All lobbying filings

CFA INSTITUTE

Lobbying for CFA INSTITUTE · Membership association, credentialing organization

Filing Q1 report

Reporting period

1st Quarter 2026

Jan 1 - Mar 31 · Posted May 12, 2026

Money reported

None

Registrations and no-activity reports carry no figure.

Client based in

Virginia

Official filing document

Government bodies contacted 1

Securities & Exchange Commission (SEC)

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when. Each name opens every filing that named the same body.

Lobbying activity 1

Financial Institutions/Investments/Securities

SEC Corporation Finance - Discussions regarding SEC pending rulemaking on quarterly vs. seminannual reporting and Regulation S-K. SEC Division of Economic Research and Analysis - Discussion regarding AI and data tagging.

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.