CFA Institute
A global not-for-profit that administers the CFA charter and specialized certificates, sets industry standards including the GIPS standards and Asset Manager Code, maintains a code of ethics with disciplinary procedures, and connects 200,000+ charterholders through 155+ member societies.
Financial profile
CFA Institute · EIN 54-1386480 · 501(c)(6)
| Fiscal year | Total revenue | Contributions | Program services | Total expenses | Net assets | Year end |
|---|---|---|---|---|---|---|
| FY2023 | $360,345,275 | $0 | $327,156,040 | $271,991,297 | $397,556,251 | Aug 2023 |
| FY2022 | $346,815,960 | $390,617 | $328,773,914 | $278,732,579 | $291,552,844 | Aug 2022 |
| FY2021 | $299,621,233 | $0 | $276,135,280 | $299,566,682 | $312,762,053 | Aug 2021 |
| FY2020 | $184,976,793 | $0 | $164,819,596 | $304,140,097 | $262,026,428 | Aug 2020 |
| FY2019 | $416,456,990 | $0 | $386,449,309 | $365,537,251 | $364,037,441 | Aug 2019 |
| FY2018 | $370,089,211 | $318,704 | $354,274,605 | $338,068,864 | $322,856,901 | Aug 2018 |
Figures exactly as reported. A blank cell was blank on the form. The fiscal year links to the filing.
Peer societies
Five societies CFA Institute is read alongside.
AICPA
American Institute of Certified Public Accountants
The body that sets and guards the professional standards, ethics, and credential that define the certified…
CFPBS
Certified Financial Planner Board of Standards
The standards-setting and certifying body for the CFP mark in the United States, defining education…
18 companies named
GARP
Global Association of Risk Professionals
A global professional body for risk managers that sets standards and confers the Financial Risk Manager…
CAIAA
Chartered Alternative Investment Analyst Association
The global body that grants the CAIA designation, the professional standard for expertise in alternative…
AFP
Association for Financial Professionals
The standard-setting body for corporate treasury and financial planning, best known for credentials that…
196 companies named
Who backs CI
No public supporter list found as of September 2026.
Who backs CFA Institute's peers, but not CFA Institute
Companies named publicly by at least one of CFA Institute's five peer societies, and not found in CFA Institute's reviewed public records.
The outside view
A global not-for-profit that administers the CFA charter and specialized certificates, sets industry standards including the GIPS standards and Asset Manager Code, maintains a code of ethics with disciplinary procedures, and connects 200,000+ charterholders through 155+ member societies.
- Authority
- Preserve
- Outward
- Operational
Their shape
The Citadel
Led from the center, built to endure.
The Citadel runs on clarity and decisiveness, its direction held by a strong center the whole organization moves behind. Its gift is speed and coherence, its challenge is leaning too heavily on the few at the middle.
Also reads toward The Guild, The Republic and The League.
Strengths
Not an official page of CFA Institute. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.