CFA UK

CFA UK is a not-for-profit professional body that supports investment professionals in their careers. It focuses on education, networking, and community engagement to enhance the skills and knowledge of its members, which include over 12,000 professionals.
  • CFA Program
  • Training Courses
  • Professional Learning
  • Certificate in ESG Investing
  • Investment Foundations Program
  • Certificate in Impact Investing
  • Certificate in Climate and Investing
  • Investment Management Certificate (IMC)

Size
Medium
Phone
N/A
Website
cfauk.org
Email
N/A
Locations
3rd Floor, Boston House, 63-64 New Broad St, EC2M 1JJ
02076486200
9:30 - 17:30
Digital Popularity
Popularity over time
Social Media
Competitors
Kyma Capital
Kyma Capital is an investment firm that focuses on event-driven investing in secondary securities of leveraged corporates across Western Europe.
Quercus Real Assets
Quercus Real Assets is a unique impact investment manager combining energy transition, real estate, and infrastructure under one team.
SFO Capital Partners
SFO Capital Partners is a global real estate investor and investment manager, committed to achieving superior risk-adjusted returns.
Company Details
CFA UK is operated by Cfa Society Of The UK and is a Active company incorporated on 13 July 2000 with the registered office located in London, City of London. Cfa Society Of The UK was registered 25 years ago.

Status
Active
Size
Small
Directors
12
Age
25 years old
Employees
39
Turnover
£6.34M
Total Assets
£11.21M
Cash in Bank
£2.93M
Total Liabilities
-£2.72M

Director • Investor • Belgian • Lives in UK • Born in Nov 1971
Director • Finance • British • Lives in UK • Born in Sep 1960
Director • Managing Director • British • Lives in England • Born in Dec 1973
Director • Investment Professional • Greek,british • Lives in UK • Born in Dec 1975
Director • Investment Manager • British • Lives in UK • Born in Dec 1964
Director • Investment Management • British,bulgarian • Lives in UK • Born in Dec 1986
Teams
All
81
Management
26
Marketing
14
Social Services
9
Education
7
IT
7
Finance
5
Vice Chair
Vice-Chair • Joined Nov 2022
Chief Operating Officer • Joined Jul 2022
Chief Financial Officer • Joined Apr 2011
Director
Outreach Executive • Joined Feb 2024
Events Executive • Joined Apr 2017
Marketing Executive • Joined Mar 2024
Event Executive • Joined Mar 2024
Marketing Manager • Joined Oct 2014
Vice Chair
Vice-Chair • Joined Nov 2022
Chief Operating Officer • Joined Jul 2022
Chief Financial Officer • Joined Apr 2011
Director
Marketing Executive • Joined Mar 2024
Marketing Manager • Joined Oct 2014
Communities Manager • Joined Mar 2023
Education Manager
IT Manager • Joined Sep 2003
Outreach Executive • Joined Feb 2024
Events Executive • Joined Apr 2017
Marketing Executive • Joined Mar 2024
Event Executive • Joined Mar 2024
Marketing Manager • Joined Oct 2014
Digital Marketing Executive • Joined Oct 2022
Digital Content Executive • Joined Jul 2022
Head Of Qualifications • Joined Oct 2024
Digital Marketing Manager • Joined Jan 2022
Senior Marketing Manager • Joined Sep 2023
Education Manager
Exam Manager • Joined Jul 2021
Education Assistant
Fellow • Joined Oct 2017
Mentor • Joined Oct 2022
CFA Professional Learning Advisor • Joined Feb 2023
Fellow • Joined Jan 2020
Outreach Executive • Joined Feb 2024
Communities Manager • Joined Mar 2023
Board Member • Joined Nov 2018
Board Member • Joined Feb 2019
Committee Member • Joined Aug 2016
Board Member • Joined Nov 2022
Committee Member • Joined Aug 2020
Sustainability Committee Member • Joined Mar 2023
Committee Member For Sustainability Community • Joined Nov 2022
Chief Financial Officer • Joined Apr 2011
Accountant
Professionalism And Ethics Adviser • Joined Feb 2024
Investment Committee Member
Management Accountant • Joined Jan 2023
Web Manager • Joined Sep 2019
IT Manager • Joined Sep 2003
Exam Manager • Joined Jul 2021
Digital Marketing Executive • Joined Oct 2022
Digital Content Executive • Joined Jul 2022
Digital Marketing Manager • Joined Jan 2022
Data Science And Machine Learning Group • Joined May 2023
View 81 members