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Margaret Franklin, CFA

President and CEO at CFA Institute
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Margaret leads CFA Institute and its more than 170,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. She assumed her role in September 2019 and has more than 25 years of investment and wealth management experience. Before joining CFA Institute, Ms. Franklin led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada. She also served as a board member of BNY Mellon Trust Company (Cayman). Margaret joined BNY Mellon in 2016.

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  • These enhancements represent an important milestone for our candidates and employers in the industry. In fact, they constitute the most significant changes we have ever made to the CFA Program since its inception in 1963. We conducted extensive research to get feedback directly from employers, candidates, prospective candidates, and the industry at large to inform how best to advance the knowledge and skills we provide to the investment professionals of the future. We can say with certainty that candidates are exceptionally keen to get an edge in the market for employment, and they are willing to work very hard for the advantage that the CFA Programme provides. These changes will meet their needs by helping them to understand how to put investing concepts into practice on the job and be desk-ready on day one. The CFA Programme signals clearly that candidates are serious about a long and successful career in investment management.

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