Mission
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 WORK TO FURTHER THE PUBLICS UNDERSTANDING OF THE INVESTMENT INDUSTRY.
Reported officers (all unpaid)
No paid executives reported in 2023. CFA SOCIETY PHOENIX reported 13 unpaid officers and board members on its 990.
President
Vice-president
Treasurer
Secretary
Director
Director
Director
Director
Director
Director
Director
Director
Director
Financial trend
Revenue and expenses over time
CFA SOCIETY PHOENIX reported revenue and expenses across 2 filing years.
RevenueExpenses
$166k
$164k
2021
$213k
$219k
2023
Total revenue and total expenses from IRS Form 990 filings.
FAQ
Common questions about CFA SOCIETY PHOENIX
What are CFA SOCIETY PHOENIX's revenue and expenses?
In 2023, CFA SOCIETY PHOENIX reported $213k in total revenue and $219k in total expenses on its IRS Form 990.
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