CFA Institute

CFA Institute

CFA Institute

Date Founded



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

Charitable Causes

Mutual Benefit Organizations

Employees (Worldwide)



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.

Contact Data
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Executives & Employees

President & Chief Executive Officer

President & Chief Executive Officer

General Counsel

Head, Prod. SOL.-Exit

Head, Claritas-Exit

Head, Standards & Finance. Market

Head Professional Education

Head Education

Managing Director, Advocacy

Managing Director, Asia Pacific

Board of Directors

Co-Founder at Stairway Partners LLC

Distinguished Alumni
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.
Paths to CFA Institute
Potential Connections via
Relationship Science
CFA Institute
Advisors & Consultants

Former Advisor at CFA Institute

Key Stats and Financials As of 2019
Market Capitalization
Total Enterprise Value
Earnings Per Share
Non-Profit Donations & Grants Received
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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