Lucy Courtenay

Lucy joined the CFA Institute in 2016 and leads our efforts to pursue regulatory recognition and waivers for CFA Institute credentialing programmes throughout the EMEA region. Over the last two years, Lucy has been working with the ESMA guidelines for the assessment of knowledge and competence with local societies and regulators across the EU.

Lucy has 25+ years in qualifications and regulatory experience including with the Chartered Institute for Securities and Investment, the Institute of Financial Planning, the Chartered Insurance Institute and the Financial Services Authority. She was responsible for the Certified Financial PlannerTM Certification in the UK from 2007 - 15.