Cfa Institute
Promotes ethical standards, professional excellence, and investor protection in the global investment industry through education, advocacy, and a strict code of conduct. For fiscal year 2024 it reported $534.0M in revenue, $321.6M in expenses, and $727.5M in net assets.Pt I
- Founded
- 1986
- Type
- Business league / trade association · Nonprofit
- Location
- Charlottesville, VA
- Website
- www.cfainstitute.org
- Filings
- 5 on file (2020–2024)
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Summary of the Filing
Where the work happens
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 sustainable investing certificate; climate risk, valuation and investing certificate, private markets and alternative investments…
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…
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.
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Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2024 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Paul Smith Cfa Thru 82019 | — | — | — | — | — | $1,734,363 |
| Margaret Franklin | $1,444,710 | — | — | — | — | — |
| Margaret Franklin Cfa | — | $1,413,115 | $1,258,421 | $1,276,066 | $558,892 | — |
| Allison Holmes | — | — | — | $838,124 | $580,154 | — |
| Gary Baker | — | — | — | $724,790 | $389,335 | $518,718 |
| Nick Pollard End 92023 | — | $683,963 | — | — | — | — |
| Martin Colburn End 92025 | $678,575 | — | — | — | — | — |
| Steven Hendry | $632,182 | $583,742 | $531,455 | $278,131 | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Statement of Revenue
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Revenue growth | 15% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Grants
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Filings & Schedule Manifest
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Sources
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