CFA Institute, in close collaboration with CFA Societies, is developing a career focused competency framework to guide members in the skills they need to either (1) develop in their existing role, or (2) transition into a new job role.

To ensure the relevance and validity of the competency framework, it is important we hear your views and opinions on the job descriptions and competencies so far identified. This will ensure the competency framework is meaningful for our society members. CFA Institute has developed a survey tool to receive your feedback. The framework will be iterated to reflect the trends which emerge from your comments and those of members from other societies. Please note this survey should be accessed and responded to through a laptop or desktop device. It is not optimized for mobile devices.

Please use the button below, or click here, to view and respond to the competency framework survey.

Thank you for any feedback you are able to provide to this important initiative. If you have any further questions or comments relating to the framework, please contact the Practice Analysis team (PracticeAnalysis@cfainstitute.org).

The survey will remain open until November 30th.