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 ​Privacy Statement

Thank you for visiting CFA Society Philadelphia's website and reviewing our Privacy Policy. By using this website you signify your acceptance of our Privacy Policy. If you do not agree to this policy, please do not use our website. Changes will be posted periodically to this Privacy Policy. We encourage you to review this Privacy Policy from time to time to see if any changes have been posted. If you have questions or concerns regarding this statement, you should first contact:

CFA Society Philadelphia
100 North 20th Street, Suite 400​ 
Philadelphia, PA 19103-1443
Voice: 215.320.4980

E-mail:  [email protected]

Attention:  Executive Director

Our Commitment

This Privacy Policy has been developed as an extension of CFA Society Philadelphia's commitment to combine quality products and services with the highest level of integrity in dealing with the public, Members and candidates.


This Policy guides how CFA Society Philadelphia collects, stores and uses information which is collected by CFA Society Philadelphia or provided to CFA Society Philadelphia, whether through our websites or by other methods such as applications, enrollments, registrations, orders or other means. This Policy covers all of CFA Society Philadelphia's websites. This statement does not cover non-CFA Society Philadelphia websites that are linked to CFA Society Philadelphia websites.

Automatic Collection of Information

If you do nothing during your visit but browse through CFA Society Philadelphia's websites, read pages, or download information, we will gather and store certain information about your visit automatically. This information does not identify you personally. CFA Society Philadelphia uses this information to help make our site more useful to visitors and to learn about the number of visitors to our site.

Use of Information

If you choose to provide us with personal information through an order, registering for our programs or other means, CFA Society Philadelphia may use that information to provide or offer you products or services, for billing purposes, to send information to you, to respond to you and for other purposes related to the reason you provided the information to CFA Society Philadelphia. For example, if you are a candidate or member, CFA Society Philadelphia may use the information you provide us to maintain memberships, send information to you, respond to you and to render services to you.

If you choose to provide us with personal information, CFA Society Philadelphia may also release your personal information to various organizations. If you do not wish CFA Society Philadelphia to release your personal information, please refer to the Opt-out section of our policy.

These organizations may include, but are not limited to:

CFA Institute and other societies, which may send you information about products and services they offer other companies and organizations that have products or services that we believe may be of interest to you companies which process your credit card if you order our materials as required by applicable laws or regulations By becoming a Member of CFA Society Philadelphia you also allow CFA Society Philadelphia to release your personal information to individuals and entities which order CFA Society Philadelphia's Membership Directory.

Username And Password

If you register for a password, CFA Society Philadelphia will transmit that information to the companies which administer the CFA Society Philadelphia websites to allow you to access those sites.

Opting-out of The Release of Your Personal Information

If you do not wish CFA Society Philadelphia to release your personal information to third parties, please send a written request in which you identify yourself, and which clearly states your preference that CFA Society Philadelphia not release your information to one or more of the individuals or entities listed above. This request can be sent:

By mail to: CFA Institute Attention: Opt Out 915 East High Street, P.O. Box 3668 Charlottesville, Virginia 22902

By phone to: 800.247.8132 434.951.5499

By email to: [email protected]

CFA Society Philadelphia will not be able to fulfill some requests if CFA Society Philadelphia is not able to release your personal information to a third party. For example, in order to process an order, CFA Society Philadelphia must send your credit card information to a credit card processing company.

Review and Correction

If you would like to review and/or correct the personal information CFA Society Philadelphia collects from you please contact CFA Institute by one of the following methods:

By telephone: 434.951.5499 or 800.247.8132
Note: For your protection, you will have to provide two pieces of identifying information.

Via our Web Page: Address Change Form
This page requires a valid username and password for our Member Services area.

By mail to: CFA Institute
Attention: Changes, Information Central
915 East High Street, P.O. Box 3668
Charlottesville, Virginia 22902

By email to: [email protected]


As a convenience to our users, CFA Society Philadelphia's websites contain links to sites or services created and maintained by other organizations. Please note that CFA Society Philadelphia does not control, and is not responsible for, the accuracy, timeliness, security or even the continued availability or existence of this outside information. Opinions expressed on other sites are not necessarily those of CFA Society Philadelphia, nor does CFA Society Philadelphia endorse, warrant, or guarantee products or services described or offered on other sites. Neither is CFA Society Philadelphia responsible for the contents of any websites that choose to link to CFA Society Philadelphia's websites.

Other companies linked to CFA Society Philadelphia's websites may collect information about you when you view or click on these sites. CFA Society Philadelphia cannot control this collection of information. You should contact these companies directly if you have any questions about their use of the information they collect.

Notification of Changes

If we are going to use your personally identifiable information in a manner different from that stated at the time of collection we will notify you via email at the address you have provided. You will have a choice as to whether or not we use your information in this different manner. In addition, if we make any material changes in our privacy practices that do not affect user information already stored in our database, we will post a prominent notice on our web site notifying users of the change. In some cases where we post the notice we will also email users, who have opted to receive communications from us, notifying them of the changes in our privacy practices.