CFA Institute
General Information
Identification Code: 800366350392-17
Website: [object Object]
Entity Form: Non-Profit Organisation
Registration Category: Trade and business associations
Registration Date: 6/6/2023
Last Update: 3/19/2024
EP Accredited Number: 0
Mission & Interests
Goals: CFA Institute is the global, non-for-profit association of investment professionals that awards the CFA and CIPM designations. We promote the highest ethical standards and offer a range of educational opportunities online and around the world
Interests Represented: Promotes their own interests or the collective interests of their members
Interests:
- Economy, finance and the euro
Levels of Interest:
- national
- european
- global
Activities
Main EU Legislative Proposals: Legislation and regulation of financial services and markets, asset management, corporate governance
Communication Activities: CFA Institute produces papers, articles, and consultation responses on these topics. We promote our content through events and public relations activities
Inter-institutional or Unofficial Groupings: N/A
Head Office
Address: CFA Institute915 East High Street
Post Code: 22902
City: 1040
Country: UNITED STATES
Phone: [object Object]
EU Office
Address: CFA Institute - 7th FloorRond-point Robert Schuman 6
Post Code: 1040
City: Brussels
Country: BELGIUM
Phone: [object Object]
Financial Data
New Organisation: false
Closed Year: [object Object]
Current Year: [object Object]
Complementary Information: PE represents the employees in-seat for the full year. Actuals = FY23 Budget.
Non-PE is based on % of total spend in FY22 from the BRU office applied against the FY23 Enterprise Budget.
BRU spent 0.4% of the total Non-PE expenditures in FY22 so 0.4% was applied to the ~$167m in FY23 Non-PE Enterprise Budget.
GL Budget
PE $674,049 (USD)
Non PE $ 666,752 (USD)
Membership Information
Members10 Percent: 0
Members25 Percent: 0
Members50 Percent: 0
Members75 Percent: 0
Members: 3
Members F T E: 3
Structure
Structure Type: Structure
Is Member Of: Not applicable, we do not have organizations as members only physical persons
Organisation Members: We are members of the following organizations:
International Organization of Securities Commissions (IOSCO AMCC), https://www.iosco.org/about/?subsection=display_committee&cmtid=2
European Capital Markets Institute (ECMI), https://www.iosco.org/about/?subsection=display_committee&cmtid=2