named programs · 2 · from sources
What they call their work
CFA Designation Promotion
Advocates for and supports the Chartered Financial Analyst credential among local finance professionals
Educational Programming
Offers workshops, seminars, and study groups focused on investment management and preparation for the CFA exam
activities · 1 group
What they do
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Professional Education and Certification for Financial and Estate Planners 1 activity
- Provides CFA education and professional designation promotionOffers educational programming and promotes the Chartered Financial Analyst (CFA) designation to finance professionals in the Greater Rochester area.
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financials · form 990EZ · fy2024
revenue
Total revenue$107K
Contributions & grants——
Program service revenue$34K31%
Investment income$33K31%
Other revenue$140
expenses
Total expenses$103K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits—
Grants paid out$10K
balance sheet
Total assets$292K
Cash—
Investments—
Liabilities—
Net assets$292K
5 years on record · 2019–2024 · YoY revenue +20.1%
leadership · form 990 part vii · fy2024
Who runs it
board members · 7
- ANDREA ELLS — DIRECTOR
- CHARLES RUFF — DIRECTOR
- CHRISTIAN SCHULITZ — DIRECTOR
- GERRY GUGGER — DIRECTOR
- JOHN CASEY — DIRECTOR
- KEITH SMITH — DIRECTOR
- MATTHEW TORPEY — DIRECTOR
strategies · 1
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Professional Development Through Education and Credentialingmethodology: professional_development_through_education_and_credentialingBy delivering targeted educational programming and promoting professional credentialing, the organization enhances the competence, credibility, and career advancement of finance professionals, thereby strengthening the financial industry's standards and public trust.