Thank you for visiting CFA Society of Washington, D.C. '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 of Washington. D.C.
100 N. 20th Street 4th Floor 
Philadelphia, PA 19103-1443 
T: (888) 718-3893 
F: (202) 315-3332 
E-mail Us Event Registration 

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

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

AUTOMATIC COLLECTION OF INFORMATION
If you do nothing during your visit but browse through CFA Society of Washington. D.C.'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 of 
Washington. D.C. 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 of Washington. D.C. may use th at 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 of Washington, D.C.. For example, if you are a candidate or member, CFA Society 
of Washington, D.C. 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 of Washington, D.C. may 
also release your personal information to various organizations. If you do not wish CFA Society 
of Washington, D.C. 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 of 
Washington, D.C. you also allow CFA Society of Washington, D.C. to release your personal 
information to individuals and entities which order CFA Society of Washington, D.C.'s 
Membership Directory. 

USERNAME AND PASSWORD 
If you register for a password, CFA Society of Washington, D.C. will transmit that information to 
the companies which administer the CFA Society of Washington, D.C. websites to allow you to 
access those sites. 

OPTING-OUT OF THE RELEASE OF YOUR PERSONAL INFORMATION
If you do not wish CFA Society of Washington, D.C. 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 of Washington, D.C. 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 560 Ray C. Hunt Drive, P.O. Box 3668 
Charlottesville, Virginia 22903 

By phone to: (800) 247-8132,  (434) 951-5499 

By email to: optout@cfainstitute.org

CFA Society of Washington, D.C. will not be able to fulfill some requests if CFA Society of 
Washington, D.C. is not able to release your personal information to a third party. For example, 
in order to process an order, CFA Society of Washington, D.C. 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 of Washington, 
D.C. 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 
560 Ray C. Hunt Drive, P.O. Box 3668 
Charlottesville, Virginia 22903 

By email to: changes@cfainstitute.org

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

Other companies linked to CFA Society of Washington, D.C.'s websites may collect information 
about you when you view or click on these sites. CFA Society of Washington, D.C. 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.