CFA Institute

CFA Institute

CFA Institute

Overview
Date Founded

2001

Headquarters

477 Madison Avenue 21st floor, New York, New York 1002

Charitable Causes

Mutual Benefit Organizations

Employees (Worldwide)

1,232

Industries

Other Business & Consulting Services

Company Description

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Website

https://www.cfainstitute.org/pages/index.aspx

Contact Data
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In The News
PR Newswire
August 4, 2020
CFA Institute to Transition to Computer-Based Testing For All Levels of the CFA® Program in 2021
City AM
July 28, 2020
The good, the bad and the ugly of the cryptocurrency dream
PR Newswire
July 23, 2020
Brett Pernicano, CFA, CFP®, CDFA®, ChFC®, CLU® Promoted to Principal of Dowling & Yahnke Wealth Advisors
City AM
July 21, 2020
Is the Coronavirus rocking the foundations of capital markets?
News Bites - Asia: Singapore
July 17, 2020
Stock Weekly: Global Invacom (QS9:9.70c) tumbles 19.2% on low volume

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Executives & Employees
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Margaret Franklin

President & Chief Executive Officer

William P. McKeithan

General Counsel

Tony Tan

Head, Standards & Finance. Market

Sandra J. Peters

Head Professional Education

Dennnis McLeavey

Head Education

Nick Pollard

Managing Director, Asia Pacific

Gary Baker

Managing Director, Europe, Middle East & Africa Region, Advocacy & Research

Michael J. Collins

Managing Director

Kurt Schacht

Managing Director, Advocacy

Raymond J. DeAngelo

Managing Director-Stakeholder Services, Marketing & Communications Division

Board of Directors
Kevin Terhaar

Co-Founder at Stairway Partners LLC

Distinguished Alumni
See More
Jeffery Lee Lippens is now Co-Founder at Garde Capital, Inc.
Ken He is now Vice President at Racing Capital Management HK Ltd.
Paiboon Nalinthrangkurn is now Chief Executive Officer & Director at Tisco Securities Co. Ltd.
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Federal Reserve System
U.S. Federal Reserve Cuts Interest Rate by Half-Percentage Point Amid Coronaviru... - Time Magazine
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Watch live: US health officials speak before Senate committee on the coronavirus... - CNBC
Trending Organizations
Infosys Ltd.
ONF Unveils Aether(TM) the First Open Source Platform for 5G/LTE-Edge-Cloud-as-a... - PR Newswire
Organization for Economic Cooperation and Development
Virus spread prompts Fed to slash rates in surprise move - Associated Press Financial Wire
Federal Reserve System
U.S. Federal Reserve Cuts Interest Rate by Half-Percentage Point Amid Coronaviru... - Time Magazine
The Likud Party
Israeli exit polls: Netanyahu ahead, but short of majority - Associated Press
U.S. Food and Drug Administration
Watch live: US health officials speak before Senate committee on the coronavirus... - CNBC
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CFA Institute
Advisors & Consultants
Advisor
Paul Smith

Former Advisor at CFA Institute
Key Stats and Financials As of 2018
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$370M
Non-Profit Donations & Grants Received
$2,480
12/31/2018
Mahmoud M. Abdallah Foundation, Inc.

$525
11/30/2018
Armand G. Erpf Fund

$525
11/30/2017
Armand G. Erpf Fund

Suppliers
Professional Examination Service, Inc. Internet Software & Services | New York, NY

Professional Examination Service, Inc. provides online score reporting for candidates and other stakeholders. The firm's services include advisory services, studies of professional/occupational practice, new program feasibility studies, program implementation, examination development, examination administration, scoring and statistical services, program innovation/enhancement, innovative assessment types, alternative recertification programs, self-assessments for continuing competency, practice tests, training-related assessment, market research and program evaluation. The company was founded in 1941 and is headquartered in New York, NY.

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Stay informed and up-to-date on your network with RelSci news and business alerting service. Nurture your network and further your business goals with smart intelligence on the people and companies that matter most to you.

Browse in-depth profiles on 11 million influential people and organizations. Find RelSci relationships, employment history, board memberships, donations, awards, and more.

Explore notable alumni from top universities and organizations. Expand your fundraising pool and make warm introductions to potential new business connections.

Harness the power of your relationships with RelSci Pro, the powerful platform for identifying relationship-driven business opportunities and connections that can propel your career forward.
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