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CFA Institute history
CFA Institute company history timeline
In 1947, four financial analyst societies—Boston, Chicago, New York, and Philadelphia—cooperated for the purpose of promoting the exchange of ideas and supporting the welfare of their profession.
CFA Society Baltimore is a non-profit professional society that has been a point of connection for the Baltimore investment community since 1948.
In 1962, some of these financial analysts created the Chartered Financial Analyst (CFA) designation and established a code of conduct.
The ICFA began offering the CFA Exam in 1963.
In 1963, the profession was formalized when 284 candidates sat for the first CFA exam and 268 CFA charters were awarded.
The Institute of Chartered Financial Analysts adopts the code, along with guidelines specifically for charterholders in 1964.
In 2004, the Association for Investment Management and Research voted to change its name to the CFA Institute.
Originally called the Baltimore Security Analysts Society, Inc. (BSAS), the Society changed its name to CFA Society Baltimore in 2006.
Originally called the Boston Security Analysts Society, Inc. (BSAS), the Society changed its name to CFA Society Boston, Inc. in 2017.
In February 2019, The United States Department of Justice announced it will fine CFA Institute more than $320,000 for discriminating against qualified American workers by hiring temporary foreign workers through the H-1B visa program.
In March 2021, CFA Institute launched the Certificate in ESG Investing due to the increasing importance of environmental, social and corporate governance (ESG) factors in socially responsible investing.
3/18/2022Financial Modeling Institute - 2022 Exam Registration Open
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CFA Institute competitors
| Company name | Founded date | Revenue | Employee size | Job openings |
|---|---|---|---|---|
| Boston Consulting Group | 1963 | $7.5B | 22,000 | 210 |
| Citi | 1812 | $74.3B | 210,000 | 1,078 |
| Morgan Stanley | 1935 | $3.0B | 68,097 | 1,234 |
| Bain & Company | 1973 | $4.5B | 10,500 | 94 |
| The Vanguard Group | 1975 | $6.9B | 17,600 | 220 |
| National Bureau of Economic Research | 1920 | $50.0M | 50 | - |
| Global Association of Risk Professionals | 1996 | $37.7M | 50 | - |
| CTAC | 1978 | $1.6M | 30 | 5 |
| FTE | 1975 | $5.0M | 30 | 10 |
| Law School Admission Council | 1947 | $74.4M | 200 | 3 |
CFA Institute history FAQs
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CFA Institute may also be known as or be related to CFA INSTITUTE, CFA Institute, Cfa Institute and The CFA Institute.