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
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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 STATESEU Office
Rue du Champ De Mars, 23 Ixelles
Brussels 1050
BELGIUMWebsite
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People
Total lobbyists declared
5
Employment time Lobbyists 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 04 Dec 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
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Categories
Category
Think tanks and research institutions
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Networking
Affiliation
None declared
Member organisations
None declared
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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
Type Name Amount Contribution Members 5,105,000€ Other financial info
None declared
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EU Structures
Groups (European Commission)
none
Groups (European Parliament)
N/A
European Parliamentary Financial Services ForumCommunication activities
CFA Institute produces papers, articles, and consultation responses on these topics. We promote our content through events and public relations activities.
Other activities
None declared
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.
1 July 2024: We have noted that some meetings are appearing in duplicate, ie. some meetings seem to be listed twice. This seems to be because the Commission changes some element of a meeting data after the meeting has first been listed, which causes LobbyFacts to register it as a new meeting. We are investigating further.
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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 - Florian Denis (Cabinet member)
- Mairead McGuinness (Commissioner)
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Date 22 Jan 2020 Location Brussels Subject Sustainable finance DG Financial Stability, Financial Services and Capital Markets Union Attending - John Berrigan (Director-General)
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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)
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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)
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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)
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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 - Simona Constantin (Cabinet member)
- Monika Ladmanova (Cabinet member)
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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)
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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)