Cause IQ organization profile

Cfa Institute

Program areas | Form 990s | Financials | Vendors | Personnel | Peers

Cfa Institute is a trade / professional association based in Charlottesville, VA that was founded in 1986. As of 2018 they had $370 million in revenue and $579 million in assets.

Cfa institute is the global, non-profit professional association that administers the chartered financial analyst (cfa) and certificate in investment performance measurement (cipm), and claritas investment certificate curriculum and examination progra...

Fiscal year end:
Revenue trends:
Asset trends:

Program areas at Cfa Institute

The chartered financial analyst (cfa) program: the organization administers the world-renowned cfa program, a three-level, education and examination program covering topics essential to the investment decision-making process. Program topics form the candidate body of knowledge and include ethical and professional standards, quantitative methods, economics, financial statement reporting and analysis, corporate finance, equity and fixed-income analysis, alternative investments, derivatives, portfolio management, and wealth planning.

Standards advocacy, and thought leadership: the organization is a leading voice on issues of fairness, efficiency, and investor protection in global capital markets and promotes high standards of ethics, integrity, and professional excellence within the investment community. The organization also promotes and enforces the cfa institute code of ethics and standards of professional conduct. All members of the organization and candidates in the cfa program are required to adhere to this code.

Professional development member services: the organization promotes lifelong learning by sponsoring and disseminating a variety of educational content to investment professionals on topics relevant to the profession. It also provides career development resources, creates affiliation and networking opportunities, and promotes awareness and recognition of member credentials to the industry and investing public.

Form 990s for Cfa Institute

Fiscal year endingDate received by IRSFormPDF link
2018-08Sep 16, 2019990View PDF
2017-08May 14, 2018990View PDF
2016-08Aug 23, 2017990OView PDF
2015-08Jul 27, 2016990OView PDF
2014-08Jul 29, 2015990OView PDF
...and five more Form 990 PDFs

Financials for Cfa Institute

Total grants, contributions, etc.$318,704
Program services$354,274,605
Investment income and dividends$12,274,993
Tax-exempt bond proceeds$0
Royalty revenue$497,399
Net rental income$0
Net gain from sale of non-inventory assets$1,856,738
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$866,772
Total revenues$370,089,211

Vendors for Cfa Institute

VendorServicesAmount paidDate
AdobeMarketing software2019-08-30
██████████CRM software2019-08-30
██████████████████████ ███Tax accounting; Audit accounting2019-06-26
█████████ ██████████ █████████Consulting$7,152,5982018-08-01
██████████ ███Marketing$5,638,1242018-08-01
██████████ ███████ ███Marketing$11,539,2592018-08-01
██████ ██████ █████████Advertising$6,815,3342018-08-01
██████████ ███Merchant Services$9,738,6542018-08-01
...and four more vendors

Personnel at Cfa Institute

NameTitleCompensationMost recent data
Leah R. BennettPresident and Chief Executive Officer / Member , Board$0July 12, 2019
Paul SmithCfa President and Chief Executive Officer / President and Chief Executive Officer and Resrch Foundation Board Member$1.0 millionSept. 16, 2019
█████ █████President and Chief Executive Officer-July 12, 2019
█████ ██████Cfa Managing Director and Chief Financial Officer$490,612July 12, 2019
██████ █████Managing Director and Chief Information Officer$438,806Jan. 15, 2019
████████ ████████Interim Chief Information Officer / Head , Information Technology Solutions Delivery-July 12, 2019
█████ █████ █████████Chief Human Resources Officer-July 12, 2019
███████ ████Chief Compliance Officer-July 12, 2019
███████ ██ ████Managing Director and Chief Compliance , Risk and Ethics Officer , Cfa Institute Member of Cfa Society Washington , DC / Head , Professional Conduct$329,681July 12, 2019
█████ ███████████Managing Director and Chief Legal Officer and General Counsel , Legal and Board Services$415,759July 12, 2019
...and 20 more key personnel

Peer trade / professional associations and chambers of commerce

1Society for Human Resource Management (SHRM)501(c)(6)$145 millionAlexandria, VA
2United States Tennis Association Incorporated501(c)(6)$291 millionWhite Plains, NY
3Massachusetts Medical Society501(c)(6)$145 millionWaltham, MA
4American Hospital Association501(c)(6)$134 millionChicago, IL
5American Medical Association501(c)(6)$317 millionChicago, IL
6College of American Pathologists (CAP)501(c)(6)$224 millionNorthfield, IL
7American Dental Association (ADA)501(c)(6)$133 millionChicago, IL
8The Recording Academy501(c)(6)$96 millionSanta Monica, CA
9American Bar Association (ABA)501(c)(6)$149 millionChicago, IL
10Freedom Partners501(c)(6)$127 millionArlington, VA
11Ces (CEA)501(c)(6)$126 millionArlington, VA
12National Automobile Dealers Association501(c)(6)$98 millionTysons, VA
13American College of Radiology501(c)(3)$108 millionReston, VA
14American Society of Clinical Oncology (ASCO)501(c)(3)$144 millionAlexandria, VA
15National Association of Realtors501(c)(6)$245 millionChicago, IL
16Healthcare Information and Management Systems Society (HIMSS)501(c)(6)$94 millionChicago, IL
17Project Management Institute (PMI)501(c)(6)$261 millionNewtown Square, PA
18Pharmaceutical Research and Manufacturers of America (PhRMA)501(c)(6)$459 millionWashington, DC
19National Football League (NFL)501(c)(6)$619 millionNew York, NY
20National Restaurant Association (NRA)501(c)(6)$289 millionWashington, DC
21Dairy Management501(c)(6)$155 millionRosemont, IL
22United States Chamber of Commerce (USCC)501(c)(6)$167 millionWashington, DC
23American Petroleum Institute (API)501(c)(6)$206 millionWashington, DC
24American Chemistry Council (ACC)501(c)(6)$127 millionWashington, DC
25American Bankers Association (ABA)501(c)(6)$121 millionWashington, DC

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