Talk:CFA Institute

Merge Discussion

Against. Also on the Chartered Financial Analyst page - the Institute oversees other programs beyond the CFA charter, has its own history. One comprehensive article would be more confusing. Gary 17:28, 22 August 2006 (UTC)

Non-profit organization

Is this a non-profit organization? If so, it should be made clear. Cristo39 (talk) 15:06, 6 August 2010 (UTC)

I think so too, especially as they do not boast about this as open as I would have wished - but was reverted... --Magic2nd (talk) 12:20, 12 August 2016 (UTC)

It's presented clearly as the second fact in the infobox. The comment you are responding to was written when the article had no infobox at all and the word "non-profit" appeared nowhere in it. Pinkbeast (talk) 12:27, 12 August 2016 (UTC)

History

The History section can also be put in, earlier the CFA Institute was known as AIMR, and how the name changed to the CFA Institute. Kidakaka (talk) 11:03, 28 August 2012 (IST)

External links modified

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Remove United Kingdom or specify cities in United Kingdom

It doesn't seem accurate to have all other items in the list be cities or city-states but the United Kingdom is included when it's a country. — Preceding unsigned comment added by 72.140.65.203 (talk) 02:19, 23 November 2018 (UTC)

I think that just reflects the organisation of the member societies. Pinkbeast (talk) 22:24, 2 December 2018 (UTC)

Not-for-profit vs. non-profit?

In some contexts, there are no differences between a "not-for-profit" organization and a "non-profit" organization. However, although I could be wrong, I believe that the United States distinguish between the two types of organization. On the CFA Institute website, it says that the organization is "not-for-profit," and the lede correctly states this. However, on the infobox for this article, it says that the organization is "non-profit." Is this a mistake? Should we fix this? What are people's thoughts on this? Thanks. William2001^{(talk)(Please ping when replying)} 05:47, 21 June 2025 (UTC)

I'll change it for now. Feel free to revert it if the non-profit designation is more appropriate. Thanks. William2001^{(talk)(Please ping when replying)} 05:56, 21 June 2025 (UTC)

Actually, never mind. I won't change it because I looked at the WSJ article cited, and it does clearly state that it is a "nonprofit." I am, however, now confused as to which designation is more appropriate. William2001^{(talk)(Please ping when replying)} 05:59, 21 June 2025 (UTC)

CFA Institute - changes requested

• What I think should be changed:

I would like to request the following changes to the CFA Institute company page, https://en.wikipedia.org/wiki/CFA_Institute

Under Certificates: - Remove this line: Data Science for Investment Professionals Certificate - Add this line: Advanced Private Equity Certificate - Add this line: Principles of Sustainable Investing (Chinese)

Under Structure: - Change this line to make it seven certificates not six: The institute currently offers two credentials, six certificates, and one course.

• Why it should be changed:

CFA Institute no longer offers the Data Science Certificate, but does offer the Advanced Private Equity Certificate and the Principles of Sustainable Investing Certificate (in Simplified Chinese).

All programs can be verified on the CFA Institute's company website: https://www.cfainstitute.org/programs/all-programs

• References supporting the possible change (format using the "cite" button):

CFA Institute (talk) 11:04, 16 September 2025 (UTC)

Changes made. Thanks. Kazuha1029 (talk) 04:48, 17 September 2025 (UTC)

References