Overview
What is Cfa Society Atlanta Inc?
Cfa Society Atlanta Inc, established in 1960, is a nonprofit organization situated in Atlanta, Georgia. Its primary purpose is to cater to the educational needs and professional development of investment practitioners. The organization offers specialized learning opportunities, advanced studies, and keeps them updated on the latest trends in investments and financial management. Furthermore, Cfa Society Atlanta Inc is dedicated to upholding high standards of ethical conduct among its members, ensuring a credible and trustworthy industry. The organization's headquarters can be found at 4355 Cobb Parkway J-533, Atlanta, GA 30339.
Official website here: www.cfaatlanta.org
Is Cfa Society Atlanta Inc legitimate?
Cfa Society Atlanta Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Atlanta 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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Official website here: www.cfaatlanta.org
What is the mission statement of Cfa Society Atlanta Inc?
Cfa Society Atlanta Inc, established in 1960, is primarily dedicated to serving the specialized knowledge and advanced study needs of investment and financial management practitioners. It provides them with opportunities for educational growth and stays updated on new developments in the field. Equally important to its mission is the promotion of high ethical standards among its members, ensuring professional conduct remains at the forefront of their practices.
Official website here: www.cfaatlanta.org
Who is the CEO of Cfa Society Atlanta Inc?
Charles Gordon Waterman is the Contract- E.D. of Cfa Society Atlanta Inc.
Official website here: www.cfaatlanta.org
What is the revenue of Cfa Society Atlanta Inc?
Cfa Society Atlanta Inc's revenue in 2022 was $382,796.
Official website here: www.cfaatlanta.org
Who are the executives of Cfa Society Atlanta Inc and what are their salaries?
There 16 volunteers at Cfa Society Atlanta Inc.
Here are 17 key members and their salaries:
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Official website here: www.cfaatlanta.org
Where can I find the form 990 for Cfa Society Atlanta Inc?
Cfa Society Atlanta Inc's most recent form 990 was submitted in 2022 and can be accessed here.
Official website here: www.cfaatlanta.org
Learn more at the official website: www.cfaatlanta.org
Mission Statement of Cfa Society Atlanta Inc
CFA Society Atlanta Inc, established in 1960, is dedicated to catering to the specialized knowledge and advanced study requirements of investment and financial management practitioners. One of its primary objectives is to provide these professionals with access to new developments in their field. However, beyond just academic growth, the organization also places great emphasis on fostering high ethical standards among its members. By doing so, CFA Society Atlanta Inc seeks to promote a culture of professional conduct within its community. The organization achieves this through a variety of means, including offering educational opportunities and advanced studies in investments and finance, as well as encouraging adherence to professional ethics within its membership.
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Impact
October, 2024
Cfa Society Atlanta Inc significantly impacts the investment and financial management community by providing essential educational and specialized learning opportunities for practitioners. Founded in 1960, it addresses the evolving needs of its members by offering advanced studies and up-to-date information on new developments in the field. This commitment to continuous education ensures that financial professionals remain knowledgeable and competitive in a constantly changing industry.
Moreover, the organization fosters a culture of professionalism by emphasizing high standards of conduct among its members. This commitment not only enhances the integrity of the profession but also promotes trust and confidence within the community and among clients. Through its initiatives, Cfa Society Atlanta Inc contributes to the overall advancement of investment practices and supports the development of a well-informed financial management community in Atlanta and beyond.
This information is meant to be a general summary of Cfa Society Atlanta 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: $13,161
- Program Service Revenue: $362,635
- Gross Receipts: $382,796
Assets and Liabilities:
- Total Assets: $845,251
- Total Liabilities: $167,361
- Net Assets: $677,890
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
CFA INST REIMBURSEMENT
Revenue
$84,982
CFA REVIEW TUITION
Revenue
$1,251
MEETING/OTHER FEES
Revenue
$121,161
Membership Dues & Assessments
Revenue
$155,241
Organization Details
Founding Year
1960
Phone
(678) 324-8474Principal Officer
Charles Gordon Waterman
Main Address
4355 COBB PARKWAY J-533, ATLANTA, GA, 30339
Website
www.cfaatlanta.orgNTEE Category
Code: S41 - Community improvement
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