Overview
What is Cfa Society Of Salt Lake?
The CFA Society of Salt Lake is a local nonprofit organization dedicated to upholding ethics, fostering education, and championing professional excellence in the investment sector. As a community of investment professionals, they provide opportunities for leadership growth through a rotating board and committee roles. The society actively participates in the annual CFAI Research Challenge, a worldwide competition that offers practical guidance and comprehensive training in financial analysis to university students. Additionally, they sponsor an annual competition in Salt Lake City, furthering their commitment to supporting and nurturing future investment experts.
Is Cfa Society Of Salt Lake legitimate?
Cfa Society Of Salt Lake is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Of Salt Lake submitted a form 990EZ, 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.
What is the mission statement of Cfa Society Of Salt Lake?
The CFA Society of Salt Lake is committed to upholding the highest ethical standards, promoting education, and fostering professional excellence in the investment field. As an association of local professionals, they offer opportunities for leadership development through their rotating board and committee members. They actively participate in the CFA Institute Research Challenge, a global competition that offers university students practical experience in financial analysis. Additionally, the society sponsors an annual competition in Salt Lake City, providing mentorship and training in financial analysis for participants.
Who is the CEO of Cfa Society Of Salt Lake?
Steven Kindred is the President of Cfa Society Of Salt Lake.
What is the revenue of Cfa Society Of Salt Lake?
Cfa Society Of Salt Lake's revenue in 2023 was $86,277.
Who are the executives of Cfa Society Of Salt Lake and what are their salaries?
Here are 6 key members and their salaries:
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Where can I find the form 990EZ for Cfa Society Of Salt Lake?
Cfa Society Of Salt Lake's most recent form 990EZ was submitted in 2023 and can be accessed here.
Mission Statement of Cfa Society Of Salt Lake
Cfa Society of Salt Lake, as an association of local investment professionals, is dedicated to upholding the highest ethical standards, promoting education, and fostering professional excellence. This organization serves as a platform for leadership development, offering opportunities for individuals to take on roles in its rotating board and committee memberships. Additionally, Cfa Society of Salt Lake is actively involved in the CFA Institute Research Challenge, a global competition that provides university students with valuable mentoring and intensive training in financial analysis. Each year, the society sponsors a competition in Salt Lake City, providing a unique learning experience for participants.
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Impact
October, 2024
CFA Society of Salt Lake plays a significant role in enhancing the integrity and professionalism within the investment community by promoting high standards of ethics and education. By providing leadership development opportunities through its rotating board and committee members, the society nurtures the next generation of investment professionals and fosters a culture of continuous improvement and excellence.
The society's involvement in the CFA Institute Research Challenge exemplifies its commitment to education and mentorship. This global competition not only equips university students with practical skills in financial analysis but also connects them with experienced professionals, thereby strengthening the local talent pool in Salt Lake City. The hands-on experience gained through this program helps students build confidence and prepares them for future careers in finance.
By sponsoring annual competitions and engaging in community-focused initiatives, CFA Society of Salt Lake actively contributes to the overall improvement of the local investment landscape. The society serves as a vital resource for professional growth, encouraging collaboration and knowledge sharing among its members, which ultimately benefits the broader community.
This information is meant to be a general summary of Cfa Society Of Salt Lake. 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: $7,179
- Program Service Revenue: $1,279
- Gross Receipts: $86,277
Assets and Liabilities:
- Total Assets: $269,068
- Total Liabilities: $0
- Net Assets: $269,068
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Organization Details
Phone
(801) 502-6520Principal Officer
Steven Kindred
Main Address
299 S MAIN ST SUITE 1300 PMB 9092, SALT LAKE CITY, UT, 84111
NTEE Category
Code: S41 - Community improvement
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