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Lookup NU author(s): Professor Simon Hussain
This is the authors' accepted manuscript of an article that has been published in its final definitive form by Taylor and Francis , 2023.
For re-use rights please refer to the publisher's terms and conditions.
This paper examines the rise of a professional rating for financial analysts – the Chartered Financial Analyst (CFA) award. The development of a professional rating is explained here as a need to brand and distinguish those analysts who had undertaken a formal training and achieved the necessary skill-sets. Three themes are used to trace this development: the emergence of regional communities of analysts, leading to a national federation and the CFA institute in the post-war years; the development of a formal body of knowledge which could be examined formally; and the need for a code of ethics, as existed for established professions. This paper applies elements of a technological deterministic model, augmented with the concept of epistemic communities, to the emergence of the CFA.
Author(s): Hussain S
Publication type: Article
Publication status: Published
Journal: Business History
Year: 2023
Volume: 65
Issue: 4
Pages: 606-635
Online publication date: 19/10/2020
Acceptance date: 23/09/2020
Date deposited: 18/10/2020
ISSN (print): 0007-6791
ISSN (electronic): 1743-7938
Publisher: Taylor and Francis
URL: https://doi.org/10.1080/00076791.2020.1830063
DOI: 10.1080/00076791.2020.1830063
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