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401:— cooperated for the purpose of promoting the exchange of ideas and supporting the welfare of their profession, calling the new group the National Federation of Financial Analysts Societies (NFFAS). In 1959, the NFFAS Board of Directors approved the establishment of the Institute of Chartered Financial Analysts (ICFA), which was incorporated in 1962. NFFAS changed its name to the Financial Analysts Federation (FAF) in 1961.
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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
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were established. In 1963, the profession was formalized when 284 candidates sat for the first CFA exam and 268 CFA charters were awarded. The following year, all 3 levels of the exam were administered to more than 1,700 candidates.
416:
The
Association for Investment Management and Research (AIMR) was founded in 1990 as the umbrella organization for the ICFA and the FAF, still separate entities at that time. ICFA and the FAF consolidated under AIMR in 1999.
321:
It provides continuing education conferences, seminars, webcasts, and publications to allow members and other participants to stay current on developments in the investment industry. CFA Institute also oversees the
434:, CFA Institute has cancelled the majority of the examinations around the world due to the lack of examination facilities in 2020. From 2021 onwards, all examinations were shifted to
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announced it will fine CFA Institute more than $ 320,000 for discriminating against qualified
American workers by hiring temporary foreign workers through the H-1B visa program.
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In 2004, the
Association for Investment Management and Research voted to change its name to the CFA Institute.
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817:"From Practice to Profession: A history of the Financial Analysts Federation and the investment profession"
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In March 2021, CFA Institute launched the
Certificate in ESG Investing due to the increasing importance of
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The organization offers its flagship CFA designation program and six other certifications:
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900:"DOJ Fines Virginia Firm for Hiring Foreigners over Qualified Americans"
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for university students and the CFA Research
Institute Foundation.
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925:"CFA schedule is disrupted again with December exams canceled"
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577:"CFA Institute Chief Departs after Disclosing Relationship"
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Association for
Investment Management and Research (AIMR)
874:"AIMR Changes Name to CFA Institute : Educalc.net"
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Private
Markets and Alternative Investments Certificate
275:. It also publishes the Enterprising Investor blog.
314:
Data
Science for Investment Professionals Certificate
978:"CFA offers certification in sustainable investing"
308:Climate Risk, Valuation, and Investing Certificate
951:"Updated: Credentialing bodies move exams online"
297:Certificate in Investment Performance Measurement
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1037:Business and finance professional associations
443:environmental, social and corporate governance
781:"Key Events in the History of CFA Institute"
540:Certificate in ESG Investing Administrations
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980:. The Financial Times Ltd. Financial Times
385:In 1947, four financial analyst societies—
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682:. Financial Industry Regulatory Authority
438:for the three levels of the CFA program.
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425:The United States Department of Justice
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626:"CFA Institute Enterprising Investor"
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16:Professional association for analysts
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1017:About the CFA Institute and Charter
702:"CFA Institute Research Foundation"
676:"Chartered Financial Analyst (CFA)"
630:CFA Institute Enterprising Investor
365:. The current President and CEO is
317:Investment Foundations® Certificate
13:
840:
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329:CFA Institute is headquartered in
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1047:Organizations established in 1947
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797:from the original on June 9, 2022
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460:Members and Exam Administrations
290:(CFA) designation, recognized by
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597:"Annual Report Fiscal Year 2023"
324:CFA Institute Research Challenge
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447:socially responsible investing
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333:, with additional offices in
520:CIPM Program Administrations
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1042:Companies based in Virginia
898:Binder, John (2019-02-27).
500:CFA Program Administrations
406:Chartered Financial Analyst
288:Chartered Financial Analyst
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650:"Certificates and Courses"
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272:Financial Analysts Journal
209:USD $ 282.0 million (2023)
196:USD $ 345.1 million (2023)
180:Financial Analysts Journal
848:"CFAI Annual Report 2018"
331:Charlottesville, Virginia
269:, quarterly journal, the
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100:38.0321222°N 78.471694°W
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436:computer-based testing
408:(CFA) designation and
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105:38.0321222; -78.471694
480:CFA Institute Members
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955:Investment Executive
724:"Research Challenge"
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957:. Newcom Media Inc
746:"Office Locations"
423:In February 2019,
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137:Official language
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1032:Analyst societies
904:U.S. Tech Workers
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445:(ESG) factors in
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367:Margaret Franklin
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91:78°28′18.1″W
88:38°1′55.64″N
68:Headquarters
34:Abbreviation
660:24 December
148:Board Chair
103: /
79:Coordinates
1026:Categories
961:26 October
935:26 October
909:2019-06-02
884:2014-11-08
833:2014-11-08
756:26 October
635:2023-02-15
562:References
430:Given the
219:551 (2023)
175:Main organ
54:Non-profit
680:FINRA.org
363:Abu Dhabi
347:Hong Kong
279:Structure
187:Revenue
160:President
121:Worldwide
42:Formation
984:16 March
792:Archived
610:12 April
515:354,300
495:178,400
395:New York
359:Shanghai
201:Expenses
801:June 8,
512:102,200
509:214,900
506:262,400
503:211,100
492:186,400
489:191,000
486:202,200
483:206,000
475:FY2019
472:FY2020
469:FY2021
466:FY2022
463:FY2023
391:Chicago
373:History
355:Beijing
224:Website
215:Staff
141:English
60:Purpose
858:2 June
854:. 2018
730:7 July
708:7 July
686:21 Aug
543:17,000
535:1,600
397:, and
387:Boston
351:Mumbai
343:London
299:(CIPM)
162:&
827:(PDF)
820:(PDF)
795:(PDF)
784:(PDF)
600:(PDF)
546:3,100
529:1,500
292:FINRA
986:2021
963:2020
937:2020
860:2019
803:2022
758:2020
732:2019
710:2019
688:2024
662:2023
612:2024
555:N/A
361:and
260:The
233:.org
50:Type
45:1947
37:CFAI
604:CFA
552:N/A
549:N/A
532:950
526:900
523:800
229:www
164:CEO
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