Discover how the CFA Institute partnered with Espresa to eliminate administrative burden, reallocate underutilized benefits funds, and deliver a globally accessible wellness program for nearly 1,000 employees worldwide.
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A globally accessible benefits program now reaches nearly 1,000 CFA Institute employees across multiple languages and currencies.
In 2024 alone, well over half of eligible participants submitted an LSA claim — a strong signal of growing adoption since the program launched in early 2023.
A Wellness Reimbursement wallet and a Challenge Winner Wallet give employees flexible choice while keeping administrative lift low for people teams.
By reallocating underutilized stipend funds, the CFA Institute expanded their benefits program without adding a dollar to their existing budget.
Founded in 1947, the CFA Institute is an international organization for investment professionals — providing education, a comprehensive code of ethics, and certification programs that maintain a high standard in the global investment industry. As a global nonprofit employing nearly 1,000 workers worldwide, their people teams are committed to delivering benefits that support employees’ personal and professional lives.
“Our team finally has more room to breathe and our budgets haven’t shifted at all. If anything, we’ve saved money since we used to just provide wellness stipends. Now, employees can choose their benefits and our people teams can rest a bit easier.”
Discover how HR leaders are using Espresa to deliver flexible, data-backed benefits programs that strengthen engagement, retention, and employee experience.
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