CFA INSTITUTE
915 EAST HIGH STREET, CHARLOTTESVILLE, VA 229022083 www.cfainstitute.org

Total Revenue
$416,456,990
Total Expenses
$365,537,251
Net Assets
$364,037,441

Organizations Filed Purposes: TO LEAD THE INVESTMENT PROFESSION GLOBALLY BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE FOR THE ULTIMATE BENEFIT OF SOCIETY.

THE CHARTERED FINANCIAL ANALYST (CFA) PROGRAM: THE ORGANIZATION ADMINISTERS THE WORLD-RENOWNED 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 ANALYSIS, CORPORATE FINANCE, EQUITY AND FIXED-INCOME ANALYSIS, ALTERNATIVE INVESTMENTS, DERIVATIVES, PORTFOLIO MANAGEMENT, AND WEALTH PLANNING.

PROFESSIONAL DEVELOPMENT MEMBER SERVICES: THE ORGANIZATION PROMOTES LIFELONG LEARNING BY SPONSORING AND DISSEMINATING A VARIETY OF EDUCATIONAL CONTENT TO INVESTMENT PROFESSIONALS ON TOPICS RELEVANT TO THE PROFESSION. IT ALSO PROVIDES CAREER DEVELOPMENT RESOURCES, CREATES AFFILIATION AND NETWORKING OPPORTUNITIES, AND PROMOTES AWARENESS AND RECOGNITION OF MEMBER CREDENTIALS TO THE INDUSTRY AND INVESTING PUBLIC.

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.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Paul Smith CfaPRES & CEO & RESRCH FDN BD MEM40$1,342,620
Bjorn ForfangMANAGING DIR. (EXIT 4/2019)40$781,092
Kurt N Schacht CfaMANAGING DIRECTOR40$568,834
Nick PollardMANAGING DIRECTOR40$498,738
Nitin MehtaFORMER MANAGING DIRECTOR0$487,180
Diane Basile CfaCHIEF FIN. OFF. (EXIT 7/2019)40$485,952
Gary BakerMANAGING DIRECTOR40$468,121
Sheri Lynn LittlefieldCHIEF LEGAL OFFICER40$444,475
Stephen M Horan CfaMANAGING DIRECTOR40$436,601
Chris AinsworthMANAGING DIRECTOR40$436,530
Michael CollinsMANAGING DIRECTOR40$427,595
Elaine ChengMANAGING DIR. (EXIT 3/2019)40$426,470
Tony TanHEAD, ETHICS, STANDARD CONDUCT40$415,441
Emily DunbarMANAGING DIRECTOR40$411,121
Sandra Peters CfaHEAD, FIN. REPORT POL. GROUP40$400,219
Jiali JunSENIOR COUNTRY HEAD, CHINA40$384,165
Rahul KeshapHEAD, CLARITAS - EXIT 12/201840$384,010
Rob GowenHEAD, PROD. SOL.- EXIT 11/201840$372,410
Darin GoodwilerMANAGING DIR. (EXIT 10/2018)40$330,062
Jeff KnightonINTERIM CFO (EFF. 7/2019)40$234,938
John BowmanMANAGING DIR. (EXIT 1/2018)40$205,791
Joseph P LangeCORPORATE SECRETARY40$164,308
Robert Jenkins FsipBOARD PAST CHAIR1$5,023
Maria Wilton CfaMember, Board of Governors1$0
Punita Kumar-Sinha CfaMEMBER, BOARD OF GOVERNORS1$0
Leah Bennett CfaMEMBER, BOARD OF GOVERNORS1$0
Alexander BirkinMEMBER, BOARD OF GOVERNORS1$0
Daniel Fasciano CfaMEMBER, BOARD OF GOVERNORS1$0
Geoffrey Ng CfaMEMBER, BOARD OF GOVERNORS1$0
Robert Bruner DbaMEMBER, BOARD OF GOVERNORS1$0
Zouheir Tamim El Jarkass CfaMEMBER, BOARD OF GOVERNORS1$0
Daniel Gamba CfaAUDIT & RISK COMMITTEE CHAIR1$0
Sunil Singhania CfaInvestment Committee Chair1$0
Hua Yu CfaSOCIETY ADVISORY CO-CHAIR1$0
Diane Nordin CfaBOARD VICE CHAIR1$0
Heather Brilliant CfaBOARD & EXEC. COMMITTEE CHAIR1$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202001919349301980_public.xml