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Company Overview of CFA Institute
CFA Institute provides educational services. The institute administers Chartered Financial Analyst (CFA) and Certificate in Investment Performance Measurement (CIPM) curriculum and exam programs. Additionally, it engages in publication of periodicals, books, journals, and reviews. The institute has strategic alliances with American University of Sharjah, Bocconi University, London Business School, Saïd Business School, Boston University, Concordia University, Marquette University, University of Wisconsin, and Hong Kong University of Science and Technology. CFA Institute, formerly known as Association For Investment Management & Research, was founded in 1999 and is based in Charlottesville, V...
560 Ray C Hunt Drive
Charlottesville, VA 22903
Founded in 1999
Key Executives for CFA Institute
Chief Financial Officer and Managing Director of Finance and Corporate Support Division
President of New Orleans Chapter
Managing Director of Member and Society Division
Deputy Chief Executive Officer and Managing Director of the Education Division
Compensation as of Fiscal Year 2012.
CFA Institute Key Developments
CFA Institute Appoints Thomas Robinson as Managing Director of Americas Operations, and John Bowman and Stephen Horan as Managing Directors of Education
Apr 17 13
CFA Institute appointed Thomas Robinson as managing director of Americas operations, and John Bowman and Stephen Horan as managing directors of education. Robinson has worked with CFA Institute for six years, most recently serving as managing director of education. Robinson has a background in education and investment management, having worked as an associate professor and director at the University of Miami and an independent financial adviser and tax consultant. In addition to a CFA charter, Robinson holds Certified Financial Planner (CFP), Chartered Alternative Investment Analyst (CAIA) and Certified Public Accountant (CPA) designations. Bowman and Horan, both holding CFA charters, will join the leadership team as managing directors of education. They will provide strategic leadership for educational content and examinations, and educational programs and program relationships. Bowman will be responsible for CFA, CIPM and Claritas program leadership, regulator and program recognition, university relations, scholarship programs, regional education initiatives and special projects. He most recently served as the head of the Claritas Investment Certificate program for CFA Institute, and has analyst and investment management experience with State Street Global Advisors, Mellon Growth Advisors and Zacks Investment Research. Horan will lead curriculum development, examination development, publications, candidate products, exam administration and security, and the CFA Institute Research Foundation.
CFA Institute Presents at Agrion Energy Summit & Sustainability Meeting, Feb-19-2013 02:30 PM
Feb 9 13
CFA Institute Presents at Agrion Energy Summit & Sustainability Meeting, Feb-19-2013 02:30 PM. Venue: New York, United States. Speakers: Matt Orsagh, Director of Capital Markets Policy.
CFA Institute Presents at India Investment Conference, Jan-11-2013 09:00 AM
Jan 8 13
CFA Institute Presents at India Investment Conference, Jan-11-2013 09:00 AM. Venue: Grand Hyatt Mumbai, Mumbai, India. Speakers: John Davis Rogers, Chief Executive Officer, President and Member of the Board of Governors.
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