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SEC insider activity covers quarterly filings through June 30, 2026. Later filings are not included. Reported roles do not establish current employment or current holdings. SEC filing documents, sections and filing-text search cover filings dated January 1, 2000 onward. Earlier filings are deferred until after launch.
Also known as: CFA INSTITUTE, CFA Institute, CFA INSTITUTE
Client-Reported Lobbying Expenses
$50K
57 filings
Firm Income Reported for This Client
$2.1M
Not substituted for client expenses
Summary
CFA INSTITUTE is an organization, based in NY. Its political footprint includes $50K in client-reported lobbying expenses, $2.1 million in lobbying-firm income reported for this client. Lobbying activity focuses on Financial Institutions/Investments/Securities, Banking, Accounting. Political activity spans from 2004 to 2026.
These are different money flows and are not added together: contributions and lobbying expenses flow out, while contract awards flow to the organization.
Activity data: Senate LDA