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Month published

Strategic focus

Content type

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Executive Updates

12 Jan 2021 » Society Management

A Strong Start to 2021

17 Nov 2020 » Society Management

Virtual 2020 Society Leadership Conference

This December, CFA Institute invites you to join us for a virtual Society Leadership Conference.

LATEST COVID-19 SOCIETY RESOURCES

19 Nov 2020

LIBOR Cessation

A panel will discuss updated timelines, potential market impacts and what investment professionals should be doing to prepare for the end of LIBOR. 2 February 2021 4:00-5:00 PM CST

12 Jan 2021

Pension Manager Discusses Pressures on the EU

CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "One Pension Manager’s View of the Pressures on the EU." This event features Elena Manola-Bonthond, Ph.D., MBA, CIO, Pension Fund of CERN. Tue 19 January, 11 am-12 pm EST

08 Jan 2021

Meet the Professionals: Career Paths, Opportunities and Outlook

CFA Society Nashville is hosting a virtual event to discuss what career paths exist for CFA charterholders. Thursday 21 January , 5pm - 6pm Central Time

24 Nov 2020

How Endowments Will Be Impacted by U.S. Higher-Ed Pressures

Ken Redd, Director, Research and Policy Analysis, NACUBO and Kristin Agatone, Chief Investment Officer, Lehigh University Investment Office will discuss the issues facing higher education entities and endowments. Monday 11 January 11, 6-7 pm EST

19 Nov 2020

Value: If Not Now, When?

In this fireside chat, Ben Inker, head of GMO’s Asset Allocation team, will discuss why he believes the outlook for Value is exceedingly bright from here. 26 January 2021, 12:00 PM - 1:00 PM CST

19 Nov 2020

SPAC Investing: A Deeper Look at Blank Check Companies

Special Purpose Acquisition Companies (SPACs) have become an increasingly popular route for companies to achieve public listings. This panel will lift the curtain and provide an overview of SPACs. 15 December 2020, 4:00pm - 5:00pm CST

01 Dec 2020

43rd Annual Virtual Forecast Dinner

Join CFA Society Vancouver for an engaging fireside chat with economist and best-selling author, David McWilliams, where he will share a fresh perspective on world economies and geo-political issues. 14 January 2021, 5:30pm - 8pm PST

26 Nov 2020

Not Your Usual Forecast Dinner

CFA Society Calgary, CFA Society Edmonton, and CFA Society Winnipeg are excited to invite you to their joint collaboration, "A Conversation with Michael Lewis - Not Your Usual Forecast Dinner". Thursday, 21 January 2021, 5:00 PM - 7:15 PM MT

24 Nov 2020

A View of Long-Termism from New Zealand’s Sovereign Wealth Fund

CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "A View of Long-Termism from New Zealand’s Sovereign Wealth Fund." Monday 30 November, 6-7pm EST

19 Nov 2020

How the Pandemic is Accelerating Trends in News Generation, Consumption and Analytics

Ted Merz, CFA, Bloomberg's Global Head of News Product,, will join CFA Society Chicago to talk about the biggest year for news in almost two decades and how the global pandemic is changing how many financial professionals monitor breaking news.

17 Nov 2020

North American Alternative Investment Risks

CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "North American Alternative Investment Risks." Monday, 23 November, 3-4 pm EST

17 Nov 2020

The Future of Oil and Gas

CFA Society Chicago is hosting a webinar that will discuss the road ahead for the energy commodities, the firms involved, and how that translates into future opportunities. 24 November 2020 4-5pm CST

10 Nov 2020

Behavioral Insights from a Nobel Laureate

CFA Society Nashville is hosting a virtual event with Dr. Richard Thaler, 2017 Nobel Prize® winner for Economic Sciences and his colleague at Fuller & Thaler Asset Management, Inc., Dr. Raife Giovinazzo, CFA. Tuesday, 17 November, 12-1pm CST

09 Nov 2020

Capital Market Series - Private Debt

In the third part of the CFA Society Chicago Capital Market Series, a group of distinguished panelists will discuss this emerging asset class. Wednesday, 18 November 2020 4-5 pm CST.

03 Nov 2020

Southeast Asia’s Risks and Returns

CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "Southeast Asia’s Risks and Returns, During and Beyond COVID." Monday, 9 November, 6-7 pm ET

02 Nov 2020

CFA Society Liechtenstein Interview: Political Event Portfolios

Do your members want to find out more on what stocks/funds to choose when placing their bet on Joe Biden or Donald Trump? Watch Ömer F. Güven, CFA, interview Sebastian Stöckl, University of Liechtenstein, on political event portfolios.

28 Oct 2020

A Leading Expert's View on the Economy, Politics and COVID-19

CFA Society Chicago is hosting a virtual event featuring Austan Goolsbee, the Robert P. Gwinn professor of Economics. Join the event to hear Austan's views on the economy, politics, COVID-19 and more. 12 November 2020, 4pm - 5:30 pm CST

26 Oct 2020

A View From Australia

CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "A View From Australia." This event features Stephen Dunne, Director, Construction and Building Industry Superannuation Fund. 2 November 2020, 12-1 pm EDT

26 Oct 2020

The Past, Present and Future of the Banking World

Ed Wehmer, CEO & founder of Wintrust, will discuss the challenges related to COVID-19, including slowing loan growth (comparing residential vs commercial), defaults and subsequent increase of loan loss provisions. 4 November 2020, 9:00 am - 10:00 am CST

20 Oct 2020

Leadership & Creative Thinking in the New Environment

CFA Society Iowa will be hosting its Annual Event virtually! The event will feature globally recognized industry leader, Daymond John, Star of ABC's Shark Tank and CEO of The Shark Group. Wednesday, 4 November 2020, 3:00 PM to 4:30 PM CST

20 Oct 2020

Implementing ESG Investments

CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "How One Endowment and One Family Office are Implementing ESG Investments." Monday, 26 October, 12-1 pm ET

19 Oct 2020

Value Investing in Uncertain Times

CFA Society Baltimore will host Marc Lichtenfeld, Chief Income Strategist at The Oxford Club and one of the world's leading income experts, for a post-election webinar. Wednesday, 18 November 18, 12:​00 PM - 1:​00 PM (ET)

15 Oct 2020

7th Annual Global Portfolio Managers Panel

CFA Society San Francisco, in partnership with our Lord Abbett, is hosting a dynamic panel of experts to discuss trends in investment management, asset allocation, current drivers within the markets and more. October 29, 2020, 12:30 pm - 1:30 pm (PT)

15 Oct 2020

How a State Pension Plan Views the Long Run

CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "See How a State Pension Plan Sees the Long Run." Monday, 19 October, 11:30 AM - 12:30 PM ET.

09 Oct 2020

Investment Considerations for Blockchain and Digital Assets

Join CFA Society Nashville and CFA Society East Tennessee on Tuesday, 27 October at 12:00 pm CST / 1:00 pm EST as they welcome Bobby Henebry, CFA and founder of HBCC, LLC. Register by Monday, 26 October

07 Oct 2020

Racial Equity in Asset Management

CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "Racial Equity in Asset Management: Asset Owners’ Perspectives." Thursday 15 October, 3:30-6:00 PM EDT

07 Oct 2020

Interview with One of Asia’s Largest Insurance Group CIOs

CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "How Does One of Asia’s Largest Insurance Group CIOs See the World?" Tuesday 13 October, 7:30-8:30 PM EDT

29 Sep 2020

Changes to the Asset Allocation of the Biggest Dutch Life Insurance Company

CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "How Could the Asset Allocation of the Biggest Dutch Life Insurance Company Change?"

30 Sep 2020

What the 'Technolgized Investor' of the Future Looks Like

CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "What the 'Technolgized Investor' of the Future Looks Like." Tuesday, 6 October, 6-7 pm EST

24 Sep 2020

“Diversity and Inclusion” is More Than a Buzz Term

CFA Society Nashville is hosting Janessa Cox-Irvin, Global Head of Diversity & Inclusion at AllianceBernstein, to discuss the effects our biases have on us and others. 1 October at 12:00 pm CDT

22 Sep 2020

Dealing with COVID-19 Pressures: Hear from A State Pension Plan

CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "Hear How One State Pension Plan is Dealing with Covid Pressures." Monday 28 September, 12-1pm EDT.

18 Sep 2020

Leading through Challenging Times, It’s Disrupt or Be Disrupted

CFA Society Chicago is hosting an event where Stephanie Cohen, Goldman Sachs’ Chief Strategy Officer, will discuss leading through challenging times. 29 September 2020 4:00 pm - 5:00 pm CDT

18 Sep 2020

Distinguished Speaker Series: The Impact of COVID-19 on the Economy and Markets

Join CFA Society Chicago to hear Liz Ann Sonders, Charles Schwab’s Chief Investment Strategist, provide perspective on the impact of COVID-19 to the economy and markets. 22 September 2020, 12:00 pm - 1:00 pm CDT

15 Sep 2020

Asset Owner Series: A Sovereign Fund from Denmark To Discuss ESG and More

CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "What the Sovereign Fund from the Least Corrupt Country Thinks About ESG and More." Monday 21 September, 12-1 pm EDT

10 Sep 2020

Pan-African Webinar: Fintech, Chaos or Opportunity?

On 1 September 2020, a webinar was jointly hosted by CFA Societies in sub-Saharan Africa. Discussion focused on how Fintech and the access to unvetted online content has affected investment decisions. Watch the recording.

09 Sep 2020

Asset Owner Series: Investing With Purpose

CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "One Wealthy Family’s Journey to Investing With Purpose." 14 September 2020, 12-1 pm EST.

02 Sep 2020

Asset Owner Series: LATAM Central Bank Reserve Fund Manager Discusses the Crisis

CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "What One LATAM Central Bank Reserve Fund Manager Thinks about the Crisis." Tuesday 8 September, 11am - 12pm EDT

Latest News

19 Jan 2021 » Outreach

Additional Testing Windows Provide Opportunities for University Students

In addition to providing flexibility to existing candidates, the transition to computer-based testing and the opening of additional exam windows will also provide university students in their junior year the opportunity to register for the CFA Program.

06 Jan 2021 » Advocacy

CFA Institute Wins Industry Association of the Year Award

We are delighted to be named “Industry Association of the Year” by Regulation Asia in their 2020 Awards for Excellence!

05 Jan 2021 » Society Management

2021 Society Awards Programme

In spite of the enormous challenges of the past year, our global CFA Society community delivered ongoing, innovative programming and inspiring initiatives to their members and communities.

08 Dec 2020 » Outreach

FY21 Charterholder Welcome Experience Materials Now Available

03 Nov 2020 » Outreach

Charter Pending Campaign Launch

CFA Institute is launching a new email campaign targeting individuals who have passed the Level III exam of the CFA Program within the last five years but not activated their membership with CFA Institute (“Charter Pending” status).*

24 Sep 2020 » Outreach

Career Planning for Students on Career Center

The CFA Institute Career Center has launched a new section devoted entirely to students

16 Sep 2020 » Outreach

First 500 CFA Institute Members to Receive Free Admission to Global Symposium

On 1 October 2020, CFA Institute will sponsor the Responsible Asset Owners (RAO) Global Symposium 2020.

14 Aug 2020 » Member Value

2021 Refresher Readings

Our aim is to equip investment management professionals with the highest level of knowledge and skills they need to achieve their career goals.

08 Sep 2020 » Society Management

Recognising the 2020 Impact and Innovation Award Winners

01 Sep 2020 » Society Management

CFA Montréal Wins 2020 Outstanding Research Award

01 Sep 2020 » Society Management

Thank You to Our Outgoing PCRs

As our fiscal year comes to an end, we want to take a moment to thank our outgoing Presidents Council Representatives (PCRs).

25 Aug 2020 » Member Value

2020 Volunteer of the Year Award Winners

18 Aug 2020 » Society Management

Most Outstanding Societies in 2020

19 Aug 2020 » Building Brand

Developing an ESG Disclosure Standards for Investment Products

CFA Institute has committed to developing a voluntary, global industry standard to establish disclosure requirements for investment products with ESG-related features.

04 Aug 2020 » Society Management

Taking Time to Learn from One Another

04 Aug 2020 » Society Management

2020 Presidents Council Election Results Announced

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

Congratulations to the 2020 Society Awards Programme Winners

We are delighted to announce the winners of the 2020 Society Awards Programme.

17 Jul 2020

Is the Coronavirus Rocking the Foundation of Capital Markets?

CFA Institute recently decoded its latest member survey. Watch the recording of your region-specific presentation here.

07 Jul 2020 » Outreach

Ethics & Trust in Finance Prize for a Sustainable Future

Operational Updates

10 Nov 2020 » Society Management

New Customized Report To Help Your Business Planning

Business planning enables the CFA Society® community to effectively govern its finances.

10 Nov 2020 » Society Management

Global Society Operations: Introducing Stephanie Field

Here we speak to Stephanie Field, Senior Director, Global Society Operations, CFA Institute, to learn more about her role and the direction of Society Operations and technology.

21 Sep 2020 » Society Management

PCR and Governor Interactions

Over the past several years, both the Board of Governors and the executive committee of the Presidents Council have spent significant time and effort reviewing and evolving their respective internal governance.

18 Sep 2020 » Advocacy

Global Ethics Day: Ethics in Action

Explore and Celebrate the Essential Role of Ethics in the Investment Industry on Global Ethics Day with CFA Institute, Carnegie Council, and Organizations around the World.

09 Sep 2020 » Society Management

Access Scholarships

18 Aug 2020

New Discount Offered to Research Challenge Participants

We are excited to announce that, for the first time, 2020–2021 Research Challenge students will receive a special $200 discount for the Level I CFA® Program exam.

18 Aug 2020

Society Portal to Retire

Society Portal, the database societies have used to access their member and candidate information, is officially being decommissioned as we fully move to Salesforce to provide this data.

04 Aug 2020 » Society Management

The New Membership Application is Live!

22 Jun 2020 » Society Management

Professional Learning Guidance for the CFA Society® Community

Professional Learning features prominently in the new CFA Institute strategy.

14 Apr 2020 » Outreach

Opening of Presidents Council Elections

30 Mar 2020 » Society Management

2020 CFA Program Curriculum Freeze

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.

20 May 2020 » Member Value

Our New Career Tools Platform Is Here

Improvements we added to our Career Tools platform help you deliver more value to your members.

02 Mar 2020 » Society Management

February Technology Enhancements

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

2020 Society Awards Programme

Recognizing the outstanding achievement, support, and dedication of societies and volunteers.

24 Feb 2020 » Member Value

2020–2021 Global Membership Renewal Campaign

16 Jan 2020 » Member Value

University Affiliation brings access to a wide range of CFA Institute opportunities

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.

Society Success Stories

22 Jan 2021 » Building Brand

CFA Society Malaysia Hosts Innovative Digital Career Carnival

From 5-12 September 2020, CFA Society Malaysia hosted an innovative “Digital Career Carnival” that promoted the value of the CFA® Program and encouraged young professionals to unleash their potential in the investment industry.

19 Jan 2021 » Member Value

Providing Practical Approaches in Periods of Uncertainty

CFA Society Jamaica recently held a webinar on “Managing Risk During Periods of Uncertainty” to provide members and key stakeholders with practical approaches to managing risk in times of disruption, particularly with respect to the COVID-19 pandemic.

08 Jan 2021 » Advocacy

Collaborating to Support the Advancement of Women in Investment Management

The CFA Society® community around the globe has joined efforts to promote inclusion and diversity in the investment management profession.

01 Dec 2020 » Advocacy

Establishing High Ethical Standards in Uruguay

Unión Capital AFAP S.A. has completed a year-long project by a global public accounting firm that tested the establishment of its policies and procedures for complying with the CFA Institute Asset Manager Code™ (the Code).

30 Nov 2020 » Advocacy

CFA Society Nigeria Promotes Ethics and Gender Diversity

CFA Society Nigeria has been actively promoting ethics and gender diversity among its local community. Here we share details about two initiatives that have helped to support industry practitioners, while raising the profile of the local society.

27 Nov 2020 » Advocacy

CFA Society Pakistan Develops Ethical Investment Industry Professionals

CFA Society Pakistan has conducted a series of ethical decision-making training sessions to develop and promote ethically grounded professionals in the investment and financial sector.

18 Nov 2020 » Advocacy

CFA Society® Community Collaborates to Host Impactful APAC Ethics Challenge

CFA Society Malaysia, CFA Society Pakistan and CFA Society Singapore recently collaborated to host the first ever APAC Ethics Challenge.

12 Nov 2020 » Outreach

Recognizing the Urgent Need to Provide Basic Financial Skills

CFA Society Bermuda recognized the importance of providing individuals with basic financial skills and designed a Financial Literacy course to educate and empower members of the public on how to create healthy spending and saving habits.

10 Nov 2020 » Society Management

Sameer Jagetia, CFA, Appointed as CEO of CFA Society New York

The Board of Directors of CFA Society New York appointed Sameer Jagetia, CFA, as Chief Executive Officer of CFA Society New York.

29 Oct 2020 » Advocacy

CFA Society New Zealand Launches Ambassador Network

CFA Society New Zealand has launched an ambassador network, which aims to support local members, CFA charterholders and candidates.

21 Oct 2020 » Advocacy

CFA Society Philippines Secures Adoption of Code of Ethics and Standards Locally

24 Sep 2020 » Building Brand

CFA Society® Community in APAC Supports Career Development

The CFA Society® community in Asia Pacific is focused on ensuring the CFA® charter is recognised as the “gold standard” designation.

24 Sep 2020 » Outreach

Guiding Charter Pendings Through the CFA Charter Journey

CFA Society Malaysia recently hosted a webinar to guide charter pendings and CFA Program Level III candidates through their journey to earning the CFA charter

22 Sep 2020 » Advocacy

CFA Society Pakistan Leads the Way with Monetary Policy Expectations Survey

CFA Society Pakistan Leads the Way with Monetary Policy Expectations Survey

22 Sep 2020 » Member Value

CFA Society Atlanta Taps into the Wisdom of Seasoned Professionals

CFA Society Atlanta has recently developed a mentorship program aimed at providing a mechanism for members early in their careers to tap into the wisdom and perspective of more seasoned professionals.

14 Aug 2020 » Society Management

CFA Society Pakistan: Being Socially Responsible

CFA Society Pakistan - Small steps walking towards ESG

31 Jul 2020 » Society Management

Hiring Society Staff? Utilize Testing as a Complement to Job Interviews

CFA Society Florida provides guidance on how best to hire staff during a high unemployment phase.

13 Jul 2020 » Member Value

CFA Society® Network Collaborates To Deliver Topical Webinar

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

Increase Your Membership: Engage Level II Candidates

CFA Society New York has enhanced its mentorship program for Level II candidates seeing encouraging gains in society membership.

19 Jun 2020 » Member Value

CFA Society Toronto Digitally Connects with Members

The local society has launched a digital version of its quarterly publication, The Analyst.

11 Jun 2020 » Building Brand

CFA Society Slovakia: Measuring Economic Sentiment

CFA Society Slovakia recently launches index to measure the expectations of Slovak investment professions on economic development.

02 Jun 2020 » Member Value

CFA Society Bahrain receives “Her Royal Highness Princess Sabeeka Award for the Advancement of Women”

13 May 2020 » Building Brand

Pulse Check of Members on COVID-19 Leads to Impactful Media Coverage in Montréal

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

CFA Society Chicago Appoints New CEO

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® Network Plays Integral Role in Supporting Local Communities

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

CFA Society Pakistan: In Times of Crisis, Collaboration Goes a Long Way

04 May 2020 » Outreach

University of Sydney Crowned 2020 CFA Institute Research Challenge Global Winners!

The first virtual Global Research Challenge was as exciting as ever, with the University of Sydney being awarded the winning title!

04 May 2020 » Building Brand

CFA Society Cayman Islands Hosts First-Ever Global Corporate Ethics Challenge

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 Supports Putting Investors First Month with Virtual Event

CFA Society Minnesota is focused on delivering member value throughout the current Covid-19 pandemic.

14 Apr 2020 » Member Value

CFA Society Shenzhen Connects with Members through WeChat

By using a WeChat mini-program, the local society is successfully managing its membership and event programs.

14 Apr 2020 » Member Value

CFA Society Singapore Strikes #EachforEqual Pose

In celebration of International Women’s Day on 8 March 2020

14 Apr 2020 » Outreach

CFA Society® Community in Texas Gives Candidates a “Virtual Fist Bump”

16 Mar 2020 » Building Brand

Instilling Ethics in the Next Generation of Investment Professionals

CFA Institute collaborates with ACCA Hong Kong and Barclays to enhance the business acumen and social consciousness of students

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Society Management

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Outreach

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