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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 54-1386480 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Cfa institute is the global, non-profit professional membership association that administers the chartered financial analyst (cfa) certificate, the certificate in investment performance measurement (cipm), and the certificate in esg investing and also provides professional learning courses. Examination programs are conducted worldwide along with research, professional development programs and professional conduct enforcement for its individual members. The organization sets voluntary, ethics-based professional and performance-reporting standards for the investment profession. The stated mission of the organization is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. Cfa institute pursues this mission on behalf of its individual members who currently number 211,157 in 170 markets. Cfa institute's membership includes 205,109 cfa charterholders and extends its reach into local communities through a network of 158 member societies in 82 markets. Cfa institute is headquartered in charlottesville, Virginia, United States, with branch offices in london, brussels, hong kong, New York, and Washington d.c. And subsidiary offices in beijing, hong kong, mumbai, shanghai, singapore and abu dhabi. More information on the organization can be found at www.cfainstitute.org.
Principal Officer
Margaret Franklin
Total Revenue
$462.9M
FY2023
Total Expenses
$298.4M
FY2023
Net Assets
$565.1M
Program Ratio
—
expenses on programs
Employees
468
Volunteers
4,205
Board Members
14
Voting
13
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.