About CFA Institute
CFA Institute is an Education company based in Charlottesville (United States) founded in 1947. It operates as a professional education courses are delivered via a chain of centers. The company has 25 employees. Its chief executive is Marg Franklin. Its website cfainstitute.org draws about 5.8 million monthly visits. Its Indian entity Cfa Institute India Private Limited reported revenue of ₹42.87 Cr. Its focus areas include Continuing Education Centres.
Company details
The CFA Institute was established in 1947 and is headquartered in Charlottesville, United States. Operations center on professional education within the finance sector, where courses are offered through a network of centers to support career development. Services include certification programs and educational resources, with oversight provided by CEO and President Marg Franklin. Activities span global reach, though primary location remains in the US.
- Headquarters Charlottesville, United States
- Employees 25
- SectorsEducation
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website cfainstitute.org
- Social LinkedIn X Facebook Instagram
- Legal Name Cfa Institute India Private Limited
- Date of Incorporation 19 Jul, 2014
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹42.87 Cr
FY 2025 · +62% YoY
- Net Profit₹4.29 Cr
FY 2025 · 10% margin
- EBITDA₹5.96 Cr
FY 2025 · 14% margin
- Employee Count25
Associated legal entities of CFA Institute
CFA Institute operates through Cfa Institute India Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Cfa Institute India Private Limited CIN U74120MH2014FTC256215 | Active | 19 Jul 2014 | Mumbai, Maharashtra | ₹42.9 Cr | 25 | 3 | View details |
Board of directors of Cfa Institute India Private Limited (CFA Institute)
Cfa Institute India Private Limited is the primary company behind CFA Institute. The board of Cfa Institute India Private Limited currently have 3 directors; the longest-serving is Arati Porwal, appointed in 2022. 7 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Arati Porwal DIN 09536661 | Director | 17 Mar 2022 | 4 yrs 7 mo | Cfa Institute India Private Limited |
| Paul Edward Moody DIN 10337467 | Director | 06 Oct 2023 | 3 yrs | Cfa Institute India Private Limited |
| Sanjeev Marwaha DIN 11372735 | Additional Director | 07 Nov 2025 | 11 mo | Cfa Institute India Private Limited |
People of CFA Institute
128 people are tracked at CFA Institute (56 in leadership, 6 in board & advisors, 66 in team); the tracked headcount is 25.
| Name | Role | Group |
|---|---|---|
Marg Franklin | CEO & President | Leadership |
Margaret Franklin | President and CEO | Leadership |
Sheri Littlefield | Managing Director and Chief Legal Officer and General Counsel, Legal & Board Services | Leadership |
Tim Greive | Director, Curriculum Development | Leadership |
Anne Fahlgren | Senior Head, General Manager, CFA Program | Leadership |
Jean-Philippe Tarte | Program Director, UAP CFA Institute At HEC Montréal | Leadership |
Michael McMillan | Director, Curriculum Projects | Leadership |
Julan al-Yassin | Director, Learning Content, Curriculum And Learning | Leadership |
Dr Katrin G. | Senior Director, Examination Development | Leadership |
Anastasia Diakaki | Head, Corporate Strategy And Market Intelligence | Leadership |
Samantha Steele | Head Of Procurement And Vendor Management | Leadership |
Elena Gardiner Poole | Director, Education Initiatives | Leadership |
Gregory Siegel | Senior Director, Exam Development | Leadership |
Peter Went | Senior Director | Learning Content | Leadership |
Sonia Gandhi | Senior Director - Professional Learning | Leadership |
William Eubanks | Director, Corporate Strategy | Leadership |
Dana Day | Managing Director, Global Partnerships & Business Development | Leadership |
Isaac Ferreira | Project Director | Leadership |
Shane Cook | Head, Education Business Operations | Leadership |
Nicole L. | Director, Education Operations | Leadership |
108 more people are available in the full profile.
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Financials of CFA Institute
Figures of Cfa Institute India Private Limited, the primary company behind CFA Institute, for FY 2025. Revenue was ₹42.87 Cr (+62% year on year). Net profit was ₹4.29 Cr (10% margin). EBITDA was ₹5.96 Cr (14% margin). Revenue has grown at a compounded annual rate of +30% over three years and +16% over five years.
- ₹42.87 CrRevenue · FY 2025 · +62% YoY
- ₹4.29 CrNet profit · 10% margin
- ₹5.96 CrEBITDA · 14% margin
- ₹1 LakhPaid-up capital
- 25Employees (provident fund records)
- +30%Revenue CAGR, 3 years
- +16%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Cfa Institute India Private Limited are on its company page.
Detailed financial statements for CFA Institute
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Web traffic of CFA Institute
The website of CFA Institute (cfainstitute.org) receives about 5.8M visits a month and ranks #12,959 among all websites worldwide, #848 in Investing.
- Monthly visits5.8M
▲ 53.9% vs previous month
- Unique visitors1M
per month
- Global rank#12,959
among all websites
- Category rank#848
Finance · Investing
- Bounce rate34%
- Pages per visit5.5
- Average visit5 min 57 sec
- DevicesDesktop 61% · Mobile 39%
Websites whose visitors overlap most with CFA Institute. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| schweser.com | 100% | – | #143,487 | View details | |
| analystforum.com | 80% | – | #5,810,777 | View details | |
| garp.org | 78% | – | #97,651 | View details | |
300hours.com | 300hours.com | 78% | – | #190,755 | – |
markmeldrum.com | markmeldrum.com | 77% | – | #85,618 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for CFA Institute
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Top companies in Continuing Education Institutes
10 companies that operate in the same segment as CFA Institute (Continuing Education Institutes), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Offers training and development solutions to individuals, enterprises, and institutions | 1981 | Gurugram, Haryana, India | – | USD 41.57 M | – | |
Provider of educational bridging and degree study solutions for international students | 1994 | London, England, United Kingdom | – | – | – | |
Career-oriented training programs | 1946 | West Orange, New Jersey, United States | – | USD 518.24 M | 2,480 | |
Technical trade skills are taught by Universal Technical Institute. | 1965 | Fort Lauderdale, Florida, United States | – | – | – | |
Coding courses are offered to students at university campuses. | 2015 | San Francisco, California, United States | USD 6.25 M | – | – | |
RTL is recognized as Europe’s leading entertainment brand. | 1924 | Luxembourg, Luxembourg | – | – | – | |
Compliance evaluation and certification services are provided worldwide. | 1828 | Paris, France | – | USD 7.6 B | 84,250 | |
End-to-end digital infrastructure for online and offline learning is provided. | 2019 | Singapore, Singapore | USD 39.8 M | – | – | |
Center of education providing skill development programs | 2009 | Bengaluru, Karnataka, India | – | USD 990.88 K | 68 | |
Coding bootcamp training is provided for entrepreneurs in tech skills. | 2013 | Paris, France | USD 18.87 M | – | – |
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Related news about Cfa Institute
Complete news archive for CFA Institute
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Frequently Asked Questions about CFA Institute
CFA Institute was founded in 1947.
CFA Institute is headquartered in Charlottesville, United States. It is registered at Charlottesville, Virginia, United States.
Marg Franklin is the current CEO of CFA Institute.
CFA Institute has 25 employees.
The primary company behind CFA Institute, Cfa Institute India Private Limited, reported revenue of ₹42.87 Cr for FY 2025, up 62% year on year.
The CFA Institute was established in 1947 and is headquartered in Charlottesville, United States. Operations center on professional education within the finance sector, where courses are offered through a network of centers to support career development. Services include certification programs and educational resources, with oversight provided by CEO and President Marg Franklin. Activities span global reach, though primary location remains in the US.
CFA Institute operates through Cfa Institute India Private Limited.
The legal entities of CFA Institute currently have 3 directors, including Paul Edward Moody, Arati Porwal, Sanjeev Marwaha.
The website of CFA Institute receives about 5.8 million visits a month and ranks #12,959 among all websites worldwide.