Skip to content

Privacy Policy

Thank you for visiting CFA Society Washington, DC’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 Washington, DC
1401 New York Ave. NW, Suite 330
Washington, DC 20005
T: +1 (202) 872-4310
F: (202) 315-3332

Our Commitment

This Privacy Policy has been developed as an extension of CFA Society Washington, DC’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 Washington, DC collects, stores and uses information which is collected by CFA Society Washington, DC or provided to CFA Society Washington, DC, whether through our websites or by other methods such as applications, enrollments, registrations, orders or other means. This Policy covers all of CFA Society Washington, DC’s websites. This statement does not cover non-CFA Society Washington, DC websites that are linked to CFA Society Washington, DC websites.

Cookie Policy

CFA Society Washington, DC’s websites use cookies to collect information automatically in order to personalize your use of our websites. What is a cookie? Cookies are small text files of information, downloaded onto your computer or mobile device when you access a website. The information is stored in the form of a small data file written to your hard drive. It allows the website to recognize your device and store some information about your preferences or past actions. This file is neither a virus nor spyware.

Access to secure areas of our websites and key functionality are dependent upon the use of cookies. We utilize session, persistent and third-party “cookies” that store a small piece of data on a users’ computers and collect certain information about the users’ visit to our site. We also use cookies to understand users’ browsing and buying activities. The CFA Society Washington, DC website also uses web beacons along with cookies to determine if a user has visited a particular website. These beacons aid in providing more relevant advertising to the user, as well as measuring the success of an advertising campaign, but provide no personally identifiable information.

The cookies and web beacons we use collect non-personally identifiable information about users of the site, including: browser used to access the site, date and time, the URL of the page being loaded, users who have visited a particular website(s), any previously assigned cookie identification (a unique identifier assigned to a user to identify repeat visitors), browser window size, the geographic location of the user, device and operating system used to access the site. The information we collect from these cookies and web beacons is used to determine information about a user’s visit to our website, including the number of visits, average time spent, pages viewed, navigation history through the website, and other statistics. This information is used to enhance the users experience while visiting CFA Society Washington, DC’s website and to improve the performance by, among other things, allowing us to monitor site performance, making the site easier to use, measuring the effectiveness of promotional placements, and tailoring the site (including ads and offers a user receives) to better match a user’s interests and preferences.

If you consent to our collection of cookies and you subsequently wish to withdraw your consent, you will need to manage the settings on your web browser to delete all cookies and disallow further acceptance of cookies. Please note that disabling cookies on your browser will disable many of the functions and features of the site and the site may not work properly. If you do not wish to accept cookies or web beacons in connection with your use of this site, please discontinue use of the site.

By continuing using the CFA Society Washington, DC website you consent to the collection and use of this information. CFA Society Washington, DC reserves the right to alter this Cookie Policy from time to time and any changes will take effect from the date they go live on the website.

Use of Information

If you do nothing during your visit but browse through CFA Society Washington, DC’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 Washington, DC uses this information to help make our site more useful to visitors and to learn about the number of visitors to our site. We also occasionally use this information to surface relevant ads promoting CFA Society Washington, DC products and services across the internet.

If you choose to provide us with personal information through an order, registering for our programs or other means, CFA Society Washington, DC 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 Washington, DC. For example, if you are a candidate or member, CFA Society Washington, DC 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 Washington, DC may also release your personal information to various organizations. If you do not wish CFA Society Washington, DC to release your personal information, please refer to the Opt-out section of our policy.

CFA Society Washington, DC may send you information about products and services we offer, other companies and organizations that have products or services that we believe may be of interest to you, or 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 Washington, DC you also allow CFA Society Washington, DC to release your personal information to individuals and entities that review CFA Society Washington, DC’s Membership Directory.

Opting-out of The Release of Your Personal Information

If you do not wish CFA Society Washington, DC 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 Washington, DC not release your information to one or more of the individuals or entities listed above. This request can be sent to:

CFA Society Washington, DC
1401 New York Ave. NW, Suite 330
Washington, DC 20005
T: +1 (202) 872-4310
F: (202) 315-3332

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


As a convenience to our users, CFA Society Washington, DC’s websites contain links to sites or services created and maintained by other organizations. Please note that CFA Society Washington, DC 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 Washington, DC, nor does CFA Society Washington, DC endorse, warrant, or guarantee products or services described or offered on other sites. Neither is CFA Society Washington, DC responsible for the contents of any websites that choose to link to CFA Society Washington, DC’s websites.

Other companies linked to CFA Society Washington, DC’s websites may collect information about you when you view or click on these sites. CFA Society Washington, DC 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 would like to use your personally identifiable information in a manner different from that which was stated at the time of collection, we will contact you via email at the address you have provided to get your permission. 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.

© 2024 CFA Society of Washington, DC

Scroll to Top