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412:— 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.
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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.
332:
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
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445:, 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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828:"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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for university students and the CFA Research
Institute Foundation.
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936:"CFA schedule is disrupted again with December exams canceled"
588:"CFA Institute Chief Departs after Disclosing Relationship"
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Association for
Investment Management and Research (AIMR)
885:"AIMR Changes Name to CFA Institute : Educalc.net"
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Private
Markets and Alternative Investments Certificate
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Data
Science for Investment Professionals Certificate
989:"CFA offers certification in sustainable investing"
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319:Climate Risk, Valuation, and Investing Certificate
962:"Updated: Credentialing bodies move exams online"
308:Certificate in Investment Performance Measurement
1048:Business and finance professional associations
454:environmental, social and corporate governance
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792:"Key Events in the History of CFA Institute"
551:Certificate in ESG Investing Administrations
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991:. The Financial Times Ltd. Financial Times
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396:In 1947, four financial analyst societies—
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36:
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693:. Financial Industry Regulatory Authority
449:for the three levels of the CFA program.
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436:The United States Department of Justice
637:"CFA Institute Enterprising Investor"
27:Professional association for analysts
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1028:About the CFA Institute and Charter
713:"CFA Institute Research Foundation"
687:"Chartered Financial Analyst (CFA)"
641:CFA Institute Enterprising Investor
376:. The current President and CEO is
328:Investment Foundations® Certificate
340:CFA Institute is headquartered in
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1058:Organizations established in 1947
808:from the original on June 9, 2022
471:Members and Exam Administrations
301:(CFA) designation, recognized by
608:"Annual Report Fiscal Year 2023"
335:CFA Institute Research Challenge
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987:Nauman, Billy (15 March 2021).
586:Huang, Daniel (10 June 2014).
458:socially responsible investing
18:The Financial Analysts Journal
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344:, with additional offices in
531:CIPM Program Administrations
1053:Companies based in Virginia
909:Binder, John (2019-02-27).
511:CFA Program Administrations
417:Chartered Financial Analyst
299:Chartered Financial Analyst
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661:"Certificates and Courses"
283:Financial Analysts Journal
220:USD $ 282.0 million (2023)
207:USD $ 345.1 million (2023)
191:Financial Analysts Journal
859:"CFAI Annual Report 2018"
342:Charlottesville, Virginia
280:, quarterly journal, the
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83:Charlottesville, Virginia
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111:38.0321222°N 78.471694°W
593:The Wall Street Journal
447:computer-based testing
419:(CFA) designation and
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116:38.0321222; -78.471694
491:CFA Institute Members
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966:Investment Executive
735:"Research Challenge"
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968:. Newcom Media Inc
757:"Office Locations"
434:In February 2019,
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148:Official language
1043:Analyst societies
915:U.S. Tech Workers
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456:(ESG) factors in
443:COVID-19 pandemic
378:Margaret Franklin
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16:(Redirected from
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99:38°1′55.64″N
79:Headquarters
45:Abbreviation
671:24 December
159:Board Chair
114: /
90:Coordinates
1037:Categories
972:26 October
946:26 October
920:2019-06-02
895:2014-11-08
844:2014-11-08
767:26 October
646:2023-02-15
573:References
441:Given the
230:551 (2023)
186:Main organ
65:Non-profit
691:FINRA.org
374:Abu Dhabi
358:Hong Kong
290:Structure
198:Revenue
171:President
132:Worldwide
53:Formation
995:16 March
803:Archived
621:12 April
526:354,300
506:178,400
406:New York
370:Shanghai
212:Expenses
812:June 8,
523:102,200
520:214,900
517:262,400
514:211,100
503:186,400
500:191,000
497:202,200
494:206,000
486:FY2019
483:FY2020
480:FY2021
477:FY2022
474:FY2023
402:Chicago
384:History
366:Beijing
235:Website
226:Staff
152:English
71:Purpose
869:2 June
865:. 2018
741:7 July
719:7 July
697:21 Aug
554:17,000
546:1,600
408:, and
398:Boston
362:Mumbai
354:London
310:(CIPM)
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838:(PDF)
831:(PDF)
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557:3,100
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974:2020
948:2020
871:2019
814:2022
769:2020
743:2019
721:2019
699:2024
673:2023
623:2024
566:N/A
372:and
271:The
244:.org
61:Type
56:1947
48:CFAI
615:CFA
563:N/A
560:N/A
543:950
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