Privacy Statement

Privacy Statement 

Thank you for visiting CFA Society Colorado'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 Colorado
Ashley Montoya, Administrator
12110 N. Pecos St., Suite 220
Westminster, CO 80234
303-458-0002 Fax
[email protected]

Our Commitment

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

Automatic Collection of Information 

If you do nothing during your visit but browse through CFA Society Colorado'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 Colorado 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 Colorado 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 Colorado. For example, if you are a candidate or member, CFA Society Colorado 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 Colorado may also release your personal information to various organizations. If you do not wish CFA Society Colorado 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 Colorado you also allow CFA Society Colorado to release your personal information to individuals and entities which order CFA Society Colorado's Membership Directory. 

Username And Password 

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

Opting-out of The Release of Your Personal Information

If you do not wish CFA Society Colorado 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 Colorado 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 Colorado will not be able to fulfill some requests if CFA Society Colorado is not able to release your personal information to a third party. For example, in order to process an order, CFA Society Colorado 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 Colorado 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 Colorado's websites contain links to sites or services created and maintained by other organizations. Please note that CFA Society Colorado 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 Colorado, nor does CFA Society Colorado endorse, warrant, or guarantee products or services described or offered on other sites. Neither is CFA Society Colorado responsible for the contents of any websites that choose to link to CFA Society Colorado's websites. 

Other companies linked to CFA Society Colorado's websites may collect information about you when you view or click on these sites. CFA Society Colorado 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.