CFA Institute

CFA Institute

CFA Institute

Date Founded



477 Madison Avenue 21st floor, New York, New York 1002

Charitable Causes

Mutual Benefit Organizations

Employees (Worldwide)



Other Business & Consulting Services

Company Description

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Contact Data
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Executives & Employees

President & Chief Executive Officer

Deputy Chief Executive Officer

General Counsel

Managing Director & Chief Information Officer

Head Education

Managing Director, Asia Pacific

Managing Director, Advocacy

Benefit Plan Administrator

Managing Director, Americas

Managing Director-Stakeholder Services, Marketing & Communications Division

Board of Directors

Co-Founder at Stairway Partners LLC

Distinguished Alumni
Ken He is now Vice President at Racing Capital Management HK Ltd.
Mark Gallien is now Vice President, Investment Counsellor at Burgundy Asset Management Ltd.
Paths to CFA Institute
Potential Connections via
Relationship Science
CFA Institute
Key Stats and Financials As of 2016
Market Capitalization
Total Enterprise Value
Earnings Per Share
Professional Examination Service, Inc. Internet Software & Services | NEW YORK, NY

Professional Examination Service, Inc. provides online score reporting for candidates and other stakeholders. The firm's services include advisory services, studies of professional/occupational practice, new program feasibility studies, program implementation, examination development, examination administration, scoring and statistical services, program innovation/enhancement, innovative assessment types, alternative recertification programs, self-assessments for continuing competency, practice tests, training-related assessment, market research and program evaluation. The company was founded in 1941 and is headquartered in New York, NY.

WPP Plc Entertainment | London, GL

WPP Plc engages in the provision of communications services. It operates through the following business segments: Advertising and Media Investment Management; Data Investment Management; Public Relations and Public Affairs; and Brand Consulting, Health & Wellness and Specialist Communications. The company was founded in 1985 and is headquartered in London, the United Kingdom.

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