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Cfa Institute

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Nonprofit Overview

Mission: 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 programs worldwide; provides research, professional development programs, and professional conduct enforcement for its individual members; and 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 129,373 and who reside in 147 countries. This membership includes 122,250 cfa charterholders. Cfa institute extends its reach into local communities through a network of 144 member societies in 69 countri

Programs: The chartered financial analyst cfa program: the organization administers the world-renowned cfa program, which is a three-level, education and examination program covering topics essential to the investment decision-making process. These topics form what is known as the 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.

professional development: the organization believes strongly in lifelong learning and therefore sponsors and disseminates a variety of educational content to member and nonmember investment professionals on topics relevant to the profession.

thought leadership: through the standards and financial market integrity division of cfa institute, 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, to which all members of the organization and candidates in the cfa program are required to adhere.

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Rating: 5

Excellent Organization - Kurt Schacht continues to advance the institutions impact upon alternative investment and asset managers

Review from Guidestar