CORPERATE INFORMATION IDEOLOGY OF THE INSTITUTE
MISSION
- Our mission is S.T.O.C.K
- Strive Technically and Operationally to Contribute to Knowledge
To provide an umbrella, voice, an entity known as chartered body, aimed at bringing together all investment and financial experts and those who have demystified themselves in professional practice, building capacities and enhancing with latest information relative to the practice.
To develop the professional and technical expertise in the economic, financial and investment sector of Ghana economy, through dedication to true professionalism, humanitarian efforts, education advancement, corporation and understanding.
To provide good governance, welfare and direction for all its members on the principles of equity, fairness and due process and for the purpose of enhancing the overall development of the institute.
To develop a formidable institution, as catalyst and change agent in Financial and investment analysis relevant globally.
The objectives of the institute are as follows:
- To provide an organization, national and international in scope and activity for all investment and financial Analysts and managers in all sectors
- To develop from time to time standards in Financial and investment that will meet both national and international standards.
- To ensure a professional status necessary to promote and encourage the study and development of art and science of Finance and Investment in private practice, industry, commerce and public sector.
- To secure professional standards by admitting to membership only persons who qualifies by examination and who have practical experience.
- To regulate the discipline and professional conduct of members.
- To hold conferences, workshops seminars and symposia for discussion of Finance and investment Analysis, presentation of papers, literatures and to issue copies of abridgment of positions papers, books, lectures and other memoranda.
- To instill high standard of professional ability by means of regular publication of journals of the institute and to disseminate knowledge in professional financial and Investment Analysis.
- To keep abrest of new regulations or policies that may affect the industry as well as monitor the economy to determine its effect on earnings.
- To protect the interest of our members from time to time.
These are code of professional ethics approved by the governing council, binding on all members who have applied to join the institute. Member undertakes to abide by the rules and regulations of the institute.
Details:
Members shall not use their authority/ advantage of office for personal gain and shall uphold, ensure posterity of the profession of financial and investment by:
- Being thoroughly transparent, reject any business practice, which might be reasonable, deemed improper, fraudulent and corrupt practices.
- Ensure optimization of resource for which they are responsible to provide the maximum benefits of their employing organization.
- Maintain at all times integrity, in all their business/ transactions within and outside their employing organization.. or business.
- Promote the institute and display professional competency among those for whom they are responsible.
- Ensure compliance with the letter and the spirit of the law of the cou ntry in which they practice.
- Guidance on professional practices as may be issued by the institute from time to time
- Contractual obligations
- Accuracy of information: Information made available to members in the course of duty should be true and fair as such must not be misleading.
- Confidential Information: Information made available to members in the course of duty must be respected, note used for personal advantage / gain and be treated with all confidentiality.
- Gift: Any form of gift other than items of very small intrinsic value such as diaries or calendars should not be accepted where by it shall be deemed to have been used to influence a decision.
- Interest: Any interest which might be deemed by others as impartial in the course of carrying out duty must be declared by members
- Advisory: Any advisory council given by members of the institute must be professional, sound and of utmost good faith.
The constitute of the chartered institute of the financial and investment analysts mandate the disciplinary committee to investigate, consider and determine cases of members reported to have breached the code of conduct, where any gross misconduct has been established against members, such members may be depending on the situation and gravity of the offence, admonished reprimanded, suspended or delisted from the institute register.
Rights of the members shall be:
- The use of the designatory letters depending on your membership grade:cfia for Associate Member, M.cfia for Full member and F.cfia for Fellow.
- Rights of conferment with membership status, certificate of membership and be issued practicing license to set up professional practice provided you meet up with the requirements.
- Right to freely receive the institute’s journal and other publications which are of interest to you (if published), and any other information or to participate in institute’s activities as it way warrant.
- Right to vote and be voted for during elections.
- Right to use institute’s library
- Any other rights and benefits accruable and be determined fit by the council.
Obligations of the members shall be:
- To uphold at all times integrity of the institutes, visions and objectives
- To be a worthy ambassador wherever and whenever.
- To pay up all dues payable to the institute without delay.
- To update their knowledge and skills through attendance of institute’s seminars, workshops and conferences.
- To act in conformity to guidelines issued by the institute for the benefits of members.
- To avoid defamatory statements or attitudes inimical to progress of the institute.
