IRS 990 Nonprofit Profile

Cfa Society Of Salt Lake

Our mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefits of society. our society is an association of local investment professionals. consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote: ethical and professional standards within the investment industry; encourage professional development through the cfa program and continuing education; facilitate the exchange of information and opinions among people within the local investment community and beyond, and; work to further the public's understanding of the cfa designation and investment industry. as one of cfa institute member societies, our society connects members to a global network of investment professionals.

Filing year
2024
Total revenue
$148K
Total expenses
$177K
Program expenses
$0
Administration
$0
Fundraising
$0
Program share of expenses
0%
EIN
611526448
Location
Salt Lake City, UT

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Financial data on this page is sourced from IRS Form 990 filings.