Overview
What is Cfa Institute?
Cfa Institute, headquartered as a nonprofit organization, is renowned for administering the CFA program - a comprehensive three-level educational and examination series focused on vital investment decision-making topics. The candidate body of knowledge covers essential subjects, serving as a foundation for professionals in the finance sector. Beyond this flagship program, Cfa Institute extends its reach by offering additional services to its members and the global investment community. These include the Certificate in Investment Performance Measurement (CIPM), a designation program aimed at professionals who contribute significantly to investment performance assessment.
Official website here: www.cfainstitute.org
Is Cfa Institute legitimate?
Cfa Institute is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Institute 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 not tax deductible.
Here are some key statistics you may want to consider:
Executive Compensation: $6,687,272
Professional Fundraising Fees: $0
Other Salaries and Wages: $75,515,086
For more financial information, click here
What is the mission statement of Cfa Institute?
The Cfa Institute is known for administering the CFA program, a comprehensive three-level education and examination series focusing on topics vital to investment decision-making. This curriculum serves as the foundation for candidates' knowledge. Apart from the CFA program, the institution offers various initiatives for its members and the wider investment community. One such offering is the Certificate in Investment Performance Measurement (CIPM), a designation program targeting professionals responsible for evaluating investment performance. Overall, Cfa Institute plays a significant role in advancing investment knowledge and skills.
Official website here: www.cfainstitute.org
Who is the CEO of Cfa Institute?
Margaret Franklin is the Bog Chair of Cfa Institute. The CEO's salary of Cfa Institute is $1,276,066 and their total compensation is $1,319,391.
Official website here: www.cfainstitute.org
What is the revenue of Cfa Institute?
Who are the executives of Cfa Institute and what are their salaries?
The average compensation at Cfa Institute during 2022 was $134,758. There are 610 employees and 5,739 volunteers at Cfa Institute.
Here are 36 key members and their salaries (Cfa Institute's CEO's salary is $1,276,066 and their total compensation is $1,319,391):
- Margaret Franklin Cfa (Pres & Ceo & Resrch Fdn Bd Member) [Trustee/Director]
- Allison Holmes (Chief Fin & Risk Officer (Exit 8/21))
- Gary Baker (Managing Dir. (Exit 5/2021))
- Stephen M Horan Cfa (Managing Dir. (Exit 3/2021))
- Peg Jobst (Managing Dir. (Exit 4/2022))
- Martin Colburn (Managing Director)
- Sheri Lynn Littlefield (Chief Legal Officer)
- Chris Ainsworth (Managing Dir. (Exit 6/2022))
- Michael Collins (Managing Dir. (Exit 6/2022))
- Barbara Petitt (Managing Director)
- Paul Andrews (Managing Director)
- Leilani Hall (Senior Head, Codes And Standards)
- Sandy Peters (Senior Head, Fin. Rpt Policy)
- Mike Peterson (Chief Technology Officer)
- Nick Pollard (Managing Director)
- Chris Wiese (Senior Head, Learning Exp. & Assess. Dsgn.)
- Mary Leung (Head Advocacy (Exit 8/2022))
- Tony Tan Exit 82021 (Head, Ethics, Standard Conduct)
- Kurt N Schacht Cfa (Senior Head Adv)
- Steven Hendry (Chief Financial Officer)
- Lutfey Siddiqi (Managing Dir. (Exit 8/2021))
- Joseph P Lange (Corporate Secretary)
- Jeff Knighton Exit 82021 (Interim Cfo)
- Mark Lazberger Cfa (Bog Chair) [Trustee/Director]
- Tricia Rothschild Cfa (Bog Vice Chair) [Trustee/Director]
- Marshall Bailey Cfa (Member, Board Of Governors) [Trustee/Director]
- Alexander Birkin (Member, Board Of Governors) [Trustee/Director]
- Daniel Fasciano Cfa (Member, Board Of Governors) [Trustee/Director]
- Joanne Hill Phd (Member, Board Of Governors) [Trustee/Director]
- Heinz Hockmann Phd (Member, Board Of Governors) [Trustee/Director]
- Punita Kumar-Sinha Cfa (Member, Board Of Governors) [Trustee/Director]
- Yimei Li Cfa (Member, Board Of Governors) [Trustee/Director]
- Karina Litvack (Member, Board Of Governors) [Trustee/Director]
- Geoffrey Ng Cfa (Member, Board Of Governors) [Trustee/Director]
- Diane Nordin Cfa (Member, Board Of Governors) [Trustee/Director]
- Maria Wilton Cfa (Member, Board Of Governors) [Trustee/Director]
Official website here: www.cfainstitute.org
Where can I find the form 990 for Cfa Institute?
The Cfa Institute’s most recent form 990 was submitted in 2022 and can be accessed here
Official website here: www.cfainstitute.org
Learn more at the official website: www.cfainstitute.org
Mission Statement of Cfa Institute
Cfa Institute, with its mission, plays a pivotal role in the investment industry by administering the CFA program, a comprehensive three-level educational and examination process. This program equips candidates with essential knowledge required for effective investment decision-making, covering a diverse range of topics. Cfa Institute also offers an additional designation program, the Certificate in Investment Performance Measuring (CIPM), catering to professionals involved in producing and reporting investment performance.
Beyond its certification programs, Cfa Institute extends its reach to its members and the broader investment community. It provides a multitude of services designed to enhance professional development and knowledge sharing. These offerings contribute significantly to the global investment community, fostering growth, innovation, and excellence. Cfa Institute remains committed to its mission of advancing knowledge, integrity, and practice in the investment profession.
Impact
This information is meant to be a general summary of Cfa Institute. Please take the time to review official sources before making any decisions based upon the content provided here.
Thursday, August 15, 2024
CFA Institute's impact is far-reaching and influential in the global investment community. Through its administration of the CFA program, a rigorous three-level education and examination program, CFA Institute equips professionals with essential knowledge for making informed investment decisions. This program not only enhances the skills and expertise of individuals in the field but also contributes to raising the standards of professionalism and integrity within the industry.
Additionally, CFA Institute offers programs and services that benefit its members and the broader investment community, such as the Certificate in Investment Performance Measurement (CIPM) designation program. By providing such educational opportunities and resources, CFA Institute plays a vital role in advancing the competencies and ethical practices of investment professionals worldwide.
Overall, CFA Institute's commitment to excellence and continuous learning has a positive impact on fostering a more knowledgeable, skilled, and ethical investment community, ultimately contributing to the betterment of the financial industry as a whole.
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.
- Assets and Liabilities:
Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
CANDIDATE FEES
Revenue
$246,789,906
MEMBERSHIP DUES
Revenue
$48,441,492
EDUCATIONAL PRODUCTS
Revenue
$31,788,517
ESG PROGRAM COURSE
Revenue
$1,753,999
Organization Details
Founding Year
1986
Phone
(434) 951-5499
Principal Officer
Margaret Franklin
Main Address
915 EAST HIGH STREET, CHARLOTTESVILLE, VA, 229022083
Website
www.cfainstitute.org
NTEE Category
Code: S41 - Community improvement
If you are a representative of Cfa Institute and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.