Welcome to the Competency Framework Survey Tool

PLEASE NOTE WE ARE NO LONGER REVIEWING FEEDBACK PROVIDED WITHIN THE SURVEY TOOL

This site is an interactive tool that was created to obtain practitioner feedback. When released, the competency framework will guide members in the skills they need to either (1) develop in their existing job role, or (2) transition into a new job role. CFA Institute are now going through the process of analyzing the comments received from practitioners into the survey tool in order to make the final iterations to the framework.

We are no longer reviewing new feedback provided into the survey, however, you are still able to click into the relevant cells to see the draft competencies and descriptions relevant to your job role. Please note this tool is designed to be accessed and responded to through a laptop or desktop device. It is not optimized for mobile devices. If you have any particular comments or questions in relation to the framework please contact the CFA Institute Practice Analysis team at PracticeAnalysis@cfainstitute.org.

Identify your job role

Identify the job role family that most closely represents your day-to-day role.

Review the competencies

Each role includes “Technical,” “Personal and Business,” “Ethical,” and “Career Management” competencies. Click into the relevant cells and work down the column to review the competencies relevant for your role. Please note this list is not exhaustive, but designed to highlight key areas.

Give us your feedback

Each competency has a feedback box. Tell us both what you like and do not like, and what you would change. Feedback is completely anonymous. We will review and analyze your feedback in the final stage of finalizing the framework.

PLEASE NOTE WE ARE NO LONGER REVIEWING FEEDBACK PROVIDED WITHIN THE SURVEY TOOL

View the Framework »
© 2019 CFA Institute. All rights reserved. 915 East High Street, Charlottesville, VA 22902