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Annual Reports and 990s

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Discover our latest Annual Report, along with past editions, for insights into our financials, key initiatives, and commitment to advancing the investment profession. Learn how CFA Institute upholds ethical standards and supports our global community through education, advocacy, and innovation.

Recent Annual Reports & Form 990 Filings

    FY2024

    FY24 Annual Report

    CFA Institute 2023 Form 990 (FY2024)

    CFA Institute Research Foundation 2023 Form 990 (FY2024)

    FY2023

    FY2023 Annual Report

    CFA Institute 2022 Form 990 (FY2023)

    CFA Institute Research Foundation 2022 Form 990 (FY2023)

    FY2022

    FY2022 Annual Report

    CFA Institute 2021 Form 990 (FY2022)

    CFA Institute Research Foundation 2021 Form 990 (FY2022)

    FY2021

    FY2021 Annual Report

    CFA Institute 2020 Form 990 (FY2021)

    CFA Institute Research Foundation 2020 Form 990 (FY2021)

    Annual Report Archive

      FY2020

      FY2020 Annual Report

      FY2019

      FY2019 Annual Report

      FY2018

      FY2018 Annual Report

      FY2017

      FY2017 Annual Report

      FY2016

      FY2016 Annual Report

      FY2015

      FY2015 Annual Report

      FY2014

      FY2014 Annual Report

      FY2013

      FY2013 Annual Report