Grantmaking public charityEIN 541386480
CFA INSTITUTE
CHARLOTTESVILLE, VA 22902
Total Assets
$912.9M
FY 2023
Annual Giving
$4.1M
FY 2023
Grants Made
71
FY 2023
Avg Grant
$58K
FY 2023
Grant Range
—
Typical
Deadlines
—
Applications
Programs & Activities
Program 1
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.
Program 2
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.
Financial Snapshot
2023 filing
Total Revenue
$462.9M
Total Expenses
$298.4M
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
354 grants
Grant Size Distribution
354 grants
Geographic Focus
43 states
+33 more states
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