Overview
What is The Cfa Society Of Detroit Inc?
The Cfa Society of Detroit Inc is a local association of investment professionals, including portfolio managers, security analysts, investment advisors, and other financial experts. Based in Saline, Michigan, the organization promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program and continuing education, facilitates information exchange, and works to enhance public understanding of the CFA designation and investment sector. As a member society of the CFA Institute, they connect their members to a global network of investment professionals, fostering a collaborative and knowledge-sharing community. Their activities include an annual meeting and golf outing, an update on society developments, and the election of new board members, as well as networking opportunities.
Official website here: www.cfasociety.org
Is The Cfa Society Of Detroit Inc legitimate?
The Cfa Society Of Detroit Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. The Cfa Society Of Detroit 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.
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Other Salaries and Wages: $0
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Official website here: www.cfasociety.org
What is the mission statement of The Cfa Society Of Detroit Inc?
The Cfa Society of Detroit Inc is an association primarily comprising local investment professionals, including portfolio managers, security analysts, investment advisors, and other financial experts. Their mission is to uphold ethical and professional standards within the investment industry. They encourage professional development through the CFA program and continuous education, fostering a platform for the exchange of information and opinions among investment professionals both locally and globally. The society also works to enhance the public's understanding of the CFA designation and the investment industry, providing members with access to a vast network of investment professionals worldwide.
Official website here: www.cfasociety.org
What is the revenue of The Cfa Society Of Detroit Inc?
The Cfa Society Of Detroit Inc's revenue in 2023 was $257,848.
Official website here: www.cfasociety.org
Who are the executives of The Cfa Society Of Detroit Inc and what are their salaries?
There 10 volunteers at The Cfa Society Of Detroit Inc.
Here are 11 key members and their salaries:
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- Compensation: $38,998
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Official website here: www.cfasociety.org
Where can I find the form 990 for The Cfa Society Of Detroit Inc?
The Cfa Society Of Detroit Inc's most recent form 990 was submitted in 2023 and can be accessed here.
Official website here: www.cfasociety.org
Learn more at the official website: www.cfasociety.org
Mission Statement of The Cfa Society Of Detroit Inc
The Cfa Society of Detroit Inc, a local association primarily comprising portfolio managers, security analysts, investment advisors, and other financial professionals, is dedicated to upholding ethical and professional standards within the investment industry. By promoting these standards, the organization seeks to foster a sense of responsibility and integrity among its members.
In addition to this, The Cfa Society of Detroit Inc encourages professional development through the CFA program and ongoing education. This is achieved by providing resources and opportunities for its members to enhance their skills and knowledge in the field. Furthermore, the society facilitates the exchange of information and opinions among investment professionals, both locally and globally, through various platforms and events.
Moreover, The Cfa Society of Detroit Inc works to increase the public's understanding of the CFA designation and the investment industry. By doing so, the organization aims to strengthen the reputation of its members and the industry as a whole, while also ensuring that the public has access to reliable and trustworthy investment advice. As a member society of the CFA Institute, The Cfa Society of Detroit Inc connects its members to a vast network of investment professionals, providing them with opportunities for collaboration, learning, and growth.
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Impact
October, 2024
The CFA Society of Detroit Inc significantly impacts the local investment community by fostering a strong network of investment professionals including portfolio managers, securities analysts, and investment advisors. By promoting ethical and professional standards in the investment industry, the Society enhances the credibility and integrity of financial practices in the region.
Through initiatives that encourage ongoing professional development, such as the CFA program and various continuing education opportunities, the Society helps its members stay informed about the latest trends and best practices in the investment field. These efforts contribute to the overall competency and professionalism of financial practitioners in the area.
Moreover, the CFA Society facilitates valuable exchanges of information and opinions among its members, thereby strengthening community ties and collaboration. Events like the annual meeting and golf outing provide opportunities for networking, allowing professionals to connect and share insights, further enriching the local financial ecosystem.
In addition to supporting its members, the Society works to improve the public's understanding of the CFA designation and the broader investment industry. By acting as a bridge between investment professionals and the community, it fosters greater financial literacy and awareness, ultimately contributing to the economic well-being of the region.
This information is meant to be a general summary of The Cfa Society Of Detroit 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 2023.
- Investment Income: $8,266
- Program Service Revenue: $143,872
- Gross Receipts: $268,962
Assets and Liabilities:
- Total Assets: $235,185
- Total Liabilities: $0
- Net Assets: $235,185
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
MEMBERSHIP DUES
Revenue
$82,046
ANNUAL MEETING
Revenue
$44,876
LUNCHEON EVENTS
Revenue
$10,342
OTHER EVENTS
Revenue
$6,608
Organization Details
Founding Year
1970
Principal Officer
Richard Consul
Website
www.cfasociety.orgNTEE Category
Code: S41 - Community improvement
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