EU Policy
The CFA Institute Blueprint for the 2024-2029 legislative period in the EU outlines the position of CFA Institute and its member societies in the EU and Switzerland on the main priorities for the next five years. This blueprint follows a previous one that was published in 2019, which provided an overview of key regulatory priorities and positions in the EU raised in past CFA Institute research.
It focuses on five main topics: Resiliency of Capital Markets, Technology, Business Conduct, Sustainability, and Pensions. All these topics align with CFA Institute research and standard research themes.
This new Blueprint follows a novel approach. In addition to underlining the main results of CFA Institute past research on the Research, Advocacy and Standards it includes insights from many CFA Institute societies in the EU. These societies have their own blueprints, emphasizing key regulatory issues and priorities within their local markets. By including CFA societies’ main viewpoints, this blueprint offers a range of perspectives. It also highlights both similarities and differences in opinions on the main regulatory priorities that concern the four main themes.
Finally, this new edition of the blueprint features a color-coded priority page. The vibrant colors help to visually rank the most important regulatory priorities for CFA Institute and its local societies in the EU. National blueprints and detailed color-coded priority pages by CFA societies in the EU (and Switzerland) are included in the annex of this document. They reflect societies’ own perspectives and priorities for the next legislative period in the EU.
CFA Institute has had an active presence in Brussels for more than 15 years. Our mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. As part of our mission statement, our EU regulatory outreach focuses on two main themes:
- Capital Markets Union and Investor Protection
- Digital Finance and Sustainability
Josina Kamerling, Head, Regulatory Outreach, EMEA, CFA Institute, is the host of the “Let’s Talk EU” podcast. This is a must-listen guide for those seeking a greater understanding of the economic and policy developments within the EU.
