Overview
What is Cfa Society Phoenix?
Cfa Society Phoenix is a membership association situated in Tempe, Arizona, primarily focused on upholding ethical and professional standards within the investment industry. They achieve this objective through educational seminars, outreach events, and public engagements, promoting a culture of integrity and excellence. The organization has successfully hosted significant events, such as their annual market forecast dinner, which attracted esteemed speakers like Michael Batnick and panelists from prominent financial institutions like BlackRock, Brookfield Oaktree, and Northern Trust. Furthermore, Cfa Society Phoenix organizes educational challenges, such as the Desert Classic Investment Research Challenge, fostering a competitive yet collaborative environment for participants. Their mission encompasses encouraging professional development through the CFA Program and continuing education, facilitating information exchange within the local investment community, and advocating for public understanding of the investment industry.
Official website here: www.cfasociety.org
Is Cfa Society Phoenix legitimate?
Cfa Society Phoenix is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Phoenix 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.cfasociety.org
What is the mission statement of Cfa Society Phoenix?
The Cfa Society Phoenix, serving as a membership association, is committed to upholding ethical and professional standards within the investment industry. They achieve this objective through educational seminars, outreach events, and public engagements. The association's mission is to promote professional development within the field, primarily through the CFA program and ongoing education. It also fosters communication and the exchange of ideas among local investment professionals, and strives to enhance the public's understanding of the investment industry.
Official website here: www.cfasociety.org
What is the revenue of Cfa Society Phoenix?
Cfa Society Phoenix's revenue in 2024 was $213,475.
Official website here: www.cfasociety.org
Who are the executives of Cfa Society Phoenix and what are their salaries?
There 13 volunteers at Cfa Society Phoenix.
Here are 13 key members and their salaries:
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Official website here: www.cfasociety.org
Where can I find the form 990 for Cfa Society Phoenix?
Cfa Society Phoenix's most recent form 990 was submitted in 2024 and can be accessed here.
Official website here: www.cfasociety.org
Learn more at the official website: www.cfasociety.org
Mission Statement of Cfa Society Phoenix
The CFA Society Phoenix, as a membership association, is dedicated to upholding ethical and professional standards within the investment industry. Their mission is threefold: firstly, they promote these standards through educational seminars and outreach events. Secondly, they encourage professional development by offering the CFA Program and continuing education opportunities. Lastly, they facilitate the exchange of information and opinions among investment professionals within their local community, while also working to increase the public's understanding of the investment industry.
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Impact
October, 2024
CFA Society Phoenix significantly influences the investment community by promoting ethical and professional standards through a variety of educational initiatives. Their well-attended events, such as the annual Market Forecast dinner, bring together industry leaders and experts, fostering valuable discussions around investment strategies and market trends. This year's event featured key figures from prominent firms, enhancing the exchange of knowledge among members.
Additionally, the Society plays a crucial role in the professional development of those in the field, encouraging participation in the CFA program and offering continuing education opportunities. By organizing competitions like the Desert Classic Investment Research Challenge, they not only nurture emerging talent within institutions such as Arizona State University but also strengthen ties within the local investment community. Through these efforts, CFA Society Phoenix enhances the public's understanding of the investment industry, thereby shaping a more informed and ethically driven financial landscape.
This information is meant to be a general summary of Cfa Society Phoenix. 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 2024.
- Investment Income: $11,086
- Program Service Revenue: $202,389
- Gross Receipts: $213,475
Assets and Liabilities:
- Total Assets: $313,558
- Total Liabilities: $0
- Net Assets: $313,558
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
CONFERENCES MEETINGS
Revenue
$124,277
MEMBERSHIP DUES
Revenue
$78,112
Organization Details
Founding Year
1965
Principal Officer
William Lee
Website
www.cfasociety.orgNTEE Category
Code: Z99 - Unknown
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