CFA Institute
CFA Institute's Overview
CFA Institute is a global, not-for-profit organization of investment professionals. We promote the highest ethical standards and provide education, professional development, and certifications to help our members and candidates succeed. Our mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. CFA Institute is renowned for offering the Chartered Financial Analyst (CFA®) designation, a globally respected and recognized investment management credential.
Where is CFA Institute's Headquarters?
HQ Function
Serves as the central hub for CFA Institute's global operations, including curriculum development for the CFA Program, exam administration, policy setting, advocacy efforts, and worldwide member and society support.
Notable Features:
The headquarters, known as the Al M. Glickman Center, is a modern facility designed to support global collaboration and educational development. It features advanced conference facilities, collaborative workspaces, and technology to connect with its global network.
Work Culture:
The work culture at CFA Institute headquarters emphasizes professionalism, ethical conduct, continuous learning, innovation, and a strong commitment to the organization's mission. It fosters a diverse, inclusive, and collaborative environment focused on serving its global members and the investment industry.
HQ Significance:
The Charlottesville headquarters is pivotal as the operational and strategic core of a globally recognized standard-setting body in the investment management profession. Key decisions regarding the CFA Program, ethical standards, and global advocacy originate here, impacting the financial industry worldwide.
Values Reflected in HQ: The headquarters' design and operations reflect CFA Institute's core values of ethics, integrity, professionalism, global collaboration, and dedication to education and professional excellence.
Location:
CFA Institute operates globally with its headquarters in Charlottesville, VA, USA, and regional offices in key international financial centers including London, Hong Kong, Beijing, Mumbai, New York, Abu Dhabi, and Brussels. These offices enable comprehensive support for member services, candidate programs, advocacy initiatives, university outreach, and employer relations worldwide. Furthermore, CFA Institute's global impact is amplified through its partnership with a vast network of more than 160 local member societies located in over 90 countries and territories, ensuring local relevance and support for investment professionals everywhere.
Street Address:
915 East High Street
City:
Charlottesville
State/Province:
Virginia
Country:
USA
CFA Institute's Global Presence
London, United Kingdom
Address: 138 Holborn, 4th Floor, London, EC1N 2SW, UK
To advance the CFA Institute mission in EMEA, engage with regulatory bodies, support the growth of the CFA Program, and cater to the professional needs of members and societies across diverse European, Middle Eastern, and African markets.
Hong Kong SAR, China
Address: 23/F, Man Yee Building, 68 Des Voeux Road Central, Hong Kong
To lead CFA Institute's initiatives in Asia-Pacific, fostering ethical practices, enhancing professional education, supporting the network of societies and members, and contributing to the development of robust capital markets in this dynamic economic region.
New York, NY, USA
Address: One Grand Central Place, 60 East 42nd Street, Suite 2610, New York, NY 10165, USA
To strengthen CFA Institute's presence and influence within the North American financial community, particularly in New York, by engaging with key industry players, supporting local societies, and promoting the value of the CFA designation and ethical leadership.
Beijing, China
Address: Unit 01, 20th Floor, China World Office 1, No.1 Jianguomenwai Avenue, Chaoyang District, Beijing 100004, China
To promote global best practices in investment management and ethics in mainland China, support the professional development of finance professionals, and contribute to the maturation of China's financial markets.
Mumbai, India
Address: 7th Floor, A Wing, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai 400025, India
To foster the growth of a highly skilled and ethical investment profession in India, supporting the country's expanding financial services sector and contributing to investor protection and market integrity.
Buying Intent Signals for CFA Institute
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Executive Team of CFA Institute
As of April 2025, CFA Institute' leadership includes:
Investors of CFA Institute
CFA Institute has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
CFA Institute has made several key senior appointments in the past 12-18 months to bolster its leadership in critical areas such as sustainability, regional management in Asia Pacific, and global partnerships. Information on executive departures is not always prominently publicized by the organization.
New Appointments:
Technology (Tech Stack) used by CFA Institute
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CFA Institute Email Formats and Examples
CFA Institute typically utilizes a standardized email format for its employees, most commonly 'firstname.lastname@cfainstitute.org'. While this is the predominant structure, variations might exist for specific departments or automated communications. For general inquiries, specific departmental email addresses like 'pr@cfainstitute.org' (for media relations) are also used.
firstname.lastname@cfainstitute.org
Format
jane.doe@cfainstitute.org
Example
85%
Success rate
News and media
CFA Institute • May 14, 2024
CFA Institute News: Global Pension Assets Grew in 2023 Amidst Shifting Allocations, Finds Latest Thinking Ahead Institute Study
The Thinking Ahead Institute, in conjunction with CFA Institute, released its annual Global Pension Assets Study, revealing that assets in the 22 largest pension markets (P22) grew by 11% to US$55.7 trillion by the end of 2023. The study also highlighted the continued rise of defined contribution (DC) plans and increased allocations to private markets....more
CFA Institute • May 7, 2024
CFA Institute News: New Report on Tokenization Explores Transformative Potential for Capital Markets and Investment Profession
The CFA Institute Research and Policy Center published a new report, 'Tokenization: Implications for Capital Markets and the Investment Profession.' The report details how tokenization could revolutionize capital markets by enhancing liquidity, improving transparency, and increasing efficiency, while also outlining challenges and considerations for the investment industry....more
CFA Institute • April 22, 2024
CFA Institute News: Audrey Choi Joins CFA Institute as Chief Sustainability Officer
CFA Institute announced the appointment of Audrey Choi as its first Chief Sustainability Officer. In this new role, Choi will lead the organization’s efforts to advance sustainability and ESG (environmental, social, and governance) considerations within the investment profession globally....more
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