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Its mission is delivered through helping professionals grow talent in skills, knowledge, connections and careers.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What major initiatives and achievements does the Chair highlight for 2024?",{"text":68,"@type":64},"The Chair reports the launch of sustainable investment certificates, over 100 member events, responses to UK regulator and policymaker consultations, the first Certificate in Impact Investing, and ongoing improvements to the technology infrastructure.",{"name":70,"@type":61,"acceptedAnswer":71},"Which financial statements are included for the year ended 30 June 2024?",{"text":72,"@type":64},"The report includes a profit and loss account, balance sheet, cash flow statement, 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},203411,1788560620,{"code":4,"msg":82,"data":83},"success",[84,88,92,96,101,106,111,114,119,122,126],{"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":55,"doc_module":4,"doc_module_name":25,"category_name":29,"show_sort_weight":112,"slug":113},30,"research-report",{"id":115,"doc_module":4,"doc_module_name":25,"category_name":116,"show_sort_weight":117,"slug":118},9,"Religion & Spirituality",20,"religion-spirituality",{"id":117,"doc_module":4,"doc_module_name":25,"category_name":120,"show_sort_weight":117,"slug":121},"World Cup","world-cup",{"id":123,"doc_module":4,"doc_module_name":25,"category_name":124,"show_sort_weight":123,"slug":125},10,"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":55,"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},549768702563,"https://ap-avatar.wpscdn.com/avatar/8000c4aa63b76e948b?x-image-process=image/resize,m_fixed,w_180,h_180&k=1786536092046926083","ANNUAL REPORT & FINANCIAL STATEMENTS  \nfor the year ended 30 June 2024  \nA Company limited by Guarantee and not having a Share Capital. Company Number: 04035569  \nContents  \nCONTENTS  \nAbout us 3  \nChair’s Report 4  \nTreasurer’s Report 6  \nDirectors’ Report 7  \nDirectors’ Responsibilities in the Preparation of Financial Statements 10  \nIndependent Auditor’s Report to the Members of CFA Society of the UK 11  \nFINANCIAL STATEMENTS 14  \nProfit and Loss Account for the Year Ended 30 June 2024 15  \nBalance Sheet as at 30 June 2024 16  \nCash Flow Statement 17  \nAccounting Principles 18  \nNotes to the Financial Statements 20  \nAbout Us  \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.  \nWe meet the investment community’s needs for skills and knowledge and we bring investment professionals together. Through our focus on ‘We Grow Talent’, we help people build rewarding careers within an inclusive and diverse investment community that serves its stakeholders well.  \nCFA UK is a professional body representing more than 12,000 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 also developed the Certificate in Climate and Investing (‘Climate Certificate’), a Level 4 qualification which enables investment professionals to understand climate as it relates to investing and how to integrate climate change considerations into the investment process.  \nCFA UK also developed the Certificate in Impact Investing (‘Impact Certificate’), a Level 4 qualification which provides investment professionals with a good understanding of the theory and practice of impact investment.  \nCFA UK developed the Certificate in ESG Investing  \n(‘ESG Certificate’ or ‘ESG’) which has been sold to CFA Institute. The ESG certificate delivers the knowledge and skills required by investment professionals to integrate ESG (environmental, social and governance) factors 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  \nwith technical skills, practical knowledge and a clear understanding  \nof ethics and professional standards. It is recognised as the gold standard for professional credentials within the global investment community.  \nBOARD OF DIRECTORS AS AT  \n30 JUNE 2024:  \nHilary Eastman, CFA,(Chair)  \nKaterina Kosmopoulou, CFA, IMC,(Vice Chair)  \nWeiyen Hung, CFA, CMA, CAIA, CIPM, FRM, IMC,(Treasurer) Alistair Byrne, CFA  \nGillian Elcock  \nKieran Ferguson, CFA Suzanne Hsu, CFA, CIPM  \nElena Koycheva, CFA, CAIA, CIPM, IMC Philippe Lenoble, CFA  \nSylvia Solomon, ASIP, IMC  \nLEADERSHIP TEAM AS AT  \n30 JUNE 2024:  \nWill Goodhart, IMC, Chief Executive Ashley Ramsay, Chief Operating Officer Victoria French, ACA, Chief Financial Officer Christina Curtin, Director of Education Anna Pinch, Director of Customer Experience Praneet Shivaprasad, Director of Outreach  \nSECRETARY:  \nIndigo Corporate Secretary Limited  \nREGISTERED OFFICE:  \n3rd floor, Boston House, 63-64 New Broad Street, London, EC2M 1JJ  \nTelephone: 020 7648 6200  \nEmail: [info@cfauk.org](info@cfauk.org)  \n[Website: www.cfauk.org](Website: www.cfauk.org)  \nChair’s Report  \nCHAIR’S REPORT  \nCFA UK’s mission is to educate, connect and inspire the invest","cbCaimb5ZznUWcpM","https://ap.wps.com/l/cbCaimb5ZznUWcpM","pdf",596576,28,"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 to the Members of CFA Society of the UK\n# Financial Statements\n## Profit and Loss Account for the Year Ended 30 June 2024\n## Balance Sheet as at 30 June 2024\n## Cash Flow Statement\n## Accounting Principles\n## Notes to the Financial Statements","[{\"question\":\"What is CFA UK’s stated purpose and mission in the report?\",\"answer\":\"CFA UK’s purpose is to educate, connect and inspire the investment community to build a sustainable future. Its mission is delivered through helping professionals grow talent in skills, knowledge, connections and careers.\"},{\"question\":\"What major initiatives and achievements does the Chair highlight for 2024?\",\"answer\":\"The Chair reports the launch of sustainable investment certificates, over 100 member events, responses to UK regulator and policymaker consultations, the first Certificate in Impact Investing, and ongoing improvements to the technology infrastructure.\"},{\"question\":\"Which financial statements are included for the year ended 30 June 2024?\",\"answer\":\"The report includes a profit and loss account, balance sheet, cash flow statement, accounting principles, and notes to the financial statements.\"}]","CFA UK Annual Report & Financial Statements 2024 - Year Ended 30 June 2024 | PDF",71]