CFA Institute

Overview

Date Founded

2001

Headquarters

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

Charitable Causes

Mutual Benefit Organizations

Employees (Worldwide)

1,219

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

http://cfainstitute.org

Contact Data

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In The News

News Bites - Asia: Singapore

April 16, 2021

Stock Weekly: Global Invacom (QS9:9.70c) sinks 5.8% on weak volume

News Bites - Asia: Singapore

February 5, 2021

Stock Weekly: Global Invacom (QS9:9.40c) unchanged on low volume

News Bites - Asia: Singapore

January 29, 2021

Stock Monthly: Global Invacom (QS9:9.40c) shares post best month in seven months Friday January 29, 2021 17:00 SGT

News Bites Canadian Markets

January 8, 2021

Stock Weekly: WSP Global (WSP:CAD123.19) up 2.7% in 2 weeks

News Bites Canadian Markets

January 8, 2021

Stock Weekly: Malbex Resources (COIN:32.0c) sinks 5.9% on spectacular volume

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Executives & Employees

John Rogers

President & Chief Executive Officer

Margaret Franklin

President & Chief Executive Officer

William P. McKeithan

General Counsel

ROB GOWEN

Head, Prod. SOL.-Exit

Rahul Keshap

Head, Claritas-Exit

Tony Tan

Head, Standards & Finance. Market

Sandra J. Peters

Head Professional Education

Dennnis McLeavey

Head Education

Kurt Schacht

Managing Director, Advocacy

Nick Pollard

Managing Director, Asia Pacific

Board of Directors

Kevin Terhaar

Co-Founder at Stairway Partners LLC

Distinguished Alumni

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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CFA Institute

Advisors & Consultants

Advisor

Paul Smith

Former Advisor at CFA Institute

Key Stats and Financials As of 2019

Market Capitalization

Total Enterprise Value

Earnings Per Share

Revenue

$416M

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. Market & Policy Research | 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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Browse in-depth profiles on 12 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.

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