CFA Institute Reviews

Updated June 4, 2015
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3.8
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CFA Institute President Jeffrey Diermeier
Jeffrey Diermeier
1 Rating

7 Employee Reviews

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  1. Helpful (4)

    Marketing

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Marketing Coordinator in Charlottesville, VA
    Former Employee - Marketing Coordinator in Charlottesville, VA

    I worked at CFA Institute (More than 5 years)

    Positive Outlook
    Positive Outlook

    Pros

    some great, smart people, decent salaries, interesting corporate culture with a blending of non-profit and people who know about money, ridiculous benefits

    Cons

    uneven management, poor management training, pitiful HR department, antiquated and pointless annual review process, very little ability to move up

    Advice to Management

    better training for managers


  2. Great benefits but confused culture

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Manager in Charlottesville, VA
    Former Employee - Manager in Charlottesville, VA

    I worked at CFA Institute

    Recommends
    Positive Outlook
    No opinion of CEO
    Recommends
    Positive Outlook
    No opinion of CEO

    Pros

    Great staff, great benefits, great internal learning structure and a sound number of resources. The one advantage is that CFA attracts great staff but does not develop them well. It needs to stay competitive and remember its a member organization.

    Cons

    Risk adverse, try too hard to look like you are doing a lot when actually you are doing nothing significant. New leadership means better outlook but there will be people who try to do as little as possible.

    Advice to Management

    Stay focused and get rid of the deadweight before people start leaving for greener pastures


  3. Helpful (1)

    CFA Institute

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Manager in Charlottesville, VA
    Current Employee - Manager in Charlottesville, VA

    I have been working at CFA Institute full-time (More than 3 years)

    Recommends
    Neutral Outlook
    No opinion of CEO
    Recommends
    Neutral Outlook
    No opinion of CEO

    Pros

    Outstanding benefits, good working environment, friendly colleagues. Opportunity to travel and spend time in other offices. Good cultural values.

    Cons

    Lack of mobility and opportunities can be stifling at times. Getting projects completed can be difficult (red tape). Work can be slow at times.


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  5. Helpful (2)

    CFA Institute

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Charlottesville, VA
    Current Employee - Anonymous Employee in Charlottesville, VA

    I have been working at CFA Institute full-time (More than 5 years)

    Positive Outlook
    Positive Outlook

    Pros

    Great benefits package. The salary works well for the market. Fairly relaxed environment. Most of staff become good friends. Not very much turnover.

    Cons

    Very limited upward mobility, but all the lateral movement you could ask for. Very smart staff that seem underemployed for their capabilities. Unless you have a CFA designation, don't expect to climb the ranks.


  6. Helpful (1)

    Overall, I enjoyed working at CFA. Although the work is vigorous and tiring, it pays well in the end.

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - 6 Week Employee in Charlottesville, VA
    Former Employee - 6 Week Employee in Charlottesville, VA

    I worked at CFA Institute full-time (Less than a year)

    Recommends
    Neutral Outlook
    Approves of CEO
    Recommends
    Neutral Outlook
    Approves of CEO

    Pros

    Interesting. Got the chance to meet some really nice individuals. looks great on an application.

    Cons

    VERY LONG HOURS. Somewhat boring. It is what you make of it.


  7. Helpful (1)

    great opportunity

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Consultant in Charlottesville, VA
    Current Employee - Consultant in Charlottesville, VA

    I have been working at CFA Institute

    Recommends
    No opinion of CEO
    Recommends
    No opinion of CEO

    Pros

    Outstanding non-profit; solid managment; collaborative culture; great pay & benefits; international presence and opportunities; great financials

    Cons

    CFA's rule; can be somewhat academic; travel can be extensive for some jobs; multiple locations - tight on office space

    Advice to Management

    N/A


  8. Nice place to work if you like travel and finance!

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Charlottesville, VA
    Current Employee - Anonymous Employee in Charlottesville, VA

    I have been working at CFA Institute

    Recommends
    Recommends

    Pros

    great international travel, good location, nice people

    Cons

    Off the beaten path, can be parochial, academic

    Advice to Management

    Pick a new CEO with real global experience( old CEO is just retiring)



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