CFA Institute’s Commitment to Conference Safety

A. Engagement Conduct Information

  1. Expectations

CFA Institute is dedicated to providing a safe, welcoming and professional conference experience for all participants (staff, sponsors, volunteers, speakers, attendees, and other guests, hereinafter referred as “Participants”). We expect all Participants to abide by this code of conduct at all Conference Events (which include, inter alia, sessions, business meetings, interviews, receptions and ancillary activities).

Expected behaviour includes, but is not limited to:

  • be considerate, respectful, and collaborative.
  • be mindful of your surroundings and of fellow Participants.
  • alert conference organizers if you notice a dangerous situation or someone in distress.
  1. Inappropriate Behavior

CFA Institute does not tolerate harassment and/or aggression / intimidation / hostile behavior which would interfere with Participants’ experience. These behaviors are inappropriate and unacceptable.

These behaviors can be related to, but not limited to inappropriate actions or statements based on characteristics such as creed, race, color, sex, sexual orientation, national origin, marital status, disability, military status, domestic violence victim status, predisposing genetic characteristics or any other category protected by any applicable regulations.

If you are subjected to unacceptable behavior, notice that someone else is being subjected to unacceptable behavior, or have any other concerns, please notify CFA Institute Conference & Event Staff or venue staff or report the concern using the Ethics Helpline +1 844 283 9319 or the Ethics Helpline web form as soon as possible. Threats or other intimidation against a person who has made a complaint or provided information in support of complaint will not be tolerated and will be sanctioned accordingly.

  1. Consequences of Inappropriate Behavior

If a Participant engages in unacceptable behavior, Participant may be asked to stop behaving inappropriately and should comply immediately.

CFA Institute may take any action it deems appropriate, including expelling the offender from the event or business activity with no refund, prohibition from future events and business activities, and/or reporting the behavior to Professional Conduct for further investigation.

The full CFA Institute Engagement Conduct Policy can be found here.

B. Safety & Security

  1. CFA Institute Commitment

We know how important safety is to our Participants. We share this interest in providing a respectful and safe environment conducive to discussion and networking. To this end, please note that CFA Institute partners with security and safety providers who are highly trained in emergency preparedness and response procedures.

CFA Institute selects its conference sites with care and professionalism. Sites must be deemed reasonably safe for all Participants which includes thorough assessments of: i) physical security at the event venue; ii) transport to and from the venue; iii) political and security environments of the event city; iv) the event facility and personnel; v) and the emergency response and evacuation procedures offered by the venue and local authorities. All these items are reviewed and continuously evaluated and monitored prior to and during any conference.

A CFA Institute Incident Coordinator will be onsite at all times to ensure close coordination between our intelligence sources and onsite venue security to maintain smooth and efficient communications in accordance with our safety procedures.

  1. In Case of Emergency:

If you or someone you are with is experiencing a life-threatening situation, call 999 or your local emergency services number.

For other emergencies and incidents, please approach a member of venue staff, who are easily identifiable by their uniforms. Additionally, CFA Institute Conference & Event Staff will be happy to help participants contact venue security or local law enforcement, provide escorts, or otherwise assist. Providing for your safety and comfort is our priority.

  1. Tips for Staying Safe:
  • In the event of an emergency, follow the instructions of all security and emergency personnel as well as secondary information sent from CFA Institute via email or SMS.
  • Wear your name badge to all events;
  • Inform a member of venue security and staff should you see anything suspicious.
  • Know your closest emergency exit when you are in a meeting room or event venue.