Annual Report 2020-2021 - Reconnect and Renew - Annual highlights and governance

Aug 26, 2026

Annual Report 2020-2021 for CFA Society France outlines its mission to advance strict ethics, education, and professional excellence in the global investment community, while protecting investors’ interests for the benefit of society. The report presents the president’s message on strategic milestones, including an executive team setup and transformational finance training acquisition. It details organization structure, partner relationships, governance and finance reporting, and year highlights such as activity, financial results, new initiatives, community engagement, and volunteer recognition, including ESG investing progress.

LanguageEnglish

CategoryResearch & Report

FormatPDF

Pages60

Reading Time2 h 31 min

AccessFree to download

Summary

Message from the President

Organization

Structure

Partners

Highlights of the Year

Activity Summary

Financial Highlights

New Initiatives, Members Candidates

Community Engagement

Volunteers of the Year

Governance & Finance

Secretary General Report

Audit Report

Nominating Report

Financial Report

Activity

Candidate and Member services

Outreach

Acknowledgements

ANNUAL REPORT 2020-2021 RECONNECT AND RENEW Editing Team Alejandro Hiniesto, CFA Marie-Alix de Meyer Nathalie Columelli, CFA Jean-Philippe Dorp, CFA Frans Harts, CFA MISSION Create and promote the strictest standards of ethics, education and professional excellence ata global level, through its advocacy in favor of investors’ interests and for the benefit of society. VISION In advancing our mission, we are dedicated to building a Society that: • Leads the industry’s thinking in ethics, integrity, and excellence of practice. Accompanies members in their career development with services adapted to their needs. • Promotes members’ expectations to all stakeholders of the ecosystem. • Derives its strength and energy from its highly qualified volunteers and professional staff. Partners with the CFA Institute and its global network of Societies to deliver on the mission. 3 SUMMARY MESSAGE FROM THE PRESIDENT 1. ORGANIZATION 1.1. Structure Board of Directors Staff Volunteers 1.2. Partners 2. HIGHLIGHTS OFTHE YEAR 2.1. Activity Summary 2.2. Financial Highlights 2.3. New Initiatives Members Candidates Community Engagement 2.4. Volunteers of the Year 3. GOVERNANCE & FINANCE 10 23 26 27 28 31 3.1. Secretary General Report 34 3.2. Audit Report 35 3.3. Nominating Report 35 3.4. Financial Report 36 4. ACTIVITY 4.1. Candidate and Member services 44 4.2. Outreach 50 4.3. Acknowledgements 57 5 6 MESSAGE FROM THE PRESIDENT Dear Members, During this 2020-21-year, CFA Society France has reached a strategic milestone with the complete set-up of an Executive team, namely with the appointment of Nathalie Columelli, CFA, as Executive Director, and the self-funded transformational acquisition of Finance Training. Although the transaction is still pending approval from governmental administrative bodies, we are hopeful it will be closed before year end. I am convinced these actions will allow your Association to better deliver on your expectations while diversifying its resources and therefore securing a sustainable development going forward. Indeed, the various strategic initiatives we have implemented over the recent years in the context of our Society 2.0 project, making CFA Society France a professional body with a permanent structure, are fully aligned with our mission. More importantly, your Association is now in a sound financial and operational position to meet the challenges our industry is facing. Technologies, ESG, regulation, unconventional market conditions, geopolitical forces and product innovation have profoundly and sustainably transformed our environment. And, with no doubt, we see these structural trends accelerating in the foreseeable future To catch-up with these trends, CFA Society France can rely on its mission covering education, ethics, and investor protection. The recent events demonstrate that our core values that guide the way we operate are more than ever relevant to our industry. It can also rely on the involvement of its 1,200 Members and the creative collaboration between the staff and the volunteers. More importantly, your Association can leverage its affiliation to CFA Institute’s international network and access to its unparalleled resources. By focusing its efforts on its two pillars, which are Advocacy and Professional Development, CFA Society France has successfully enhanced its visibility in its ecosystem, offered complementary education services and expanded its capabilities to share Members’ views on regulatory decisions, which will impact our industry going forward. The success of the Certificate in ESG Investing with the record number of 400 Candidates in France, making us the No.1 contributor in the EMEA region excluding the United Kingdom, is a prime example. I want to thank the Board of Directors, the Executive Team and all the volunteers for their dedication over the years. It is now up to a n

FAQs

What is the mission of CFA Society France presented in the annual report?

The mission focuses on creating and promoting the strictest standards of ethics, education, and professional excellence at a global level, advocating for investors’ interests for the benefit of society.

What strategic milestones are highlighted by the president for 2020-21?

The report highlights the complete setup of an executive team, including the appointment of Nathalie Columelli, and the transformational acquisition of finance training supported by self-funding, pending approvals.

Which areas are covered under governance and finance in the report?

Governance and finance include the Secretary General report, Audit report, Nominating report, and Financial report, supported by a structured organization section.

Aug 26, 2026

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