CFA INSTITUTE
Pub 78

CFA INSTITUTE
Pub 78

Charlottesville, VA, US
•
501(c)(6)
•
EIN
54-1386480
•
WWW.CFAINSTITUTE.ORG

CFA INSTITUTE
Pub 78

Charlottesville, VA, US
•
501(c)(6)
•
EIN
54-1386480
•
WWW.CFAINSTITUTE.ORG
Overview
Programs
990s
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Programs

  • The Chartered Financial Analyst Program
    THE CHARTERED FINANCIAL ANALYST (CFA) PROGRAM: THE ORGANIZATION ADMINISTERS THE 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.
    Geographies
    Not indicated
    Dates
    Sep 1, 2023 – Aug 31, 2024
    Source
    990
    No causes provided
    No populations provided
    –
    –
  • Professional Development Services
    PROFESSIONAL DEVELOPMENT SERVICES: THE ORGANIZATION PROMOTES LIFELONG LEARNING BY DEVELOPING AND DISSEMINATING A VARIETY OF EDUCATIONAL COURSES AND CERTIFICATES TO INVESTMENT PROFESSIONALS ON TOPICS RELEVANT TO THE PROFESSION, INCLUDING CERTIFICATE IN ESG INVESTING; CLIMATE RISK, VALUATION AND INVESTING CERTIFICATE, PRIVATE MARKETS AND ALTERNATIVE INVESTMENTS CERTIFICATES, DATA SCIENCE FOR INVESTMENT PROFESSIONS CERTIFICATE, THE CERTIFICATE IN INVESTMENT PERFORMANCE MANAGEMENT AND INVESTMENT FOUNDATIONS CERTIFICATE.
    Geographies
    Not indicated
    Dates
    Sep 1, 2023 – Aug 31, 2024
    Source
    990
    No causes provided
    No populations provided
    –
    –
  • Standards Advocacy and Thought Leadership
    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.
    Geographies
    Not indicated
    Dates
    Sep 1, 2023 – Aug 31, 2024
    Source
    990
    No causes provided
    No populations provided
    –
    –
Programs
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