Cfa Institute

Cfa Institute is an active company incorporated on 29 November 2001 with the registered office located in . Cfa Institute was registered 23 years ago.

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Status

Active

Active since incorporation

Company No

FC023596

Overseas company

Age

23 years

Incorporated 29 November 2001

Size

Large

Turnover is over £54M

Balance sheet is over £27M

Confirmation

Exempt

FC companies are not required to submit this

Accounts

Not Submitted

Awaiting first accounts

For period ending 31 August 2024

Learn more about Cfa Institute

Contact

Address

CFA INSTITUTE
915 E. High Street
Charlottesville
Virginia 22902
United States

Same address for the past 18 years

Companies in

Telephone

02073309500

Email

Available in Endole App

Website

Cfainstitute.org

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People

Officers

14

Shareholders

-

Controllers (PSC)

-

Diane Carol Nordin

Director • None • American • Lives in United States • Born in Sep 1958

Mr Robert Frank Bruner

Director • None • American • Lives in United States • Born in Oct 1949

Ms Margaret E. Franklin

Director • None • Canadian • Lives in United States • Born in May 1965

Marshall Charles Bailey

Director • None • British • Lives in UK • Born in Jun 1966

Zouheir Tamim El Jarkass

Director • Human Capital Leader And Senior Adviser • Canadian • Lives in United Arab Emirates • Born in Apr 1962

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Shareholders, PSCs & Group Structure

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Mutual Companies

Mufg Securities Emea Plc

Marshall Charles Bailey is a mutual person.

Active

Financial Services Compensation Scheme Limited

Marshall Charles Bailey is a mutual person.

Active

Cassandra's Horse Limited

Karina Audrey Litvack is a mutual person.

Active

Chubb Insurance Company Of Europe Se

Marshall Charles Bailey is a mutual person.

Converted/Closed

Chubb European Group Se

Marshall Charles Bailey is a mutual person.

Closed

Ace Europe Life Se

Marshall Charles Bailey is a mutual person.

Closed

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Financials

Net Assets, Total Assets & Total Liabilities (2014–2023)

Period Ended

31 Aug 2023

For period 31 Aug ⟶ 31 Aug 2023

Traded for 12 months

Cash in Bank

£175.46M

Increased by £40.69M (+30%)

Turnover

£272.55M

Decreased by £16.03M (-6%)

Employees

Unreported

Same as previous period

Total Assets

£632.13M

Increased by £24.75M (+4%)

Total Liabilities

-£297.62M

Decreased by £31.04M (-9%)

Net Assets

£334.51M

Increased by £55.79M (+20%)

Debt Ratio (%)

47%

Decreased by 7.03% (-13%)

See 10 Year Full Financials

Latest Activity

Group Accounts Submitted

9 Months Ago on 26 Nov 2024

Group Accounts Submitted

9 Months Ago on 26 Nov 2024

Group Accounts Submitted

4 Years Ago on 16 Feb 2021

Ms Yimei Li Appointed

5 Years Ago on 1 Sep 2020

Mr Marshall Charles Bailey Appointed

5 Years Ago on 1 Sep 2020

Heather Brilliant Resigned

5 Years Ago on 31 Aug 2020

Hua Yu Resigned

5 Years Ago on 31 Aug 2020

Leah Rebecca Bennett Resigned

5 Years Ago on 31 Aug 2020

Ms Margaret Franklin Appointed

6 Years Ago on 2 Sep 2019

Ms Tricia Rothschild Appointed

6 Years Ago on 1 Sep 2019

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Get Credit Report

Discover Cfa Institute's Credit Score, how much credit you can offer them, and how likely they are to repay you

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Documents

Group of companies' accounts made up to 31 August 2022

Submitted on 26 Nov 2024

Group of companies' accounts made up to 31 August 2021

Submitted on 26 Nov 2024

Termination of appointment for a UK establishment - Transaction OSTM03- BR011320 Person Authorised to Accept terminated 05/09/2021 corporation service company (uk) LIMITED

Submitted on 29 Oct 2021

Group of companies' accounts made up to 31 August 2020

Submitted on 16 Feb 2021

Termination of appointment of Leah Rebecca Bennett as a director on 31 August 2020

Submitted on 5 Nov 2020

Appointment of Mr Marshall Charles Bailey as a director on 1 September 2020

Submitted on 5 Nov 2020

Termination of appointment of Hua Yu as a director on 31 August 2020

Submitted on 5 Nov 2020

Appointment of Ms Yimei Li as a director on 1 September 2020

Submitted on 5 Nov 2020

Termination of appointment of Heather Brilliant as a director on 31 August 2020