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CFA Institute

CFA Institute
AbbreviationCFAI
Formation1947
TypeNon-profit[1]
PurposeFinance education
HeadquartersCharlottesville, Virginia, United States
Coordinates38°1′55.64″N 78°28′18.1″W / 38.0321222°N 78.471694°W / 38.0321222; -78.471694
Region served
Worldwide
Membership
206,000 (2023)
Official language
English
Mark Lazberger
Margaret Franklin
Main organ
Financial Analysts Journal
Revenue
Increase USD $345.1 million (2023)
ExpensesDecrease USD $282.0 million (2023)
Staff
551 (2023)
Websitewww.cfainstitute.org Edit this at Wikidata
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]

  1. ^ Huang, Daniel (10 June 2014). "CFA Institute Chief Departs after Disclosing Relationship". The Wall Street Journal.
  2. ^ "Annual Report Fiscal Year 2023" (PDF). CFA. CFA Institute. Retrieved 12 April 2024.
  3. ^ "CFA Institute Enterprising Investor". CFA Institute Enterprising Investor. Retrieved 2023-02-15.

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