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BUILDING SOCIETY EXCELLENCE
03 Aug 2020
CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "How is the World Bank Managing Assets Amid the Crisis?" This event features Tapiwa Sikipa, Senior Portfolio Manager, World Bank Treasury. Monday 10 August 2020, 6-7pm EDT
30 Jul 2020
CFA Society Minnesota is hosting "Intellisight", an open-access (non-broker-based) investor conference on August 12. Click to learn more.
28 Jul 2020
CFA Society New York is hosting the latest virtual event in its Asset Owner Series: Private and Co-Investment Risks and Opportunities. Monday, 3 August 2020, 6-6:45 pm EDT
Ronak Gopaldas discusses how COVID-19, rising nationalism, a rapidly changing geopolitical landscape, and the delayed African continental free trade agreement will shape investment prospects towards Africa.
01 Jul 2020
CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "What’s on the Mind of one of the Systems within the Largest Municipal Pension Fund in the US?" Monday, 27 July, 12-1 pm EDT
22 May 2020
As the pandemic continues, CFA Society Greece is delivering relevant virtual content related to the effects of COVID-19. (Password: Password: 6F&F13Ys)
24 Jun 2020
At a recent webcast, Roy Swan, who leads the Ford Foundation’s Mission Investments team, discussed investment strategy, rationale, impact, and measurements of success. Click to watch the recording.
07 Jul 2020
CFA Society New York is hosting the latest virtual event in its Asset Owner Series: Spotlight on Mexico’s Public and Private Markets, featuring Manual Veron, Chief Investment Officer, Principal Financial Group.
CFA Society Nigeria is hosting a Financial Modeling virtual event, which will discuss the critical tools and skills required to build a best-in-class financial model. The event is open to everyone.
CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "What Can Stressed Public Funds Learn from this Asset Owner?" Monday, 6 July, 10-11 am EDT.
CFA Society Chicago is hosting a webinar that will discuss the potential implications for each of us as we move beyond quarantine. July 14, 2020 at 1:30 PM – 2:30 PM CDT
23 Jun 2020
Join CFA Society New York for the latest virtual event in its Asset Owner Series: "A View of the African Continent," featuring Uche Orji, Chief Executive Officer, Nigerian Sovereign Investment Authority. Monday, 29 June, 12-1 pm EDT.
CFA Society New York is hosting a four-day Global Policymaker Series, featuring speakers such as Hester Peirce, Commissioner, the U.S. Securities and Exchange Commission. These webinars begin on 30 June and end on 3 July.
16 Jun 2020
CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "One Sovereign Wealth Fund Investor’s View." All society members are welcome to join this free, virtual event on Monday, 22 June, 6-7 pm EDT.
15 Jun 2020
On 5 June, the five societies in Sub-Sahara Africa worked together to deliver the first in a series of Africa focused webinars that discussed African macroeconomics, the slowing of growth, debt sustainability, debt relief and rescheduling.
09 Jun 2020
CFA Society Italy, in collaboration with FundsPeople, has launched a survey on the "Impact of COVID-19 on Asset Management" to investigate how the industry has changed and will continue to change.
CFA Society Greece would like to invite members of the CFA Society(R) community to join its webinar on "The Pandemic Revolution: Navigating Macro and Markets in the Post Covid World".
13 May 2020
In light of COVID-19, CFA Society New York has created the AOS Virtual Keynotes series in 2020
n a free webinar, Catherine D. Wood, founder, CEO and CIO of ARK Invest, will discuss the impact of rapidly changing market dynamics, breakthrough innovations and the opportunities they can create. 8 June 2020 at 2:30 pm - 3:30 pm CDT.
CFA Society New York is hosting a virtual event in its Asset Owner Series: “What Clients Want and What They Will Want: A Consulting and OCIO Leader’s Perspective”. Monday, 1 June from 6:00 – 7:00 p.m. EDT.
11 May 2020
As part of its Distinguished Speaker Series, CFA Society Chicago is hosting a webinar on the economic outlook in the coming months. The webinar will take place on 2 June 2020 at 11:30am - 12:30pm EDT.
CFA Society New York is hosting the latest virtual event in its Asset Owner Series: “Reflections on a Career Serving the Public Pension System” featuring Chris Ailman, Chief Investment Officer, CalSTRS. Tuesday, 26 May from 6-7PM EDT.
CFA Society Greece has used the virtual event format to provide much needed outreach efforts surrounding GIPS. The lockdown has given the society the opportunity to host a free, virtual event. Click to watch the video (Password: 9s$1!#@2).
On Tuesday 26 May at 6:30 - 7:30PM CEST, CFA Society Italy will be hosting a virtual event to discuss data analysis in the ESG rating.
CFA Society Chicago is hosting a virtual event looking at the US equity market outlook with Gina Martin Adams, CFA, chief equity strategist with Bloomberg Intelligence. The event will take place on 20 May at 3:30 - 4:30 PM EDT.
20 May 2020
CFA Society Tampa Bay has used this "ON24 Webinar Benchmarks Report" to inform its virtual events. The research outlines how to host a successful virtual event, including the day of the week to host it, when to promote it and how to brand it.
15 May 2020
CFA Society Boston recently hosted a webinar that illustrated the practical limitations of the Fundamental Law of Active Management. Click to watch the webinar.
14 May 2020
CFA Society Detroit is sponsoring a webinar on Tuesday, 9 June 2020, 12:00 – 1:00 PM ET that it would like to share with other societies.
CFA Society New York is hosting the latest event in its new Asset Owner Series Virtual Keynotes: “A View of LATAM’s Public and Private Market”. All society members are welcome to join the event on Monday, 18 May 2020.
At a recent FIN-TALK event, CFA Society Beijing provided an estimated 230,000 participants with a better understanding of the economic impact of COVID-19. Click here to watch the recording.
Explore a variety of live webinars and virtual events hosted by CFA Society Singapore. These are open to all members of the CFA Society® community and cover topics such as professional development, career development and networking.
04 Aug 2020 » Society Management
The voting for the 2020 Presidents Council election concluded on 18 July 2020 and we are pleased to announce the results.
28 Jul 2020 » Society Management
We are delighted to announce the winners of the 2020 Society Awards Programme.
17 Jul 2020
CFA Institute recently decoded its latest member survey. Watch the recording of your region-specific presentation here.
07 Jul 2020 » Outreach
07 Jul 2020 » Society Management
09 Jun 2020 » Society Management
15 Jun 2020 » Outreach
We are excited to announce that registration for the first offering of the CFA Program Level I computer-based-test (CBT) for February 2021 opens on 17 June!
04 Jun 2020 » Society Management
02 Jun 2020 » Society Management
The 2020-2021 CFA Institute Research Challenge launches in June. Due to the COVID-19 pandemic, changes have been made to this season’s competition.
22 May 2020 » Member Value
Keith Waitt, Senior Head of Professional Learning, shares the latest developments in Professional Learning as he finishes his first year in his role.
14 May 2020 » Society Management
20 May 2020 » Member Value
Improvements we added to our Career Tools platform help you deliver more value to your members.
21 May 2020 » Society Management
The 2020 Society Awards Programme recognizes local societies and volunteers for their achievements and leadership in several different categories and we are thrilled to announce the 2020 finalists.
24 Mar 2020 » Society Management
18 Feb 2020 » Outreach
04 May 2020 » Advocacy
Several volunteers from local societies have collaborated with CFA Institute to create new Financial Literacy & Investor Education resources for retail investors and the public.
30 Apr 2020 » Society Management
14 Apr 2020 » Member Value
CFA Institute is convening a special online global panel with leading experts to discuss COVID-19 implications
24 Mar 2020 » Member Value
How we are marking this milestone throughout 2020
22 Jun 2020 » Society Management
Professional Learning features prominently in the new CFA Institute strategy.
19 May 2020 » Society Management
14 Apr 2020 » Outreach
30 Mar 2020 » Society Management
As part of our commitment to prioritizing the interests of our candidates, CFA Institute has decided to minimize the impact of the postponement of the June 2020 exams by freezing the 2020 CFA® Program curriculum for two exam cycles.
02 Mar 2020 » Society Management
As part of the February 2020 system release, we are pleased to announce a series of enhancements to society technology.
27 Feb 2020 » Society Management
Recognizing the outstanding achievement, support, and dedication of societies and volunteers.
24 Feb 2020 » Member Value
16 Jan 2020 » Member Value
The University Relations Handbook has been distributed to University contacts in December but has equal value for society leaders who engage with universities in their region.
31 Jul 2020 » Society Management
CFA Society Florida provides guidance on how best to hire staff during a high unemployment phase.
13 Jul 2020 » Member Value
CFA Society Spain, CFA Society Portugal and CFA Society Brazil recently co-hosted a topical discussion about Brazil´s economy.
01 Jul 2020 » Building Brand
CFA Society New York has enhanced its mentorship program for Level II candidates seeing encouraging gains in society membership.
19 Jun 2020 » Member Value
The local society has launched a digital version of its quarterly publication, The Analyst.
11 Jun 2020 » Building Brand
CFA Society Slovakia recently launches index to measure the expectations of Slovak investment professions on economic development.
02 Jun 2020 » Member Value
13 May 2020 » Building Brand
CFA Montréal recently conducted an “Economic Outlook and Members' Needs Pulse Check Survey” on the coronavirus pandemic to support members and raise awareness of the CFA designation locally.
13 May 2020 » Society Management
The CFA Society Chicago Board of Directors has appointed Christopher T. Vincent, CFA, as the new chief executive officer of CFA Society Chicago effective May 4, 2020.
07 May 2020 » Outreach
CFA Society Orlando, CFA Society Philippines and CFA Society Virginia give back to their local communities during the COVID-19 global health crisis.
04 May 2020 » Building Brand
04 May 2020 » Outreach
The first virtual Global Research Challenge was as exciting as ever, with the University of Sydney being awarded the winning title!
Collaborating with the Cayman Islands Institute of Professional Accountants, the local society hosted an ethics challenge for corporate teams.
28 Apr 2020 » Advocacy
CFA Society Minnesota is focused on delivering member value throughout the current Covid-19 pandemic.
By using a WeChat mini-program, the local society is successfully managing its membership and event programs.
In celebration of International Women’s Day on 8 March 2020
16 Mar 2020 » Building Brand
CFA Institute collaborates with ACCA Hong Kong and Barclays to enhance the business acumen and social consciousness of students
Building Brand
Gary Baker – The importance of Africa
Advocacy
Africa-focused report video
Society Management
Partnership in Action video
Highlights – 2019 APAC SLC
Transforming the way we engage with societies
Outreach
CFA Institute Research Challenge
Member Value
Investment Professional of the Future
Operating Framework
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