CFA Institute Style Guide

Preferred style guide: Chicago Manual of Style (CMS), 16th ed.
Preferred dictionary for US English: American Heritage Dictionary, 5th ed.
Preferred dictionary for British English: Concise Oxford English Dictionary

This guide contains the preferred CFA Institute editorial styles. By following this guidance, we can all help ensure clear communication and consistent use of styles, punctuation, and grammar. Where information is covered well by the Chicago Manual of Style (our preferred style guide), we simply link to that information. And where we have organization-specific information, we provide that guidance here.

For a short list of the styles and practices that always need to be followed, see Required Styles and Practices.

For web writing and editing, please consult the CFA Institute Preferred Web Standards and Styles document (internal link).

For details about how to handle any particular editing decision, please contact Editorial Services (

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