CFA Institute

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No longer registered as of 05 Jul 2022 - Registration as it was on 13 May 2022
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Overview

Since 20 September 2021 self-declared 'non-commercial organisations' are no longer required to provide a lobby budget. See above timeline for this registrant's historical lobby budget.

Lobbying Costs

None declared

Financial year: Sep 2020 - Aug 2021

Lobbyists (Full time equivalent)

2.5 Fte (5)

Lobbyists with EP accreditation

0

High-level Commission meetings

9

Lobbying Costs over the years

  • Info

    CFA Institute

    EU Transparency Register

    89854211497-57 First registered on 08 Apr 2009

    Goals / Remit

    CFA Institute is the global, not-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
    915 East High Street, 560
    Charlottesville, VA 22902-2083
    UNITED STATES
    EU Office
    Rue du Champ De Mars, 23 Ixelles
    Brussels 1050
    BELGIUM

    Website

  • People

    Total lobbyists declared

    5

    Employment timeLobbyists
    100%1
    50%2
    25%2

    Lobbyists (Full time equivalent)

    2.5

    Lobbyists with EP accreditation

    All Lobbyists with EP accreditation over time

    0 accreditations were / are live (in bold) for the selected state of 27 Feb 2024

    Name Start date End Date
    Ms Josina Martine Kamerling 06 Sep 2019 05 Sep 2020
    Mr Roberto SILVESTRI 29 Jun 2019 27 Jun 2020
    Ms Josina Martine Kamerling 15 Sep 2018 06 Sep 2019
    Mr Roberto SILVESTRI 16 Jun 2018 15 Jun 2019
    Mr Roberto SILVESTRI 05 Oct 2017 16 Jun 2018
    Ms Josina Martine Kamerling 08 Sep 2017 08 Sep 2018
    Mr Rhodri Preece 08 Sep 2017 08 Sep 2018
    Mr Nikolaos Despotou 04 Jan 2017 23 Aug 2017
    Ms Josina Martine Kamerling 13 Sep 2016 06 Sep 2017
    Mr Rhodri Preece 13 Sep 2016 06 Sep 2017
    Ms Josina Martine Kamerling 23 Sep 2015 14 Sep 2016
    Mr Rhodri Preece 23 Sep 2015 14 Sep 2016
    Ms Maiju Hamunen 12 Mar 2015 10 Mar 2016
    Ms Eve Lacomblez 12 Mar 2015 10 Mar 2016
    Ms Josina Martine Kamerling 04 Oct 2014 23 Sep 2015
    Mrs Josina Martine Kamerling 04 Oct 2014 27 Jan 2015
    Mr Rhodri Preece 04 Oct 2014 23 Sep 2015
    Mrs Josina Martine Kamerling 31 Oct 2013 04 Oct 2014
    Mr Mirza Jair de Manuel Aramendia 31 Oct 2013 30 Oct 2014
    Mrs Claire Fargeot 31 Oct 2013 30 Oct 2014
    Mr Rhodri Preece 31 Oct 2013 04 Oct 2014
    Agnès Marianne LE THIEC 24 Jun 2011 01 Mar 2013

    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

  • Categories

    Category

    Think tanks and research institutions

  • Networking

    Affiliation

    None declared

    Member organisations

    None declared

  • Financial Data

    Interests represented

    Does not represent commercial interests

    Closed financial year

    Sep 2020 - Aug 2021

    Lobbying costs for closed financial year

    Since 20 September 2021 self-declared 'non-commercial organisations' are no longer required to provide a lobby budget. See above timeline for this registrant's historical lobby budget.

    Total organisational budget in closed year

    255,000€

    Major funding types in closed year

    Member's contribution

    Major contributions in closed year

    TypeNameAmount
    Contribution Members 5,105,000€

    Other financial info

    None declared

  • EU Structures

    Groups (European Commission)

    none

    Groups (European Parliament)

    N/A
    European Parliamentary Financial Services Forum

    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

    We promote high ethical standards and investor protection through professional codes of conduct, guidance, and outreach.

  • Meetings

    Meetings

    9 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.

    • Date 28 Sep 2021 Location Video Conferencing
      Subject Diversity in the Financial sector
      Cabinet Cabinet of Commissioner Mairead Mcguinness
      Portfolio Financial services, financial stability and Capital Markets Union
      Attending
      • Mairead McGuinness (Commissioner)
      • Florian Denis (Cabinet member)
    • Date 22 Jan 2020 Location Brussels
      Subject Sustainable finance
      DG Financial Stability, Financial Services and Capital Markets Union
      Attending
      • John Berrigan (Director-General)
    • Date 21 Oct 2019 Location Brussels
      Subject CMU
      Cabinet Cabinet of Vice-President Valdis Dombrovskis
      Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Andrea Beltramello (Cabinet member)
    • Date 26 Sep 2018 Location Brussels
      Subject Sustainable Finance - CMU - Brexit
      Cabinet Cabinet of Vice-President Valdis Dombrovskis
      Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Andrea Beltramello (Cabinet member)
    • Date 30 Nov 2017 Location Hong Kong
      Subject Speech at EU-Asia Financial Services Dinner Reception on growth and investment in Europe; Fintech and sustainable finance
      Cabinet Cabinet of Vice-President Valdis Dombrovskis
      Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Valdis Dombrovskis (Vice-President)
      Other Lobbyists
    • Date 16 Mar 2017 Location Brussels
      Subject MiFiD, Investor Protection, CMU
      Cabinet Cabinet of Vice-President Valdis Dombrovskis
      Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Tatyana Panova (Cabinet member)
    • Date 16 Jan 2017 Location Brussels, Belgium
      Subject Developments in corporate governance
      Cabinet Cabinet of Commissioner Věra Jourová
      Portfolio Justice, Consumers and Gender Equality
      Attending
      • Monika Ladmanova (Cabinet member)
      • Simona Constantin (Cabinet member)
    • Date 18 Dec 2015 Location Brussels
      Subject Call for Evidence
      Cabinet Cabinet of Vice-President Valdis Dombrovskis
      Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Lee Foulger (Cabinet member)
    • Date 15 Oct 2015 Location Brussels
      Subject 1. CMU and the Asset manager profession, as an investor and pillar of the capital markets, 2. The role of the Systemic risk council created by the CFA and what it could potentially do in the EU, Investor protection issues and CMU.
      DG Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Olivier Guersent (Director-General)
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