2026-07-14T09:11:16+00:00 2025-08-31 135565207 KPMG LLP 8350 Broad Street Suite 900 McLean VA 22102 990 2024-09-01 541386480 CFA Institute CFAI 4349515499 915 EAST HIGH STREET CHARLOTTESVILLE VA 22902 PATRICIA ROTHSCHILD INTERIM PRESIDENT & CEO 2026-07-14 true Brian Kearns P02061479 7032868000 2026-07-06 2024 2025-03-06 01:10:19Z PATRICIA ROTHSCHILD 915 EAST HIGH STREET CHARLOTTESVILLE VA 22902 552359900 false X WWW.CFAINSTITUTE.ORG X 1986 VA SEE STATEMENT O 14 13 457 4160 488817 200591 0 0 365965547 410301685 91882739 122523258 5043712 1213744 462891998 534038687 15459313 14389805 0 0 108198875 113730823 0 0 0 174697056 193464902 298355244 321585530 164536754 212453157 912886795 1038237122 347786928 310731541 565099867 727505581 SEE STATEMENT O false false THE CHARTERED FINANCIAL ANALYST (CFA) PROGRAM: THE ORGANIZATION ADMINISTERS THE 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 SERVICES: THE ORGANIZATION PROMOTES LIFELONG LEARNING BY DEVELOPING AND DISSEMINATING A VARIETY OF EDUCATIONAL COURSES AND CERTIFICATES TO INVESTMENT PROFESSIONALS ON TOPICS RELEVANT TO THE PROFESSION, INCLUDING SUSTAINABLE INVESTING CERTIFICATE; CLIMATE RISK, VALUATION AND INVESTING CERTIFICATE, PRIVATE MARKETS AND ALTERNATIVE INVESTMENTS CERTIFICATES, DATA SCIENCE FOR INVESTMENT PROFESSIONS CERTIFICATE, THE CERTIFICATE IN INVESTMENT PERFORMANCE MANAGEMENT, PRIVATE EQUITY CERTIFICATE AND INVESTMENT FOUNDATIONS CERTIFICATE. 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. 0 false false false false true false false false false false true false false false true true false true false true true true false false false false false true false true false false false false false false false false false false false false false false true true true true false false true X 213 0 true 457 true true true true HK IN SN BE AE UK CA CH false false false false true false X 14 13 false false false true true true false true true false false false true true true true true true true true false false X X STEVEN HENDRY 4349515499 915 EAST HIGH STREET CHARLOTTESVILLE VA 229022083 HEINZ HOCKMANN BOG VICE CHAIR 1.0 0 X X 0 0 0 MARGARET FRANKLIN PRES & CEO & RESRCH FDN BD MEM 40.0 1.0 X X 1444710 0 44589 MARSHALL BAILEY BOG CHAIR 1.0 0 X X 0 0 0 JENNIFER GARBOWICZ BOARD MEMBER 1.0 0 X 0 0 0 JOANNE HILL BOARD MEMBER 1.0 1.0 X 0 0 0 LINDSEY MATTHEWS BOARD MEMBER 1.0 0 X 0 0 0 MARIA WILTON BOARD MEMBER 1.0 0 X 14459 0 0 MEI GAO BOARD MEMBER 1.0 0 X 0 0 0 OYEBANJI FEHINTOLA BOARD MEMBER 1.0 0 X 0 0 0 PAMELA YANG BOARD MEMBER 1.0 0 X 0 0 0 PATRICIA ROTHSCHILD BOARD MEMBER 1.0 0 X 0 0 0 RAVI GAUTHAM BOARD MEMBER 1.0 0 X 0 0 0 VIPIN MAYAR BOARD MEMBER 1.0 0 X 0 0 0 YIMEI LI BOARD MEMBER 1.0 0 X 0 0 0 JOE LANGE CORPORATE SECRETARY 40.0 0 X 242549 0 56762 STEVEN HENDRY CHIEF FINANCIAL OFFICER 40.0 0 X 632182 0 71394 ANDREW ROME MANAGING DIRECTOR 40.0 0 X 522874 0 61391 CHRIS WIESE MANAGING DIRECTOR 40.0 0 X 589933 0 71100 MARTIN COLBURN END 92025 MANAGING DIRECTOR 40.0 0 X 678575 0 51782 PAUL ANDREWS END 12025 MANAGING DIRECTOR 40.0 0.0 X 397691 0 61380 PAUL MOODY MANAGING DIRECTOR 40.0 0 X 620918 0 40611 SHERI KELLY MANAGING DIRECTOR 40.0 0 X 563528 0 61080 ANNE O'BRIEN CHIEF OF STAFF 40.0 0 X 436935 0 60781 DOUG COHEN SENIOR HEAD PRODUCT MANAGEMENT 40.0 0 X 400656 0 67970 SANDY PETERS SENIOR HEAD, FIN. 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CFA INSTITUTE HAS DETERMINED THAT IT HAS ADEQUATELY PROVIDED FOR ALL OPEN TAX YEARS AND HAS NO UNCERTAIN TAX POSITIONS. 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93 false false false false false true Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds INDIVIDUAL GRANT PAYMENTS ARE MONITORED AND TRACKED BY CFA INSTITUTE STAFF. GRANT RECIPIENTS ARE REQUIRED TO SUBMIT DETAILED BUSINESS PLANS, BUDGETS AND REPORTS. ADDITIONALLY AS PART OF THE GRANT MONITORING PROCEDURES, THE GRANT RECIPIENTS HAVE TO PROVIDE CFA INSTITUTE THEIR FINANCIALS ANNUALLY. CFA INSTITUTE IS ALSO ABLE TO CONDUCT AN AUDIT OF THE SOCIETY GRANT RECIPIENTS AT ANY TIME. CFA INSTITUTE ENSURES THAT ITS GRANT AGREEMENTS CONTAIN LANGUAGE RESTRICTING THE USE OF GRANT FUNDS TO BE USED FOR ANY PURPOSE OTHER THAN AS SPECIFIED IN THE INDIVIDUAL GRANT. THE GRANT FUNDS CAN NEITHER BE USED TO REIMBURSE THE EXPENSES THAT SOCIETY GRANT RECIPIENTS INCURRED PRIOR TO THE GRANT'S APPROVAL, NOR CAN THE GRANT FUNDS RESULT IN AN UNEXPECTED SURPLUS FOR THE SOCIETY GRANT RECIPIENTS. 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FINANCIAL ANALYSTS INC DBA CFA SOCIETY NORTH CARO LINA INC 3004 OXBOW CT RALEIGH NC 27613 561824044 501(c)(6) 98143 N/A GEN SUPPORT QUINNIPIAC UNIVERSITY 275 MOUNT CARMEL AVENUE HAMDEN CT 06518 060646701 501(c)(3) 15500 N/A GEN SUPPORT THE CFA SOCIETY OF DETROIT INC 525 E MICHIGAN AVE 409 SALINE MI 48176 386087152 501(c)(6) 39972 N/A GEN SUPPORT THE CFA SOCIETY OF NEW MEXICO PO BOX 36947 ALBUQUERQUE NM 87176 850454738 501(c)(6) 12695 N/A GEN SUPPORT THE CFA SOCIETY OF ORLANDO INC PO BOX 4387 ORLANDO FL 32802 593213363 501(c)(6) 33009 N/A GEN SUPPORT 2 67 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds INDIVIDUAL GRANT PAYMENTS ARE MONITORED AND TRACKED BY CFA INSTITUTE STAFF. GRANT RECIPIENTS ARE REQUIRED TO SUBMIT DETAILED BUSINESS PLANS, BUDGETS AND REPORTS. ADDITIONALLY AS PART OF THE GRANT MONITORING PROCEDURES, THE GRANT RECIPIENTS HAVE TO PROVIDE CFA INSTITUTE THEIR FINANCIALS ANNUALLY. CFA INSTITUTE IS ALSO ABLE TO CONDUCT AN AUDIT OF THE SOCIETY GRANT RECIPIENTS AT ANY TIME. ALL DOMESTIC GRANTEES HAVE BEEN DEEMED TO BE TAX-EXEMPT ENTITIES THAT ARE SUBJECT TO PRIVATE INUREMENT PROHIBITIONS JUST AS CFA INSTITUTE IS. THESE GRANTS ARE NOT USED TO PROVIDE FUNDS TO ANY INDIVIDUAL MEMBERS. X X X X X true true X X X X X false false false MARGARET FRANKLIN PRES & CEO & RESRCH FDN BD MEM 729500 0 699886 0 15324 0 41400 0 3189 0 1489299 0 0 0 LEILANI HALL END 52024 SENIOR HEAD, CODES AND STAND 109724 0 7747 0 200805 0 16002 0 3582 0 337860 0 0 0 KURT SCHACHT END 122022 SENIOR HEAD ADV 150000 0 0 0 0 0 0 0 0 0 150000 0 0 0 STEVEN HENDRY CHIEF FINANCIAL OFFICER 385000 0 241440 0 5742 0 41400 0 29994 0 703576 0 0 0 JOE LANGE CORPORATE SECRETARY 185993 0 53119 0 3437 0 28694 0 28068 0 299311 0 0 0 SHERI KELLY MANAGING DIRECTOR 370000 0 185000 0 8528 0 41400 0 19680 0 624608 0 0 0 PAUL MOODY MANAGING DIRECTOR 361666 0 237814 0 21438 0 36022 0 4589 0 661529 0 0 0 CHRIS WIESE MANAGING DIRECTOR 345000 0 240447 0 4486 0 41400 0 29700 0 661033 0 0 0 ANDREW ROME MANAGING DIRECTOR 315000 0 203070 0 4804 0 41400 0 19991 0 584265 0 0 0 MARTIN COLBURN END 92025 MANAGING DIRECTOR 400000 0 247440 0 31135 0 41400 0 10382 0 730357 0 0 0 PAUL ANDREWS END 12025 MANAGING DIRECTOR 365000 0 21600 0 11091 0 41400 0 19980 0 459071 0 0 0 VITO LORE SENIOR HEAD, STRATEGY & PLANNING 301666 0 96170 0 5422 0 41400 0 26747 0 471405 0 0 0 SANDY PETERS SENIOR HEAD, FIN. RPT POLICY 312260 0 113189 0 7432 0 41400 0 21006 0 495287 0 0 0 ANNE O'BRIEN CHIEF OF STAFF 317358 0 111854 0 7723 0 41400 0 19381 0 497716 0 0 0 DOUG COHEN SENIOR HEAD PRODUCT MANAGEMENT 270490 0 125203 0 4963 0 41400 0 26570 0 468626 0 0 0 TOM BERRY CHIEF MARKETING OFFICER 270566 0 134208 0 2088 0 41400 0 10553 0 458815 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel MEMBERS OF THE LEADERSHIP TEAM , MANAGING DIRECTORS AND THE BOARD OF GOVERNORS ARE ELIGIBLE FOR FIRST CLASS AIR & RAIL TRAVEL. Schedule J, Part I, Line 1a Travel for companions COMPANION TRAVEL IS AVAILABLE AS OF THE POLICY REVISION DATE FOR THE FOLLOWING GROUPS WITH THE COST OF THE SECOND TICKET COVERED BY CFA INSTITUTE BUT REPRESENTING TAXABLE INCOME TO THE TRAVELER. THIS BENEFIT DOES NOT ROLL OVER IF NOT USED WITHIN THE FISCAL YEAR. *MEMBERS OF THE LEADERSHIP TEAM ARE ELIGIBLE ON ONE TRIP PER FISCAL YEAR TO PURCHASE AN ADDITIONAL TICKET FOR ONE COMPANION IN THE SAME CLASS OF SERVICE. THIS DOES NOT APPLY TO NON-LEADERSHIP TEAM MANAGING DIRECTORS. *MEMBERS OF THE BOARD OF GOVERNORS ARE ELIGIBLE TO PURCHASE AN ADDITIONAL TICKET FOR ONE COMPANION IN THE SAME CLASS OF SERVICE FOR ONE BUSINESS TRIP PER FISCAL YEAR. Schedule J, Part I, Line 1a Tax indemnification and gross-up payments CFA INSTITUTE PROVIDED A GROSS UP ON INCOME REPORTED TO CEO TO COVER IMPUTED INCOME ASSOCIATED WITH THE PROVISION OF OUTSIDE TAX PREPARATION SERVICES. Schedule J, Part I, Line 1a Housing allowance or residence for personal use CFA INSTITUTE PAYS FOR RELOCATION HOUSING AND INCLUDES THIS IN THE EMPLOYEE'S COMPENSATION. AS CUSTOMARY IN LOCAL COUNTRY, CFA INSTITUTE EMPLOYEES WHO LIVE AND WORK IN HONG KONG, INDIA, OR UNITED ARAB EMIRATES ARE PROVIDED HOUSING ALLOWANCES WHICH ARE INCLUDED IN COMPENSATION. Schedule J, Part I, Line 1a Health or social club dues or initiation fees EFFECTIVE 1 JANUARY 2023, LIFESTYLE SPENDING ACCOUNTS (LSA'S) WERE ESTABLISHED FOR ALL CFA INSTITUTE EMPLOYEES. FUNDS ALLOCATED TO THE LSA'S CAN BE USED FOR REIMBURSEMENT OF APPROVED EXPENSES RELATED TO MEMBER HEALTH AND WELLNESS, UP TO A MAXIMUM AMOUNT. HOWEVER, U.S. EMPLOYEES WHO WERE NOT COVERED BY A CFA INSTITUTE HEALTH PLAN, AND NON-U.S. EMPLOYEES WERE STILL ELIGIBLE FOR REIMBURSEMENTS ASSUMING THEY QUALIFY. Schedule J, Part I, Line 1a MARIA WILTON RECEIVED $14,459 FOR A TRAVEL COMPANION TICKET. Form 990, Part I, Line 1 TO LEAD THE INVESTMENT PROFESSION GLOBALLY BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE FOR THE ULTIMATE BENEFIT OF SOCIETY. Form 990, Part III, Line 1 CFA INSTITUTE IS THE GLOBAL, NON-PROFIT PROFESSIONAL MEMBERSHIP ASSOCIATION THAT ADMINISTERS THE CHARTERED FINANCIAL ANALYST (CFA) CERTIFICATION, THE CERTIFICATE IN INVESTMENT PERFORMANCE MEASUREMENT (CIPM), AND THE SUSTAINABLE INVESTING CERTIFICATE AND ALSO PROVIDES PROFESSIONAL LEARNING COURSES. EXAMINATION PROGRAMS ARE CONDUCTED WORLDWIDE ALONG WITH RESEARCH, PROFESSIONAL DEVELOPMENT PROGRAMS AND PROFESSIONAL CONDUCT ENFORCEMENT FOR ITS INDIVIDUAL MEMBERS. THE ORGANIZATION SETS VOLUNTARY, ETHICS-BASED PROFESSIONAL AND PERFORMANCE- REPORTING STANDARDS FOR THE INVESTMENT PROFESSION. THE STATED MISSION OF THE ORGANIZATION 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 PURSUES THIS MISSION ON BEHALF OF ITS INDIVIDUAL MEMBERS WHO CURRENTLY NUMBER 213,660 IN 170 MARKETS. CFA INSTITUTE'S MEMBERSHIP INCLUDES 207,729 CFA CHARTERHOLDERS AND EXTENDS ITS REACH INTO LOCAL COMMUNITIES THROUGH A NETWORK OF 157 MEMBER SOCIETIES IN 81 MARKETS. CFA INSTITUTE IS HEADQUARTERED IN CHARLOTTESVILLE, VIRGINIA, UNITED STATES, WITH BRANCH OFFICES IN LONDON, BRUSSELS, HONG KONG, NEW YORK, WASHINGTON D.C., AND BEIJING AND SUBSIDIARY OFFICES IN BEIJING, HONG KONG, MUMBAI, SHANGHAI, SINGAPORE, ABU DHABI, AND TORONTO. MORE INFORMATION ON THE ORGANIZATION CAN BE FOUND AT WWW.CFAINSTITUTE.ORG. Form 990, Part VI, Line 5 Diversion of organization assets On June 23, 2025, the Manhattan District Attorney's Office announced criminal charges against a former employee of CFA Institute, and alleged that, over a several year period, the former employee embezzled approximately $5 million from CFA Institute. CFA Institute retained a highly reputable outside law firm to conduct an internal investigation and assess relevant internal controls. CFA Institute is in the process of implementing the recommendations made by the outside law firm. On April 22, 2026, the former employee pleaded guilty to Grand Larceny in the First Degree with respect to his theft from CFA Institute. CFA Institute presented a claim for the theft loss under its Crime Coverage Insurance Policy and received payment from the insurer in the amount of $5,459,912, which represents the amount of the theft loss demonstrated in the criminal matter, plus $100,000 in investigation expense costs, less the $100,000 retention in the policy. Form 990, Part VI, Line 6 Classes of members or stockholders THE CLASSES OF MEMBERSHIP IN CFA INSTITUTE ARE REGULAR, AFFILIATE, CHARTER-HOLDER MEMBERS AND MEMBER SOCIETIES. REGULAR MEMBERS AND CHARTERHOLDER MEMBERS ARE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO THE REGULAR MEMBERS. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body REGULAR MEMBERS HAVE ONE VOTE PER EACH MATTER SUBMITTED INCLUDING THE RIGHT TO ELECT THE OFFICERS (CHAIR AND VICE CHAIR) AND MEMBERS OF THE CFA INSTITUTE BOARD OF GOVERNORS. Form 990, Part VI, Line 11b Review of form 990 by governing body FORM 990 IS PRESENTED TO THE AUDIT AND FINANCE COMMITTEE AND DISCUSSED IN DETAIL. IN ADDITION, COPIES ARE PROVIDED TO EACH OF THE BOARD OF GOVERNORS. THESE PRESENTATIONS TAKE PLACE PRIOR TO FILING THE FORM 990 WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy CONFLICT OF INTEREST STATEMENTS ARE COLLECTED ANNUALLY. EMPLOYEE AND BOARD OF GOVERNORS' DISCLOSURES ARE DIRECTED TO THE CHIEF COMPLIANCE OFFICER. THE CONFLICT OF INTEREST POLICY PROVIDES VARIOUS AVENUES FOR REPORTING, INCLUDING ANYONE WISHING TO ESCALATE CONCERNS DIRECTLY TO THE RISK COMMITTEE CHAIR. COMPLIANCE TRAINING ON THE CODE OF CONDUCT, INCLUDING ON CONFLICTS OF INTEREST, IS REQUIRED FOR ALL NEW EMPLOYEES AND ONGOING ANNUALLY. ALL EMPLOYEES ACKNOWLEDGE THEIR UNDERSTANDING AND ADHERENCE TO POLICY WITHIN THE CODE OF CONDUCT ANNUALLY. THE RESTRICTIONS IMPOSED ON A PERSON WITH A CONFLICT VARY BASED ON THE NATURE OF THE CONFLICT AND THE SITUATION; HOWEVER, RESOLUTION OF A CONFLICT COULD INCLUDE PROHIBITING A BOARD MEMBER FROM PARTICIPATING IN A PARTICULAR DELIBERATION AND/OR DECISION. Form 990, Part VI, Line 15a Process to establish compensation of top management official TO ENSURE ONGOING AND EFFECTIVE CORPORATE GOVERNANCE, THE BOARD OF GOVERNORS UTILIZES A COMMITTEE - THE PEOPLE AND CULTURE (PAC) COMMITTEE - COMPRISED OF THREE GOVERNORS WHO ARE INDEPENDENT OF MANAGEMENT OF CFA INSTITUTE AND ARE FREE OF ANY RELATIONSHIP THAT WOULD INTERFERE WITH THEIR EXERCISE OF INDEPENDENT JUDGMENT. THE PAC COMMITTEE SETS THE COMPENSATION OF THE CEO, INCLUDING ANY INCENTIVE, AND ENGAGES INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE COMPENSATION RECOMMENDATIONS. THE COMMITTEE ENSURES THAT INDEPENDENT COMPARATIVE COMPENSATION STUDIES ARE CONDUCTED ON AN BIENNIAL BASIS TO GAUGE THE COMPETITIVENESS OF EXECUTIVE COMPENSATION AT CFA INSTITUTE. THE MOST RECENT EXECUTIVE MARKET STUDY WAS CONDUCTED IN FY2025, WHEN CFA INSTITUTE RETAINED A GLOBAL MANAGEMENT CONSULTING FIRM TO PROVIDE COMPETITIVE PAY BENCHMARKS THAT REFLECT THE MARKETS FROM WHICH CFA INSTITUTE WOULD MOST LIKELY RECRUIT EXECUTIVE TALENT. PEER GROUP SELECTION SPANNED DIFFERENT INDUSTRY SECTORS, INCLUDING NOT-FOR-PROFIT AND FINANCIAL SERVICES FIRMS, AND GENERAL INDUSTRY. THE NOT-FOR-PROFIT PEER GROUP SELECTION WAS BASED ON CRITERIA THAT INCLUDED MISSION, REVENUE, HEADCOUNT AND GLOBAL PRESENCE. PAY DATA WAS COLLECTED FROM PUBLICLY DISCLOSED IRS CFA INSTITUTE 54-1386480 FORM 990S. DATA FOR THE OTHER INDUSTRY SECTORS WAS SOURCED USING BOTH THIRD-PARTY SURVEY DATA AND INFORMATION DISCLOSED ON PUBLIC FILINGS. THE CONSULTING FIRM PERFORMED THIS STUDY ON AN INDEPENDENT FEE BASIS. ADDITIONALLY, THE CFA INSTITUTE PAC COMMITTEE ALSO ENGAGES INDEPENDENT ADVISORS TO HELP INTERPRET HOW THE REPORTED MARKET DATA APPLIES TO CFA INSTITUTE'S EXECUTIVE POSITIONS. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S WEBSITE, WWW.CFAINSTITUTE.ORG. CFA INSTITUTE CHINA LIMITED 27/F Henley Building 5 Queens Rd Hong Kong HK 980615079 PROF. ORG HK 1546945 2743363 CFA INSTITUTE CFA INSTITUTE INDIA PRIVATE LTD 702 7th Floor One BKC Tower G Bl MUMBAI MH IN 400051 981196398 PROF. ORG IN 5750928 5366701 CFA INSTITUTE CFA GLOBAL HOLDINGS LLC 915 EAST HIGH STREET CHARLOTTESVILLE VA 22902 471269465 HOLDINGS VA 0 0 CFA INSTITUTE SI WEI BEIJING ENTERPRISE MGMT Unit 5501 55/F China World Tower B No 1 Jianguomenwai Avenue Chaoyan BEIJING CH 981228213 PROF. ORG CH 4805591 4622038 CFA INSTITUTE CHINA LIMITED CFA INSTITUTE SINGAPORE PVT LTD 30 Raffles PL 23-01 SINGAPORE SN 048622 981261400 PROF. ORG SN 28327 571323 CFA INSTITUTE CFA INSTITUTE LTD 21st Floor Al Maqam Tower ADGM Sq Al Maryah Island Abu Dhabi AE 981442588 PROF. ORG AE 712753 1657040 CFA INSTITUTE CFA INSTITUTE CANADA LTD BAY ADELAIDE CENTRE EAST TOWER 22 ADELAIDE ST W SUITE 3400 TORONTO ONTARIO CA M5H4E3 981845917 PROF. ORG CA 446087 775533 CFA INSTITUTE CFA INSTITUTE RESEARCH FOUNDATION 915 EAST HIGH STREET CHARLOTTESVILLE VA 22902 546063408 INV.RESEARCH VA 501(c)(3) 7 CFA INSTITUTE true false true false false false false false false false false false false false true true true true true true CFA INSTITUTE RESEARCH FOUNDATION O 309200 HISTORICAL COST CFA INSTITUTE RESEARCH FOUNDATION B 128575 FAIR MARKET VALUE CFA INSTITUTE RESEARCH FOUNDATION Q 95300 FAIR MARKET VALUE