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Cfa Society Of Louisiana

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 720947195 ✦ Metairie, LA ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Of Louisiana?

The Cfa Society of Louisiana is a nonprofit organization that plays a pivotal role in the financial sector. Its primary mission is to educate and enlighten investment decision-makers, fostering a culture of knowledge and understanding. The society also champions ethical standards within the industry, ensuring professional conduct and integrity. Furthermore, it aids financial professionals in their career advancement by providing ample educational and networking opportunities. This nonprofit organization, based in Louisiana, serves as a supportive platform for individuals in the financial field, contributing to a more informed and responsible industry.


Official website here: www.cfasociety.org/louisiana/

Is Cfa Society Of Louisiana legitimate?

Cfa Society Of Louisiana is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Of Louisiana 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.


Official website here: www.cfasociety.org/louisiana/

What is the mission statement of Cfa Society Of Louisiana?

The Cfa Society of Louisiana is committed to educating and informing investment decision-makers, fostering ethical standards in the industry, and supporting the career development of financial professionals. They accomplish this by offering educational and networking opportunities. These initiatives aim to equip financial professionals with the necessary knowledge and resources to make informed decisions and maintain high ethical standards in their field. By doing so, the society plays a significant role in advancing the finance industry and helping professionals advance in their careers.


Official website here: www.cfasociety.org/louisiana/

Who is the CEO of Cfa Society Of Louisiana?

Shepard Buckman is the President of Cfa Society Of Louisiana.


Official website here: www.cfasociety.org/louisiana/

What is the revenue of Cfa Society Of Louisiana?

Cfa Society Of Louisiana's revenue in 2023 was $39,027.


Official website here: www.cfasociety.org/louisiana/

Who are the executives of Cfa Society Of Louisiana and what are their salaries?


Here are 5 key members and their salaries:


Jenna Wittig (Past-President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Blake Mock (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Amanda Didier (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Shepard Buckman (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mitchell Bordelon (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfasociety.org/louisiana/

Where can I find the form 990EZ for Cfa Society Of Louisiana?

Cfa Society Of Louisiana's most recent form 990EZ was submitted in 2023 and can be accessed here.


Official website here: www.cfasociety.org/louisiana/

Learn more at the official website: www.cfasociety.org/louisiana/

Mission Statement of Cfa Society Of Louisiana

The CFA Society of Louisiana is an organization dedicated to enlightening and updating investment decision-makers, advocating for ethical conduct within the financial sector, and aiding financial professionals in their professional growth. It achieves these objectives by offering educational and networking opportunities. The society's primary goal is to empower financial professionals, fostering a culture of integrity and continuous learning within the industry. By providing these resources, the CFA Society of Louisiana plays a crucial role in enhancing the career prospects of financial professionals, ultimately contributing to the overall stability and success of the financial sector.

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Impact




October, 2024

CFA Society of Louisiana significantly influences the financial industry by educating and informing investment decision-makers. Through its initiatives, it promotes ethical standards, which are crucial for building trust and integrity within the industry. By providing targeted educational programs and networking opportunities, the society aids financial professionals in their career development, enhancing their skills and knowledge. This commitment to professional growth and ethical practice fosters a more informed investment community, ultimately contributing to better financial decisions and outcomes in the region.




This information is meant to be a general summary of Cfa Society Of Louisiana. 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.

Revenue
$39,027 (2023)
Expenses
$49,240 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Gross Receipts: $39,027

Assets and Liabilities:

  • Total Assets: $125,778
  • Total Liabilities: $0
  • Net Assets: $125,778

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Organization Details

Principal Officer

Shepard Buckman

Main Address

3445 NORTH CAUSEWAY BLVD 300, METAIRIE, LA, 70002

NTEE Category

Code: W99 - Public benefit

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