The purpose of Criterion Institute is to expand who sees themselves as able to use finance as a tool for social change. At the core, we are changing “how” social change happens. As a result, over the past 20 years, Criterion has had a significant focus on our “how.” The "6 Areas of Activity Guidance" document by Criterion Institute is a detailed roadmap for leveraging finance as a catalyst for social change. It is divided into six key areas: Learning, Teaching, Amplification, Design, Field Building, and Influence. Each section is meticulously crafted to explain how these activities interconnect to transform societal systems and power dynamics.

The Learning and Teaching sections focus on the acquisition and dissemination of knowledge. They emphasize the importance of understanding financial systems and educating others about their potential for creating social impact. Amplification and Design delve into the practical aspects of implementing financial strategies for social change. They discuss ways to enhance the impact of financial activities and design innovative approaches that challenge traditional financial structures.

Field Building and Influence are about expanding the reach and effect of social change initiatives. Field Building talks about creating networks and alliances, while Influence stresses shaping policies and mindsets. Throughout, the document reflects Criterion Institute's commitment to values-driven finance, aiming to inspire and guide those committed to using finance as a tool for positive change.