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Posted 10 months ago by KY Wong
Hi HMRC, On your list of Approved learned societies and professional organisations, Chartered Financial Analyst Society of the UK (CFA Society of the UK) is an approved organization. May I check if Chartered Financial Analyst Institute (CFA Institute) is also an approved organization? CFA Institute governs activities related to the CFA® Program exam worldwide, while CFA UK is a member society under CFA Institute. https://www.gov.uk/government/publications/professional-bodies-approved-for-tax-relief-list-3/approved-professional-organisations-and-learned-societies 

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Posted 10 months ago by KY Wong
Any updated on this question please? Hi HMRC, On your list of Approved learned societies and professional organisations, Chartered Financial Analyst Society of the UK (CFA Society of the UK) is an approved organization. May I check if Chartered Financial Analyst Institute (CFA Institute) is also an approved organization? CFA Institute governs activities related to the CFA® Program exam worldwide, while CFA UK is a member society under CFA Institute.
Posted 10 months ago by BellaBoo
Hi, I'm not a HMRC Admin but if they're an approved organisation then they'll be on the list.
Posted 9 months ago by HMRC Admin 25 Response
Hi KY Wong,
While the professional body you've queried is not on our approved list,  please write to us at:
Pay As You Earn and Self Assessment,
MRC,
BX9 1AS,
We may be able to review your query in more detail.
Thank you. 

 
Posted 9 months ago by KY Wong
Thanks, I have posted a letter to HMRC regarding this.

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