Overview
What is Cfa Society Boston Inc?
Cfa Society Boston Inc, based in Boston, Massachusetts, serves as a hub for investment professionals, offering opportunities for career advancement and skill development through mentoring and educational programs. Their offerings extend beyond technical expertise, encompassing soft skills as well. Despite the shift to virtual programming due to the pandemic, member engagement has significantly increased. As a thought leader in the Boston investment community, Cfa Society Boston prioritizes providing a valuable and dynamic experience for its 5-strong team. The society values live events, so they continue to host small gatherings in safe environments and plan for more live events in 2023, including their popular Annual Market Dinner. The society's members uphold the highest ethical standards, best practices, and professional development within the investment industry, aiming to educate and build trust within the community they serve.
Official website here: www.cfaboston.org
What do the Facebook reviews say about Cfa Society Boston Inc?
100% of 6 reviewers on Facebook recommend Cfa Society Boston Inc. Here's a summary of their insights:
Many patrons highlight the organization as an excellent platform for financial professionals, emphasizing the valuable networking and educational opportunities it provides. The staff comes highly praised for being knowledgeable, approachable, and committed to the mission of the society, which contributes positively to the experience.
Overall, the sentiment towards Cfa Society Boston is overwhelmingly positive, reflecting a well-regarded reputation among its members and participants. The organization clearly delivers on its promises, fostering a supportive environment for those looking to enhance their professional skills in finance.
This AI summary has been generated from reviews found on Facebook.
Is Cfa Society Boston Inc legitimate?
Cfa Society Boston Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Boston Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Heare are some key statistics you may want to consider:
Executive Compensation: $335,648
Professional Fundraising Fees: $0
Other Salaries and Wages: $316,827
For more financial information, click here
Official website here: www.cfaboston.org
What is the mission statement of Cfa Society Boston Inc?
Cfa Society Boston Inc's mission is centered around promoting the highest ethical standards, best practices, and professional development within the investment industry. Their goal is to educate and build trust within the community they serve. The society encourages its members to engage in mentoring and skill development opportunities, enhancing their career trajectories. The organization offers popular educational programs covering various topics, ranging from Fintech to global macroeconomic trends. Due to the pandemic, these programs were shifted to virtual platforms, resulting in increased member engagement. As a thought leader in the investment community, Cfa Society Boston Inc provides a valuable and dynamic experience for its members, often hosting small events in safe environments. The society plans to hold more live events in 2023, including their annual market dinner, while taking appropriate safety precautions.
Official website here: www.cfaboston.org
Who is the CEO of Cfa Society Boston Inc?
Jeanne Wolf is the Ceo of Cfa Society Boston Inc. The CEO's salary of Cfa Society Boston Inc is $140,651 and their total compensation is $146,020.
Official website here: www.cfaboston.org
What is the revenue of Cfa Society Boston Inc?
Cfa Society Boston Inc's revenue in 2022 was $2,072,624.
Official website here: www.cfaboston.org
Who are the executives of Cfa Society Boston Inc and what are their salaries?
The average compensation at Cfa Society Boston Inc during 2022 was $130,495. There are 5 employees and 150 volunteers at Cfa Society Boston Inc.
Here are 18 key members and their salaries (Cfa Society Boston Inc's CEO's salary is $140,651 and their total compensation is $146,020):
- Compensation: $140,651
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- Other: $5,369
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- Compensation: $194,997
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- Other: $37,973
- Compensation: $141,070
- Related: $0
- Other: $28,587
Official website here: www.cfaboston.org
Where can I find the form 990 for Cfa Society Boston Inc?
Cfa Society Boston Inc's most recent form 990 was submitted in 2022 and can be accessed here.
Official website here: www.cfaboston.org
Learn more at the official website: www.cfaboston.org
Mission Statement of Cfa Society Boston Inc
Cfa Society Boston, a renowned organization within the investment industry, is committed to upholding the highest ethical standards and promoting best practices. Their mission is to educate and build trust in the community they serve by advocating for the highest ethical standards and professional development within the investment sector. By offering opportunities for mentoring and skill development, Cfa Society Boston aims to enhance its members' career trajectories. The organization's educational programs, which cover topics such as fintech, ESG, and global macroeconomic trends, are highly popular among its members. Since the onset of the pandemic, Cfa Society Boston has shifted its programming to virtual formats, resulting in an even broader engagement from its members. As a thought leader in the Boston investment community, the society is dedicated to providing a valuable and dynamic experience for its members, hosting small events in safe environments and planning to conduct more live events in 2023.
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Impact
October, 2024
CFA Society Boston Inc significantly impacts the investment community by championing high ethical standards and fostering professional development among its members. The society plays a crucial role in educating industry professionals, which builds trust within the broader community.
Through mentoring opportunities and a diverse array of educational programs covering essential topics like fintech, ESG, and global macroeconomic trends, members enhance their technical and soft skills, ultimately enriching their career trajectories. The transition to virtual programming during the pandemic allowed for increased member engagement, demonstrating adaptability and commitment to professional growth.
As a thought leader in the Boston investment scene, the society prioritizes creating dynamic and valuable experiences for its members, including resuming live events while ensuring safety. Their efforts reinforce the importance of community improvement and professional integrity in the investment industry, solidifying their impact on both individuals and the collective sector.
This information is meant to be a general summary of Cfa Society Boston Inc. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Investment Income: $425,462
- Program Service Revenue: $595,177
- Gross Receipts: $2,233,943
Assets and Liabilities:
- Total Assets: $5,288,449
- Total Liabilities: $321,554
- Net Assets: $4,966,895
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
EDUCATIONAL COURSES
Revenue
$495,573
MEETINGS
Revenue
$99,604
Organization Details
Founding Year
1946
Phone
(617) 426-0270Principal Officer
Jeanne Wolf
Main Address
2 FINANCIAL CTR STE 1010 60 S ST, BOSTON, MA, 02111
Website
www.cfaboston.orgNTEE Category
Code: S41 - Community improvement
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