 | |
| Abbreviation | CFAI |
|---|---|
| Formation | 1947 |
| Type | Non-profit[1] |
| Purpose | Finance |
| Headquarters | Charlottesville, Virginia, United States |
| Coordinates | 38°1′55.64″N 78°28′18.1″W / 38.0321222°N 78.471694°W |
Region served | Worldwide |
Membership | 206,000 (2023) |
Official language | English |
| Mark Lazberger | |
| Margaret Franklin | |
Main organ | Financial Analysts Journal |
Revenue |  USD $345.1 million (2023) |
| Expenses |  USD $282.0 million (2023) |
Staff | 551 (2023) |
| Website | www |
Formerly called | Association for Investment Management and Research (AIMR) |
| [2] | |
The CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education. The institute aims to promote standards in ethics, education, and professional excellence in the global investment services industry. Since 1945, the institute has published the peer-reviewed, quarterly journal, the Financial Analysts Journal. It also publishes the Enterprising Investor blog.[3]
- ^ Huang, Daniel (10 June 2014). "CFA Institute Chief Departs after Disclosing Relationship". The Wall Street Journal.
- ^ "Annual Report Fiscal Year 2023" (PDF). CFA. CFA Institute. Retrieved 12 April 2024.
- ^ "CFA Institute Enterprising Investor". CFA Institute Enterprising Investor. Retrieved 2023-02-15.
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