<br />
Report and Accounts<br />
for the year ended 30th June 2010<br />
A company limited by Guarantee and not having a Share Capital<br />
Company Number: 4035569<br />
About us<br />
The CFA Society of the UK (CFA UK) represents the<br />
interests of more than 9,000 leading members of the<br />
investment profession.<br />
The society, which was founded in 1955, is a leading<br />
member society of CFA Institute.<br />
We are committed to leading the development of the<br />
investment industry through the promotion of the highest<br />
ethical standards and through the provision of education,<br />
professional development, advocacy, information and<br />
career support on behalf of our members.<br />
CFA UK supports the CFA, ASIP and IMC designations.<br />
Total membership increased by 8% in the<br />
year to end June 2010.<br />
Top five employer<br />
categories:<br />
• Institutional investment<br />
management<br />
• Investment banking<br />
• <a title="2010 Annual report page 1" href="http://viewer.zmags.com/publication/4c2308e6?page=1"> Report and Accounts for the year ended 30th June </a>
<a title="2010 Annual report page 2" href="http://viewer.zmags.com/publication/4c2308e6?page=2"> About us The CFA Society of the UK (CFA UK) repre</a>
<a title="2010 Annual report page 3" href="http://viewer.zmags.com/publication/4c2308e6?page=3"> CFA UK’s Chairman’s Statement 2010 CFA UK’s C</a>
<a title="2010 Annual report page 4" href="http://viewer.zmags.com/publication/4c2308e6?page=4"> CFA UK’s Chairman’s Statement 2010 • provid</a>
<a title="2010 Annual report page 5" href="http://viewer.zmags.com/publication/4c2308e6?page=5"> Treasurer’s report Treasurer’s report In </a>
<a title="2010 Annual report page 6" href="http://viewer.zmags.com/publication/4c2308e6?page=6"> Highlights </a>
<a title="2010 Annual report page 7" href="http://viewer.zmags.com/publication/4c2308e6?page=7"> 2010 Highlights January - March • John Kay, FSI</a>
<a title="2010 Annual report page 8" href="http://viewer.zmags.com/publication/4c2308e6?page=8"> Examinations and Education Examinations and Edu</a>
<a title="2010 Annual report page 9" href="http://viewer.zmags.com/publication/4c2308e6?page=9"> Examinations and Education job in lobbying for </a>
<a title="2010 Annual report page 10" href="http://viewer.zmags.com/publication/4c2308e6?page=10"> Continuing Education Scottish Committee The year</a>
<a title="2010 Annual report page 11" href="http://viewer.zmags.com/publication/4c2308e6?page=11"> Careers Careers CFA UK has continued to offer me</a>
<a title="2010 Annual report page 12" href="http://viewer.zmags.com/publication/4c2308e6?page=12"> Marketing and Communication Committee Marketing </a>
<a title="2010 Annual report page 13" href="http://viewer.zmags.com/publication/4c2308e6?page=13"> Membership Membership Membership numbers grew so</a>
<a title="2010 Annual report page 14" href="http://viewer.zmags.com/publication/4c2308e6?page=14"> Directors’ Report Directors’ Report The direc</a>
<a title="2010 Annual report page 15" href="http://viewer.zmags.com/publication/4c2308e6?page=15"> We have audited the financial statements on pages </a>
<a title="2010 Annual report page 16" href="http://viewer.zmags.com/publication/4c2308e6?page=16"> Accounts Profit And Loss Account For The Year E</a>
<a title="2010 Annual report page 17" href="http://viewer.zmags.com/publication/4c2308e6?page=17"> Accounts Balance Sheet As At 30 June 2010 No</a>
<a title="2010 Annual report page 18" href="http://viewer.zmags.com/publication/4c2308e6?page=18"> Accounts Cash Flow Statement Notes Net c</a>
<a title="2010 Annual report page 19" href="http://viewer.zmags.com/publication/4c2308e6?page=19"> Accounts Accounting Principles A. GENERAL </a>
<a title="2010 Annual report page 20" href="http://viewer.zmags.com/publication/4c2308e6?page=20"> Accounts Notes to the Accounts (1) The in</a>
<a title="2010 Annual report page 21" href="http://viewer.zmags.com/publication/4c2308e6?page=21"> Accounts 2010 (4) ESTABLISHMENT COSTS </a>
<a title="2010 Annual report page 22" href="http://viewer.zmags.com/publication/4c2308e6?page=22"> Accounts 2010 (8) CORPORATION TAx </a>
<a title="2010 Annual report page 23" href="http://viewer.zmags.com/publication/4c2308e6?page=23"> Accounts 2010 (10) STOCKS </a>
<a title="2010 Annual report page 24" href="http://viewer.zmags.com/publication/4c2308e6?page=24"> Accounts 2010 (15) RESERvES </a>
<a title="2010 Annual report page 25" href="http://viewer.zmags.com/publication/4c2308e6?page=25"> Accounts (17) CASH FLOW A Reconciliation</a>
<a title="2010 Annual report page 26" href="http://viewer.zmags.com/publication/4c2308e6?page=26"> Committee Members Committee Members as at 1st </a>
<a title="2010 Annual report page 27" href="http://viewer.zmags.com/publication/4c2308e6?page=27"> Committee Members INvESTMENT MANAGEMEN</a>
<a title="2010 Annual report page 28" href="http://viewer.zmags.com/publication/4c2308e6?page=28"> Report and Accounts for the year ended 30th June</a>