[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-203417-105":3,"detail-sidebar-cat-0-en-105":81,"doc-detail-203417-en":130},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","annual-report-and-financial-statements-2022","ANNUAL REPORT AND FINANCIAL STATEMENTS - 2022","","CFA Society of the UK’s Annual Report and Financial Statements present the organisation’s purpose to educate, connect, and inspire the investment community, with a focus on sustaining member value and advancing investment skills. The report outlines the post-pandemic strategic planning cycle, sustainability priorities, and initiatives such as ESG, Climate, and planned Impact education. It also covers governance overview, board and leadership roles as at 30 June 2022, and the financial statements and accounting principles for the year ended 30 June 2022.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/document/","Document",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/document/research-report/","Research & Report",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/document/annual-report-and-financial-statements-2022/203417/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/annual-report-and-financial-statements-2022/203417.png","ImageObject",300,407,{"name":42,"@type":43},"Putri","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-10","2026-09-04",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",10,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What is the purpose of CFA Society of the UK as described in the report?","Question",{"text":63,"@type":64},"Its purpose is to educate, connect, and inspire the investment community to build a sustainable future. It focuses on meeting members’ needs for skills and knowledge and supporting rewarding careers in an inclusive and diverse community.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"Which major sustainability and education initiatives are highlighted?",{"text":68,"@type":64},"The report emphasizes sustainability in investing and mentions the Certificate in ESG Investing, the Certificate in Climate and Investing, and the aim to launch a Certificate in Impact and Investing.",{"name":70,"@type":61,"acceptedAnswer":71},"What time period do the financial statements cover?",{"text":72,"@type":64},"The statements cover the year ended 30 June 2022, with information presented alongside accounting principles and notes to the financial statements.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},203417,1788560646,{"code":4,"msg":82,"data":83},"success",[84,88,92,96,101,106,111,115,120,123,126],{"id":22,"doc_module":4,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},"Story & Novel",90,"story-novel",{"id":26,"doc_module":4,"doc_module_name":25,"category_name":89,"show_sort_weight":90,"slug":91},"Literature",80,"literature",{"id":33,"doc_module":4,"doc_module_name":25,"category_name":93,"show_sort_weight":94,"slug":95},"Exam",70,"exam",{"id":97,"doc_module":4,"doc_module_name":25,"category_name":98,"show_sort_weight":99,"slug":100},5,"Comic",60,"comic",{"id":102,"doc_module":4,"doc_module_name":25,"category_name":103,"show_sort_weight":104,"slug":105},6,"Technology",50,"technology",{"id":107,"doc_module":4,"doc_module_name":25,"category_name":108,"show_sort_weight":109,"slug":110},7,"Healthcare",40,"healthcare",{"id":112,"doc_module":4,"doc_module_name":25,"category_name":29,"show_sort_weight":113,"slug":114},8,30,"research-report",{"id":116,"doc_module":4,"doc_module_name":25,"category_name":117,"show_sort_weight":118,"slug":119},9,"Religion & Spirituality",20,"religion-spirituality",{"id":118,"doc_module":4,"doc_module_name":25,"category_name":121,"show_sort_weight":118,"slug":122},"World Cup","world-cup",{"id":55,"doc_module":4,"doc_module_name":25,"category_name":124,"show_sort_weight":55,"slug":125},"Lifestyle","lifestyle",{"id":127,"doc_module":4,"doc_module_name":25,"category_name":128,"show_sort_weight":97,"slug":129},19,"General","general",{"code":4,"msg":82,"data":131},{"doc_id":79,"user_id":132,"nickname":42,"user_avatar":133,"doc_module":4,"category_id":112,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":139,"language":140,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":12,"update_tm":80,"read_time":144},962085571259,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","ANNUAL REPORT & FINANCIAL STATEMENTS  \nFor the year ended 30 June 2022  \nA company limited by Guarantee and not having a Share Capital. Company Number: 4035569  \nANNUAL REPORT AND  \nSTATEMENTS  \n2  \nCONTENTS  \nAbout Us 4  \nChair’s Report 5  \nTreasurer’s Report 6  \nDirectors’ Report 8  \nDirectors’ Responsibilities in the Preparation of Financial Statements 9  \nIndependent Auditor’s Report to the Members of the CFA Society of the UK 10  \nFINANCIAL STATEMENTS  \nFinancial Statements 14  \nAccounting Principles 17  \nNotes to the Financial Statements for the year ended 30 June 2022 19  \nANNUAL REPORT AND FINANCIAL STATEMENTS 2022  \n3  \nABOUT US  \nCFA Society of the UK’s (‘CFA UK’,‘the Society’ or ‘the Company’) purpose is to educate, connect and inspire the investment community to build a sustainable future. We meet the investment community’s needs for skills and knowledge. We bring the investment community together. We help people build rewarding careers within an inclusive and diverse investment community and we help the investment community serve its stakeholders well.  \nCFA UK is a professional body representing close to  \n12,000 members across the UK’s investment community and is a proud member of CFA Institute’s worldwide network of member societies. CFA Institute leads the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society.  \nCFA UK is the awarding body for the Investment Management Certificate (‘IMC’), a Level 4 qualification for investment professionals that meets the Financial Conduct Authority’s requirements (either solely or in combination with other qualifications) for managing investments and advising on and dealing in securities and derivatives.  \nCFA UK developed the Certificate in ESG Investing (‘ESG Certificate’) which has been sold to CFA Institute. The ESG Certificate is a Level 4 qualification which delivers the knowledge and skills required by investment professionals to integrate ESG (environmental, social and governance) factors into the investment process.  \nCFA UK has also developed the Certificate in Climate and Investing (‘Climate Certificate’), a Level 4 qualification which delivers the knowledge and skills required by investment professionals to understand climate as it relates to investing and how to integrate climate change considerations into the investment process.  \nCFA UK promotes the CFA Program for which CFA Institute is the awarding body. The CFA Program is a graduate level, self-study programme designed to equip investment professionals with technical skills, practical knowledge anda clear understanding of ethics and professional standards. It is recognised as the gold standard for professional credentials within the global investment community.  \nBoard of Directors as at 30 June 2022:  \nLindsey Matthews, CFA, CIPM,(Chair) USS Ltd  \nTim Nuding, CFA,(Vice Chair), Prosperity Capital Services Hilary Eastman, CFA,(Treasurer), PricewaterhouseCoopers LLP Gillian Elcock, RWC Partners Ltd  \nKieran Ferguson, CFA, The Prince’s Foundation  \nWeiyen Hung, CFA, CAIA, CIPM, FRM, IMC, Bank of England Katerina Kosmopoulou, CFA, IMC, J. Stern & Co.  \nPhilippe Lenoble, CFA, AustralianSuper (UK) Ltd  \nFraser Lundie, CFA, IMC, Hermes Investment Management Sylvia Solomon, ASIP, IMC, Equitile Investments  \nHelen Thomas, CFA, Blonde Money  \nDavid Zahn, CFA, CAIA, FRM, Franklin Templeton  \nLeadership team:  \nWill Goodhart, IMC Ashley Ramsay Victoria French, ACA Christina Curtin Anna Pinch Shaheen Verjee, CFA  \nChief Executive  \nChief Operating Officer Chief Financial Officer Director of Education  \nDirector of Customer Experience  \nDirector of Outreach  \nSecretary:  \nIndigo Corporate Secretary Limited  \nRegistered Office:  \n4th floor, Minster House, 42 Mincing Lane, London, EC3R 7AE Telephone: 020 7648 6200  \nEmail: [info@cfauk.org](info@cfauk.org)  \n[Website: www.cfauk.org](Website: www.cfauk.org)  \nANNUAL REPORT AND FI","cbCaifOnbq24XOeq","https://ap.wps.com/l/cbCaifOnbq24XOeq","pdf",731294,28,"English","# About Us\n## Chair’s Report\n## Treasurer’s Report\n## Directors’ Report\n## Directors’ Responsibilities in the Preparation of Financial Statements\n## Independent Auditor’s Report\n# Financial Statements\n## Financial Statements\n## Accounting Principles\n## Notes to the Financial Statements","[{\"question\":\"What is the purpose of CFA Society of the UK as described in the report?\",\"answer\":\"Its purpose is to educate, connect, and inspire the investment community to build a sustainable future. It focuses on meeting members’ needs for skills and knowledge and supporting rewarding careers in an inclusive and diverse community.\"},{\"question\":\"Which major sustainability and education initiatives are highlighted?\",\"answer\":\"The report emphasizes sustainability in investing and mentions the Certificate in ESG Investing, the Certificate in Climate and Investing, and the aim to launch a Certificate in Impact and Investing.\"},{\"question\":\"What time period do the financial statements cover?\",\"answer\":\"The statements cover the year ended 30 June 2022, with information presented alongside accounting principles and notes to the financial statements.\"}]","ANNUAL REPORT AND FINANCIAL STATEMENTS - 2022 | PDF",71]