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...

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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
KimbiaFundraising software2020-09-10
███████ ███ ████Fundraising software; Payment processing2020-09-10
██████████CRM software2020-09-10
█████████Content management system software2020-09-10
█████Marketing software2020-09-10
██████████████████████ ███Tax accounting; Audit accounting2019-06-26
██████ ██████ █████████Advertising$6,815,3342018-08-01
█████████ ██████████ █████████Consulting$7,152,5982018-08-01
...and seven more vendors

Personnel at Cfa Institute

NameTitleCompensationMost recent data
Leah R. BennettPresident and Chief Executive Officer / Member , Board$0June 2, 2020
Margaret FranklinPresident and Chief Executive Officer-June 2, 2020
████ █████Cfa 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
███████ ██████ ████Fcca Chief Financial Officer, Cfa Institute-June 2, 2020
█████ ██████Cfa Managing Director and Chief Financial Officer$490,612July 12, 2019
██████ █████Managing Director and Chief Information Officer$438,806Jan. 15, 2019
█████ ██ ███████Managing Director, Information Technology and Chief Information Officer, Cfa Institute-June 2, 2020
████████ ████████Interim Chief Information Officer / Head , Information Technology Solutions Delivery-July 12, 2019
█████ █████████Chief Human Resources Officer$314,597June 2, 2020
...and 23 more key personnel

Peer trade / professional associations and chambers of commerce

1Society for Human Resource Management (SHRM)501(c)(6)$145 millionAlexandria, VA
2Massachusetts Medical Society501(c)(6)$145 millionWaltham, MA
3United States Tennis Association Incorporated501(c)(6)$320 millionWhite Plains, NY
4American Dental Association (ADA)501(c)(6)$133 millionChicago, IL
5The Recording Academy501(c)(6)$96 millionSanta Monica, CA
6American Bar Association (ABA)501(c)(6)$149 millionChicago, IL
7College of American Pathologists (CAP)501(c)(6)$224 millionNorthfield, IL
8American Hospital Association501(c)(6)$134 millionChicago, IL
9American Medical Association501(c)(6)$332 millionChicago, IL
10Freedom Partners501(c)(6)$127 millionArlington, VA
11National Automobile Dealers Association501(c)(6)$98 millionTysons, VA
12Ces (CEA)501(c)(6)$126 millionArlington, VA
13American College of Radiology501(c)(3)$108 millionReston, VA
14American Society of Clinical Oncology (ASCO)501(c)(3)$159 millionAlexandria, VA
15Healthcare Information and Management Systems Society (HIMSS)501(c)(6)$94 millionChicago, IL
16National Association of Realtors501(c)(6)$245 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
21American Bankers Association (ABA)501(c)(6)$121 millionWashington, DC
22United States Chamber of Commerce (USCC)501(c)(6)$167 millionWashington, DC
23American Petroleum Institute (API)501(c)(6)$234 millionWashington, DC
24Dairy Management501(c)(6)$159 millionRosemont, IL
25American Chemistry Council (ACC)501(c)(6)$127 millionWashington, DC