Cfa Institute Popular Books

Cfa Institute Biography & Facts

The CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education. The institute aims to promote standards in ethics, education, and professional excellence in the global investment services industry. Since 1945, the institute has published the peer-reviewed, quarterly journal, the Financial Analysts Journal. It also publishes the Enterprising Investor blog. Structure The organization offers its flagship CFA designation program and six other certifications: Chartered Financial Analyst (CFA) designation Certificate in Investment Performance Measurement (CIPM) Certificate in ESG Investing Climate Risk, Valuation, and Investing Certificate Private Markets and Alternative Investments Certificate Data Science for Investment Professionals Certificate Investment Foundations® Certificate It provides continuing education conferences, seminars, webcasts, and publications to allow members and other participants to stay current on developments in the investment industry. CFA Institute also oversees the CFA Institute Research Challenge for university students and the CFA Research Institute Foundation. CFA Institute is headquartered in Charlottesville, Virginia, with additional offices in New York City, Washington, D.C., London, Hong Kong, Mumbai, Beijing, Shanghai and Abu Dhabi. The current President and CEO is Margaret Franklin. History In 1947, four financial analyst societies—Boston, Chicago, New York, and Philadelphia — cooperated for the purpose of promoting the exchange of ideas and supporting the welfare of their profession, calling the new group the National Federation of Financial Analysts Societies (NFFAS). In 1959, the NFFAS Board of Directors approved the establishment of the Institute of Chartered Financial Analysts (ICFA), which was incorporated in 1962. NFFAS changed its name to the Financial Analysts Federation (FAF) in 1961. In 1962, the Chartered Financial Analyst (CFA) designation and code of conduct were established. In 1963, the profession was formalized when 284 candidates sat for the first CFA exam and 268 CFA charters were awarded. The following year, all 3 levels of the exam were administered to more than 1,700 candidates. The Association for Investment Management and Research (AIMR) was founded in 1990 as the umbrella organization for the ICFA and the FAF, still separate entities at that time. ICFA and the FAF consolidated under AIMR in 1999. In 2004, the Association for Investment Management and Research voted to change its name to the CFA Institute. In February 2019, The United States Department of Justice announced it will fine CFA Institute more than $320,000 for discriminating against qualified American workers by hiring temporary foreign workers through the H-1B visa program. Given the COVID-19 pandemic, CFA Institute has cancelled the majority of the examinations around the world due to the lack of examination facilities in 2020. From 2021 onwards, all examinations were shifted to computer-based testing for the three levels of the CFA program. In March 2021, CFA Institute launched the Certificate in ESG Investing due to the increasing importance of environmental, social and corporate governance (ESG) factors in socially responsible investing. Year in summary References External links Official website About the CFA Institute and Charter. Discover the Cfa Institute popular books. Find the top 100 most popular Cfa Institute books.

Best Seller Cfa Institute Books of 2024

  • Benjamin Graham, the Father of Financial Analysis synopsis, comments

    Benjamin Graham, the Father of Financial Analysis

    Irving Kahn, CFA & Robert D. Milne, CFA

    Benjamin Graham died on September 21, 1976 at his home in AixenProvence, France at age 82. When a pioneer in a profession dies at an advanced age, one generally has to go back many...

  • A Cash-Flow Focus for Endowments and Trusts synopsis, comments

    A Cash-Flow Focus for Endowments and Trusts

    James P. Garland

    The primary objective of perpetual endowment funds and longlived trust funds is to generate spendable cash. Ideally, these cash disbursements would be stable from one year to the n...

  • The Psychology of Ethics in the Finance and Investment Industry synopsis, comments

    The Psychology of Ethics in the Finance and Investment Industry

    Thomas Oberlechner

    Financial and investment professionals are particularly vulnerable to ethical wrongdoing. But what makes some blatantly violate ethical standards and even break the law while other...

  • Corporate Finance synopsis, comments

    Corporate Finance

    Michelle R. Clayman, Martin S. Fridson, George H. Troughton & Matthew Scanlan

    The book that fills the practitioner need for a distillation of the most important tools and concepts of corporate finance In today's competitive business environment, companies m...

  • Investment Professionals and Fiduciary Duties synopsis, comments

    Investment Professionals and Fiduciary Duties

    Marianne M. Jennings

    The distinction between brokers and investment advisers has become increasingly blurred over the past 30 years. In a 2011 study, the US SEC recommended that there be one uniform st...

  • Artificial Intelligence in Asset Management synopsis, comments

    Artificial Intelligence in Asset Management

    Söhnke M. Bartram & Jürgen Branke

    Artificial intelligence (AI) has grown in presence in asset management and has revolutionized the sector in many ways. It has improved portfolio management, trading, and risk manag...

  • 2017 Guide to CFA Program Curriculum Changes synopsis, comments

    2017 Guide to CFA Program Curriculum Changes

    CFA Institute

    This guide summarizes key CFA Program curriculum updates that reflect the practical knowledge and skills you need in today’s investment industry. In 2017, our practitionerled globa...

  • A Practical Guide to Risk Management synopsis, comments

    A Practical Guide to Risk Management

    Thomas S. Coleman

    Managing risk is at the core of managing any financial organization. Risk measurement and quantitative tools are critical aids for supporting risk management, but quantitative tool...

  • Foundations of High-Yield Analysis synopsis, comments

    Foundations of High-Yield Analysis

    Martin S. Fridson

    Since the advent some 40 years ago of a vibrant primary market for speculativegrade corporate bonds, the highyield market has evolved from a niche occupied by a small group of spec...

  • Annuities and Retirement Income Planning synopsis, comments

    Annuities and Retirement Income Planning

    Patrick J. Collins

    Annuitization is one asset management strategy for retirees seeking to secure lifetime income. The US annuity marketplace offers a variety of annuity contracts, including single pr...

  • Mainstreaming Sustainable Investing synopsis, comments

    Mainstreaming Sustainable Investing

    Michael J. Greis

    Like all investors, sustainable investors juggle various motivations: improving investment performance, achieving an economic or a societal outcome, and investing in ways consisten...

  • A New Look at Currency Investing synopsis, comments

    A New Look at Currency Investing

    Momtchil Pojarliev, CFA & Richard M. Levich

    The authors of this book examine the rationale for investing in currency. They highlight several features of currency returns that make currency an attractive asset class for insti...

  • Longevity Risk and Retirement Income Planning synopsis, comments

    Longevity Risk and Retirement Income Planning

    Patrick J. Collins, Huy D. Lam & Josh Stampfli

    The past 50 years have seen an abundance of research on retirement planning and longevity risk. Reviewed here is the academic side of the research and its varied viewpoints and nua...

  • Portfolio Structuring and the Value of Forecasting synopsis, comments

    Portfolio Structuring and the Value of Forecasting

    Jacques Lussier, Andrew, Mark, Craig, Philip E., WarRen & David

    Drawing from a CFA Montréal event, this analysis of factor investing reviews types of factors and risk premiums as well as the value of forecasting, including issues with accuracy ...

  • The Future of Investment Management synopsis, comments

    The Future of Investment Management

    Ronald N. Kahn

    Investment management is in flux, arguably more than it has been in a long time. Active management is under pressure, with investors switching from active to index funds. New “smar...

  • Manager Selection synopsis, comments

    Manager Selection

    Scott D. Stewart, CFA

    Manager selection is a critical step in implementing any investment program. Investors hire portfolio managers to act as their agents, and portfolio managers are then expected to p...

  • The Industrial Organization of the Global Asset Management Business synopsis, comments

    The Industrial Organization of the Global Asset Management Business

    Walter, Ingo

    The dynamics of the asset management business are complex and geographically diverse. Products and vendors compete within and across markets and often shade into each other. Regula...

  • Investment Management after the Global Financial Crisis synopsis, comments

    Investment Management after the Global Financial Crisis

    Frank J. Fabozzi, CFA, Sergio M. Focardi & Caroline Jonas

    The investment industry was severely affected by the global financial crisis of 2007–2009, and changes will have to occur. In this monograph, investment industry players, observers...

  • Rethinking the Equity Risk Premium synopsis, comments

    Rethinking the Equity Risk Premium

    P. Brett Hammond, Jr., Martin L. Leibowitz & Laurence B. Siegel

    In 2001, a small group of academics and practitioners met to discuss the equity risk premium (ERP). Ten years later, in 2011, a similar discussion took place, with participants wri...

  • Fundamentals of Futures and Options synopsis, comments

    Fundamentals of Futures and Options

    Roger G. Clarke, Harindra de Silva, CFA & Steven Thorley, CFA

    Derivative securities and markets have experienced tremendous worldwide growth since 1970. But even so, they are not always well understood. To remedy this situation, the authors e...

  • A Primer for Investment Trustees synopsis, comments

    A Primer for Investment Trustees

    Jeffery V. Bailey, CFA, Jesse L. Phillips, CFA & Thomas M. Richards, CFA

    Let's face it. Few business assignments are more intimidating than being placed in a position of responsibility outside your area of expertise. Surrounded by subject matter experts...

  • Some Like It Hedged synopsis, comments

    Some Like It Hedged

    Momtchil Pojarliev, CFA

    Foreign currency exposure is a byproduct of international investing. When obtaining global asset exposure, investors also obtain the embedded foreign currency exposure. Left unmana...

  • The Current State of Quantitative Equity Investing synopsis, comments

    The Current State of Quantitative Equity Investing

    Ying L. Becker & Marc R. Reinganum

    Quantitative equity management techniques are helping investors achieve more risk efficient and appropriate investment outcomes. Factor investing, vetted by decades of prior and cu...

  • FinTech and RegTech in a Nutshell, and the Future in a Sandbox synopsis, comments

    FinTech and RegTech in a Nutshell, and the Future in a Sandbox

    Douglas W. Arner, Jànos Barberis & Ross P. Buckley

    The 2008 global financial crisis represented a pivotal moment that separated prior phases of the development of financial technology (FinTech) and regulatory technology (RegTech) f...

  • The New Economics of Liquidity and Financial Frictions synopsis, comments

    The New Economics of Liquidity and Financial Frictions

    David Adler

    The New Economics of Liquidity and Financial Frictions is a book about a new branch of economics that is largely a synthesis of macro and finance. In many ways, it is a radical dep...

  • Expected Returns on Major Asset Classes synopsis, comments

    Expected Returns on Major Asset Classes

    Antti Ilmanen

    Can the art and science of investment management be reduced to a set of patterns that markets generally follow, in apparent violation of the efficient market hypothesis? Can invest...