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CFA Institute

General Information

Identification Code: 800366350392-17
Website: https://www.cfainstitute.org/
Entity Form: Non-Profit Organisation
Registration Category: Trade and business associations
Registration Date: 6/6/2023
Last Update: 3/19/2024

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:
Indic Phone: 1
Phone Number: 4349515499

EU Office

Address: CFA Institute - 7th FloorRond-point Robert Schuman 6
Post Code: 1040
City: Brussels
Country: BELGIUM
Phone:
Indic Phone: 32
Phone Number: 484053107

Financial Data

Closed Year:
Start Date:
End Date:
Funding Sources:
    Contributions:
      Total Budget: 0
      Grants:
        Current Year:
        Grants:
          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

          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

          Current Job Opportunities

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          Technical Recruiter

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