<br />
CFA Society of the UK<br />
REPORT AND ACCOUNTS<br />
For the year ended 30th June 2009<br />
A company limited by guarantee<br />
and not having a Share Capital<br />
Company Number: 4035569<br />
www.cfauk.org<br />
ABOUT US<br />
The CFA Society of the UK (CFA UK) represents<br />
the interests of more than 8,500 members of the<br />
investment profession.<br />
The society, which was founded<br />
in 1955, is a member society of<br />
CFA Institute.<br />
We are committed to leading the<br />
development of the investment<br />
industry through the promotion of the<br />
highest ethical standards and through<br />
the provision of education, professional<br />
development, advocacy, information<br />
and career support on behalf of<br />
our members.<br />
CFA UK supports the CFA, ASIP and<br />
IMC designations.<br />
The Stats<br />
Members of the Board of Directors<br />
2008/2009:<br />
Joe Biernat CFA (Chairman)<br />
European Cr<a title="08-09 Reports and Accounts.pdf page 1" href="http://viewer.zmags.com/publication/3b0fe0a8?page=1"> CFA Society of the UK REPORT AND ACCOUNTS For the</a>
<a title="08-09 Reports and Accounts.pdf page 2" href="http://viewer.zmags.com/publication/3b0fe0a8?page=2"> ABOUT US The CFA Society of the UK (CFA UK) rep</a>
<a title="08-09 Reports and Accounts.pdf page 3" href="http://viewer.zmags.com/publication/3b0fe0a8?page=3"> CFA UK’s CHAIRMAN’S STATEMENT 2009 The y</a>
<a title="08-09 Reports and Accounts.pdf page 4" href="http://viewer.zmags.com/publication/3b0fe0a8?page=4"> CFA UK’s CHAIRMAN’S STATEMENT 2009 relationshi</a>
<a title="08-09 Reports and Accounts.pdf page 5" href="http://viewer.zmags.com/publication/3b0fe0a8?page=5"> 2,331,357 1,869,814 £ thousands </a>
<a title="08-09 Reports and Accounts.pdf page 6" href="http://viewer.zmags.com/publication/3b0fe0a8?page=6"> HIGHLIGHTS Highlights Prof</a>
<a title="08-09 Reports and Accounts.pdf page 7" href="http://viewer.zmags.com/publication/3b0fe0a8?page=7"> HIGHLIGHTS FT’s Gillian Tett at the an</a>
<a title="08-09 Reports and Accounts.pdf page 8" href="http://viewer.zmags.com/publication/3b0fe0a8?page=8"> EXAMINATIONS AND EDUCATION Examinations and Ed</a>
<a title="08-09 Reports and Accounts.pdf page 9" href="http://viewer.zmags.com/publication/3b0fe0a8?page=9"> EXAMINATIONS AND EDUCATION TOTAL NUMBER IMC Si</a>
<a title="08-09 Reports and Accounts.pdf page 10" href="http://viewer.zmags.com/publication/3b0fe0a8?page=10"> MEMBERSHIP Membership Membership numbers grew</a>
<a title="08-09 Reports and Accounts.pdf page 11" href="http://viewer.zmags.com/publication/3b0fe0a8?page=11"> Scottish Committee It has been another successf</a>
<a title="08-09 Reports and Accounts.pdf page 12" href="http://viewer.zmags.com/publication/3b0fe0a8?page=12"> CONTINUING EDUCATION Continuing Education T</a>
<a title="08-09 Reports and Accounts.pdf page 13" href="http://viewer.zmags.com/publication/3b0fe0a8?page=13"> ADVOCACY Advocacy The society’s accounting a</a>
<a title="08-09 Reports and Accounts.pdf page 14" href="http://viewer.zmags.com/publication/3b0fe0a8?page=14"> CAREERS “Throughout the 2008-09 membership year</a>
<a title="08-09 Reports and Accounts.pdf page 15" href="http://viewer.zmags.com/publication/3b0fe0a8?page=15"> MARKETING AND COMMUNICATION Marketing and Com</a>
<a title="08-09 Reports and Accounts.pdf page 16" href="http://viewer.zmags.com/publication/3b0fe0a8?page=16"> DIRECTORS’ REPORT The directors submit their re</a>
<a title="08-09 Reports and Accounts.pdf page 17" href="http://viewer.zmags.com/publication/3b0fe0a8?page=17"> INDEPENDENT AUDITORS’ REPORT Independe</a>
<a title="08-09 Reports and Accounts.pdf page 18" href="http://viewer.zmags.com/publication/3b0fe0a8?page=18"> ACCOUNTS PROFIT AND LOSS ACCOUNT FOR THE YEAR EN</a>
<a title="08-09 Reports and Accounts.pdf page 19" href="http://viewer.zmags.com/publication/3b0fe0a8?page=19"> ACCOUNTS BALANCE SHEET AS AT 30th JUNE 2009 N</a>
<a title="08-09 Reports and Accounts.pdf page 20" href="http://viewer.zmags.com/publication/3b0fe0a8?page=20"> ACCOUNTS CASH FLOW STATEMENT </a>
<a title="08-09 Reports and Accounts.pdf page 21" href="http://viewer.zmags.com/publication/3b0fe0a8?page=21"> ACCOUNTS ACCOUNTING PRINCIPLES A GENERAL </a>
<a title="08-09 Reports and Accounts.pdf page 22" href="http://viewer.zmags.com/publication/3b0fe0a8?page=22"> ACCOUNTS NOTES TO THE ACCOUNTS (1) The incom</a>
<a title="08-09 Reports and Accounts.pdf page 23" href="http://viewer.zmags.com/publication/3b0fe0a8?page=23"> ACCOUNTS </a>
<a title="08-09 Reports and Accounts.pdf page 24" href="http://viewer.zmags.com/publication/3b0fe0a8?page=24"> ACCOUNTS </a>
<a title="08-09 Reports and Accounts.pdf page 25" href="http://viewer.zmags.com/publication/3b0fe0a8?page=25"> ACCOUNTS (10) STOCKS (11) DEBTORS – DUE </a>
<a title="08-09 Reports and Accounts.pdf page 26" href="http://viewer.zmags.com/publication/3b0fe0a8?page=26"> ACCOUNTS </a>
<a title="08-09 Reports and Accounts.pdf page 27" href="http://viewer.zmags.com/publication/3b0fe0a8?page=27"> ACCOUNTS (This page intentionally left blank). </a>
<a title="08-09 Reports and Accounts.pdf page 28" href="http://viewer.zmags.com/publication/3b0fe0a8?page=28"> Committed to leading the development of the inves</a>