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CFA Institute

Trade
DBA: % ALLISON HOLMES
Trade Association · CHARLOTTESVLE, VA · EIN 54-1386480

About

CFA institute is the global, NON-profit professional membership association that administers the chartered financial analyst (CFA) certificate, the certificate in investment performance measurement (CIPM), and the certificate in ESG investing and also provides professional learning courses. Examination programs are conducted worldwide along with research, professional development programs and professional conduct enforcement for its individual members. The organization SETS voluntary, ethics-based professional and performance-reporting standards for the investment profession. The stated mission of the organization is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. CFA institute pursues this mission on behalf of its individual members who currently number 211,157 in 170 markets. CFA institute's membership includes 205,109 CFA charterholders and extends its reach into local communities through a network of 158 member societies in 82 markets. CFA institute is headquartered in charlottesville, virginia, united states, with branch offices in london, brussels, HONG KONG, new YORK, and washington d.c. And subsidiary offices in beijing, HONG KONG, mumbai, shanghai, singapore and ABU dhabi. More information on the organization CAN be found at WWW.cfainstitute.ORG.

In care of Allison Holmes

Donations are NOT tax-deductible
Category
Trade Association
Employees
468
Volunteers
4,205

Financial Snapshot

FY ending 2024-08-31
Revenue
$462.9M
Expenses
$298.4M
Assets
$912.9M
Liabilities
$347.8M

Financial history

$462.9M$231.4M$0
161718192021222324
RevenueExpenses
Latest FY2024: $462.9M · Avg: $366.1M

Foreign activity (Schedule F)

Total spent abroad$62.1M
Foreign employees160
Foreign offices9
Foreign partnership interestNo
Foreign trust interestNo
RegionActivitySpent
CENTRAL AMERICA & THE CARRIBEAN
EAST ASIA & THE PACIFIC
EUROPE
MIDDLE EAST & NORTH AFRICA
NORTH AMERICA
SOUTH AMERICA
SOUTH ASIA
SUB-SAHARAN AFRICA
CENTRAL AMERICA & THE CARRIBEAN
EAST ASIA & THE PACIFIC
EUROPE
MIDDLE EAST & NORTH AFRICA
NORTH AMERICA
RUSSIA & NEIGHBORING STATES
SOUTH AMERICA
SOUTH ASIA
SUB-SAHARAN AFRICA

Political & Grant Activity

Campaign Spending
Lobbying
Grants Given
$11.3M
CFA INSTITUTE
Your actions

Address

915 E High ST
Charlottesvle, VA, 22902-486

Governance

Voting board members14
Independent members13
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes

Compensation practices

Severance paymentsYes
Equity-based compNo
Supplemental retirement planNo
Compensation committeeYes
Used comp surveyYes
Board approved compYes
Public records
ProPublica Nonprofit Explorer
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.