Overview
Lobbying Costs
1,250,000€ - 1,499,999€
Financial year: Sep 2022 - Aug 2023
Lobbyists (Full time equivalent)
3 Fte (3)
Lobbyists with EP accreditation
0
High-level Commission meetings
1
Lobbying Costs over the years
-
Info
CFA Institute
EU Transparency Register
800366350392-17 First registered on 06 Jun 2023
Goals / Remit
CFA Institute is the global, non-for-profit association of investment professionals that awards the CFA and CIPM designations. We promote the highest ethical standards and offer a range of educational opportunities online and around the world
Main EU files targeted
Legislation and regulation of financial services and markets, asset management, corporate governance
Address
Head Office
CFA Institute 915 East High Street Charlottesville, VA
1040 22902
UNITED STATESEU Office
CFA Institute - 7th Floor Rond-point Robert Schuman 6
Brussels 1040
BELGIUMWebsite
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People
Total lobbyists declared
3
Employment time Lobbyists 100% 3 Lobbyists (Full time equivalent)
3
Lobbyists with EP accreditation
No lobbyists with EP accreditations
Complementary Information
None declared
Person in charge of EU relations
Data not provided by Register Secretariat due to GDPR
Person with legal responsibility
Data not provided by Register Secretariat due to GDPR
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Categories
Category
Trade and business associations
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Networking
Affiliation
We are members of the following organizations:
International Organization of Securities Commissions (IOSCO AMCC), https://www.iosco.org/about/?subsection=display_committee&cmtid=2
European Capital Markets Institute (ECMI), https://www.iosco.org/about/?subsection=display_committee&cmtid=2Member organisations
None declared
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Financial Data
Interests represented
Promotes their own interests or the collective interests of their members
Closed financial year
Sep 2022 - Aug 2023
Lobbying costs for closed financial year
1,250,000€ - 1,499,999€
Major contributions in closed year
None declared
Intermediaries for closed year
None declaredIntermediaries for current year
None declaredClosed year Costs
1,250,000€ - 1,499,999€
Other financial info
PE represents the employees in-seat for the full year. Actuals = FY23 Budget.
Non-PE is based on % of total spend in FY22 from the BRU office applied against the FY23 Enterprise Budget.
BRU spent 0.4% of the total Non-PE expenditures in FY22 so 0.4% was applied to the ~$167m in FY23 Non-PE Enterprise Budget.
GL Budget
PE $674,049 (USD)
Non PE $ 666,752 (USD) -
EU Structures
Groups (European Commission)
none
Groups (European Parliament)
N/A
Communication activities
CFA Institute produces papers, articles, and consultation responses on these topics. We promote our content through events and public relations activities
Other activities
None declared
Meetings
Meetings
1 meetings found. Download meetings
The list below only covers meetings held since November 2014 with commissioners, their cabinet members or directors-general at the European Commission; other lobby meetings with lower-level staff may have taken place, but the European Commission doesn't proactively publish information about these meetings. For more information about which commissioner is responsible for which portfolio, check out this link: https://commissioners.ec.europa.eu/index_en All information below comes from European Commission web pages.
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Date 04 Sep 2023 Location Brussels Subject Retail Investment Strategy, the implementation of the rules on Sustainable Finance, and Digital Finance. DG Financial Stability, Financial Services and Capital Markets Union Attending - John Berrigan (Director-General)