CFA Institute launches its campaign The Right Question

The CFA Institute's campaign for high-net-worth investors is underway in Montreal.

CFA Institute is launching a multi-platform campaign, The Right Question, as a follow up to its Let’s Measure Up campaign introduced last year. This new component is designed to build awareness among high-net-worth investors of what CFA charterholders have to offer—their specialized expertise and comprehensive knowledge of industry standards of practice and ethics.

Since 2015, the market for high-net-worth investors has continued to expand. There is a growing need for experts in asset and wealth management. CFA charterholders have this expertise and more. The new campaign aims to raise their profile and increase recognition of the designation within the financial community and among high-net-worth investors.

See the video for more about the scope of the campaign:

What does the campaign (Does your wealth manager measure up?) do for you? The CFA Institute has prepared several convincing and effective tools to use with your clients:

• Video Why hire a CFA charterholder?
• List of questions to ask a wealth manager
• Quiz Do you have all the right answers?
• Perspectives from CFA Institute research on high-net-worth investors
• And more 

The first phase of this international campaign was launched in Canada and the United States in early April. In Montreal, advertisements in La Presse and displays in various office towers will publicize the campaign. The first phase will end in June 2019, with a second phase starting in the fall.

For its part, CFA Montreal will extend the campaign by deploying a new concept that builds on our efforts to promote recognition of your expertise.

Stay tuned for more information in our upcoming communications.