Mission: Our mission statement is, "To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society."
To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
We aspire to a CFA Institute that:
This is how we believe financial markets and services should operate:
Our strategy builds on the following beliefs:
With offices in the United States, Europe, and the Asia-Pacific region, our staff consists of more than 500 employees from around the world.
We offer very competitive compensation and a superior benefits package including medical, dental, retirement plans, leave program, paid holidays, educational assistance, in-house training and educational opportunities, wellness reimbursement, and International Rotation Assignment Program.Compensation and Benefits
We strive to maintain a compensation program that is fair, competitive, and supportive of the strategic goals of the organization. Compensation is composed of two major components: base salary and incentive compensation. Base salary is reviewed annually based on performance and other factors. Incentive compensation is based on organization and individual employee performance.Global Awareness
Because our members, candidates, partners, local societies, and employees are located around the globe, every single CFA Institute employee strives to be culturally aware. To further this important goal, all full-time employees are eligible to participate in our International Rotation Assignment Program, which allows individuals to spend a certain period of time working with staff at a different CFA Institute office around the world.Work/Life Balance
We provide ample opportunities for employees to enjoy their lives beyond work by offering a generous paid leave and holiday program with a flexible work arrangement option. In addition to salary, we provide attractive, comprehensive benefit programs for all our employees designed to promote and protect good health, plan for retirement, and provide access to worthwhile community resources.
I have been working at CFA Institute full-time
global reach, fast moving, mission driven, great people
complexity, a lot of people to serve
Advice to Management
keep at it! there have been many positive changes to modernize and evolve.
I applied online. The process took 4+ months. I interviewed at CFA Institute (Charlottesville, VA) in April 2016.
Due to time difference it was mainly web calls and one visit to the office.
While not offered the position but got to the last stage of the interview process, it would have be helpful to receive a feedback rather than "copy and paste" email with the decision. I did ask for feedback one but have never received any reply not even an email refusing to provide one.