What has contributed to the strong growth in US consumer spending? Access the full report by MFS Investment Management: https://cfainst.is/3YGOoXy #ARXCFAInstitute
CFA Institute
Financial Services
Charlottesville, VA 742,567 followers
The global organisation delivering excellence, ethics and education in the investment industry. #CFAInstitute
About us
Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies. With a heritage of over 75 years, CFA Institute has 200,000 members in 160 locations around the world, providing an unparalleled network of visionary leaders. Our rigorous CFA Institute qualifications and education offerings are designed to support professionals in their practice areas and build confidence with our clients and partners. Our world-class Research & Policy Center offers an unbiased forum for industry leaders, regulators and subject matter experts to help shape policy and drive positive change. As we are faced with increasingly complex challenges such as climate change, inequality, geopolitical conflicts and much more, we are focused on collaborating with current and future members to set and uphold standards to ensure positive, sustainable progress around the globe.
- Website
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http://www.cfainstitute.org/
External link for CFA Institute
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Charlottesville, VA
- Type
- Nonprofit
- Founded
- 1947
- Specialties
- Ethics and Education and Professional Excellence in the Investment Industry
Locations
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Primary
915 East High Street
Charlottesville, VA 22902, US
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292 Madison Ave
New York, US
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23/F, Man Yee Building
68 Des Vouex Road
Central, Hong Kong, SAR, HK
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67 Lombard Street
7th Floor
London, EC3V 9LJ, GB
Employees at CFA Institute
Updates
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Big data-driven AI in financial services is a technology that augments human capabilities. We are living in countries governed by the rule of law, and only humans can adopt safeguards, make decisions, and take responsibility for the results. Yoshimasa Satoh, CFA, argues for a multidisciplinary dialogue between regulators and the financial industry at the national and international levels to home in on legal and ethical standards. #EnterprisingInvestor
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We are pleased to mark our new Board of Governors for the fiscal year 2025. Effective September 1st, Marshall Bailey OBE CFA, assumes the position of the new Chair of the Board of Governors, and Heinz Hockmann, PhD, will continue in his role as Vice Chair. Jennifer Garbowicz, CFA, CIPM; Ravi A. Gautham, CFA; Lindsey Matthews, CFA CIPM; and Vipin Mayar; join as newly elected governors. With over 35 years in financial services, including extensive board experience, Bailey is poised to lead the organization to new heights. "CFA Institute is world-renowned for its contributions to the investment industry," said Bailey. "As we progress in this fiscal year, we will leverage our strategy to embrace the many opportunities to support investment professionals across the globe." The full board is comprised of 14 individuals from around the world, dedicated to fostering inclusive growth and upholding our high standards throughout the entire organization. Please join us in extending our heartfelt congratulations to the new board members and wishing them every success in the upcoming year!
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The 𝐂𝐅𝐀 𝐈𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐞 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐖𝐞𝐛𝐢𝐧𝐚𝐫 𝐒𝐞𝐫𝐢𝐞𝐬 is kicking off soon! In our first session, we’ll delve into the features and characteristics of private equity and venture capital investments. Join us on 5 September to learn about value creation, associated risks, and AI opportunities in AI and ESG. Secure your spot now: https://cfainst.is/3X4rdFI Alvin Ho | Grace Lee | Yee Hean Teo | Vicky Y. Can’t attend live or the timing doesn’t suit your time zone? Simply select the “Recording Only” option at the top of the page. By signing up, you’ll receive access to the webinar recording, allowing you to watch at your convenience.
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NEW RESEARCH: 3D Investing: Jointly Optimizing Return, Risk, and Sustainability in Financial Analysts Journal. Authors David Blitz, Mike Chen, Clint Howard, and Harald Lohre introduce mean–variance-sustainability optimization and demonstrate its efficacy empirically. Read the article: https://lnkd.in/e2YmHfrX CFA Institute, Luis Garcia-Feijoo, Ph.D., CFA, William N. Goetzmann, Allison Adams
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Do you know your "Dry Powder" from your "Clawback"? Learning the complex terminology of Private Equity is one of the biggest challenges for those starting in the industry, which is why learning the jargon is one of the key lessons included in our Private Equity certificate. Ready to test your skills? enroll today at https://cfainst.is/pecvid
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NEW Blogs from #EnterprisingInvestor: 📌 How Private Capital Markets Are Disrupting Traditional Finance and Economic Indicators? Banks and other traditional capital providers are no longer the primary source of capital for the economy. This shift has increased the diversity of capital providers but also has fragmented the capital markets, Josh Myers, CFA, demonstrates. 📌 Market Efficiency vs. Behavioral Finance: Which Strategy Delivers Better Returns? Team Efficient Markets vs. Team Behavioral Finance. It's the academic equivalent of Lakers vs. Celtics. Scott Lanigan, CFA, CAIA, FRM, makes his Enterprising Investor debut with a post that highlights the competing philosophies championed by Eugene Fama and Richard Thaler. https://lnkd.in/e9P4rWX7
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Are you as mesmerized by this chart as we are? Thank you James Eagle for this fantastic video showing the pass rates of our exams since 1964! Did you find your year? Share it in the comments below 👇
Founder of Eeagli | Data visualisation, Keynote speaker, Investment Writer, Content Expert, Equities, Fixed Income, Economics
Are you a CFA charterholder or a candidate? If so, I want you to know that I have immense respect for you. I understand how challenging it is and the sacrifices you’ve made. Take a look at this data visualisation by the CFA Institute – there are more candidates than ever taking these rigorous exams. Why do I think this is important? I believe that even if you don’t complete the entire series of exams, the result will be that our industry will have more ethically minded, experienced and knowledgeable investment professionals. If you manage to pass all three exams, the knowledge you bring to the industry is immense. Do you agree? If you do please help share this great #datavisualisation with other charterholders or potential candidates. Music: Drive by Neon One, Epidemic Sounds #CFAInstitute, #CFAExam, #CFAProgram
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🚀 Ready to elevate your finance game? Don’t miss our free “Live Learning” webinar series for the Investment Foundations® Certificate! 🌟 Dive into seven dynamic sessions led by top industry experts. Master finance fundamentals, explore fintech innovations, and uncover key investment strategies. Perfect for students and professionals alike—boost your knowledge and stay ahead in your career! 📅 Secure your spot at https://cfainst.is/3SXbYvJ and start your journey to finance mastery! If the timing doesn’t work for you, select "Recording Only" to watch at your convenience.
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