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BUILDING SOCIETY EXCELLENCE

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Month published

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Executive Updates

14 Apr 2021 » Society Management

Executive Update: Preparing for Future CBT Administrations & What Societies Need to Know Now

06 Apr 2021 » Advocacy

Inclusive Investment Industry Will Better Serve Our Diverse Society

CFA Institute aims to enable its constituents to embrace difference, demonstrate respect, and build societal trust.

15 Feb 2021 » Society Management

Introducing Lutfey Siddiqi, CFA

Lutfey Siddiqi, CFA, recently joined the CFA Institute leadership team as Managing Director, Regions & Society Relations.

Latest CFA Society® Community Content

See all
13 Apr
CFA Society Calgary

ESG Investing - ESG as a Pathway to Long-Term Value

At this CFA Society Calgary event, experts will share current and future ESG trends to be aware of and how they can help create long-term value for organizations and stakeholders.

13 Apr
CFA Society Chicago

Investment Impacts of the Pandemic

CFA Society Chicago welcomes a panel of investment experts with backgrounds across asset classes who will discuss the investment impacts of the pandemic and share insight as to how the current environment is different from past market events along with their views on how to prepare for the future.

27 April 2021 4:00 PM - 5:00 PM CT

Register here

10 Apr
CFA Society East Tennessee

ESG Investing - Are You Ahead of the Game or Behind the Eight Ball?

ESG investing is no longer a specialist discipline. A majority of Institutional and Private Wealth clients are looking for investment managers who can articulate an investment process that integrates ESG considerations with financial metrics. Is your firm prepared to address this growing need? Are you prepared with the necessary skills to stay ahead of the game?

8 Apr
CFA Society Nashville

Venture and Private Equity Investor Panel

Local private investment groups will share what has been happening in Middle Tennessee investing during lockdown, how the investment landscape has changed, and key opportunities. 

11 Mar
CFA Society Minnesota

Impact Investing: Shaking Up the Financial System

Long before “impact” investing became fashionable, Frank Altman, CEO of CRF USA, was pioneering links between community development finance and traditional sources of capital. Now he wants to “shake up the financial system so dollars flow more directly to small businesses in Black and Brown neighborhoods”.

2 Mar
CFA Society Idaho

CFA Program Level I Boot Camp for Candidates

CFA Society Idaho is partnering with the Options Industry Council (OIC) to offer a two-part boot camp series to cover the basics of options for CFA Program Level I candidates.

24 Feb
CFA Society Nigeria

Industry Practitioners' Ethics Challenge Playbook

CFA Society Nigeria has produced a playbook that will help other local societies to plan, execute, promote and analyse the impact of an Industry Practitioners' Ethics Challenge. 

2 Feb
CFA Society France

Economic Outlook: A Conversation with Jean-Claude Trichet

CFA Society France recently welcomed Jean-Claude Trichet, Governor of the European Central Bank between 2003 and 2011, to share his views on the political and economic outlook in Europe.

10 Sep
CFA Societies in sub-Saharan Africa

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.

17 Jul
CFA Society Chicago

Distinguished Speaker Series: Roy Swan

At a recent webcast, Roy Swan, who leads the Ford Foundation’s Mission Investments team, discussed investment strategy, rationale, impact, and measurements of success. 

15 Jul
CFA Society Spain, CFA Society Portugal and CFA Society Brazil

CFA Society® Network Collaborates To Deliver Topical Webinar

On 7 July 2020, CFA Society Spain, CFA Society Portugal and CFA Society Brazil co-hosted a webinar about Brazil's economy, entitled: “A Black Swan…With Blue Eyes”.

12 Jun
CFA Society Slovakia

CFA Society Slovakia: Measuring Economic Sentiment

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

Read more

9 Jun
CFA Society Italy

Survey: Impact of COVID-19 on Asset Management

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. The survey is anonymous and dedicated to industry professionals. 

20 May
CFA Society Tampa Bay

Webinewbie or Webinerd? Report Outlines How To Host Successful Webinars

CFA Society Tampa Bay has used this "ON24 Webinar Benchmarks Report" to inform its virtual events.

15 May
CFA Society Boston

Is Quant Fundamentally Flawed?

CFA Society Boston recently hosted a webinar that illustrated the practical limitations of the Fundamental Law of Active Management.

13 May
CFA Society Montreal

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.

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CFA Society New York

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Latest News

20 Apr 2021 » Advocacy

CFA Institute Financial Regulatory Symposium

Business Conduct, Sustainability, and COVID-19 Market Ramifications

30 Mar 2021 » Member Value

Member Renewal and Proxy Voting Kick Off in May

This year, two critical member* activities—our renewal cycle and member proxy vote—will overlap from May through mid-July. Read more to find out how CFA Institute is promoting engagement with these transactions and the resources we are providing your soci

30 Mar 2021 » Building Brand

Society Promotional Toolkit for Alpha Summit

After 73 years of excellence at the annual conference, we are excited to introduce Alpha Summit, made for global financial investment professionals to enjoy inspiring, live conversations that will set the tone for how we can change the industry...

30 Mar 2021 » Outreach

CFA Institute Research Challenge 2021

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics.

23 Mar 2021 » Society Management

Society Center Relaunch

On Tuesday, 30 March 2021, Society Center will transition to the same training platform where society leaders and staff currently go to complete the Society Leader Orientation. In doing so, we are creating a one-stop shop for most, if not all, of your tra

02 Mar 2021 » Advocacy

COVID-19 Survey Part II: One Year After

15 Apr 2021 » Society Management

Society Operations Advisory Council (SOAC)

As part of our commitment to further enhance collaboration between CFA Institute and the CFA Society® community, we have recently formed the Society Operations Advisory Council (SOAC).

17 Feb 2021 » Outreach

Upcoming Changes to CFA Institute Investment Foundations Program Access and Pricing

In late 2020, CFA Institute decided to pause further development of the CFA Institute Investment Foundations® Program.

16 Feb 2021 » Society Management

CFA Society Technology update

As CFA Institute embarks on its new strategy, we see an opportunity to create a more agile, resilient, and sustainable model for supporting society technology needs that better serves both local markets and our global community.

26 Jan 2021 » Member Value

The Latest from the Future of Finance: The Future of Sustainability in Investment Management

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

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.

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.

Society Success Stories

25 Mar 2021 » Outreach

CFA Society Istanbul: Delivering Value Locally

With the ongoing effects of the COVID-19 pandemic being felt around the globe, the CFA Society® community has stepped up and continued to deliver value to key local stakeholders.

14 Apr 2021 » Advocacy

Increasing Adoption of GIPS® and the Asset Manager Code™ in Pakistan

In celebration of International Women’s Day on the 8th of March 2021, more than 80 stock exchanges around the world took part in a global event focused on gender equality by hosting Bell Ringing ceremonies...

07 Apr 2021 » Society Management

CFA Society Nigeria Drives Unprecedented Participation in Board of Governors’ Election

In line with the CFA Society Nigeria Byelaws, the Board of Trustees (BOT) of the local society conducted the 2021 Board of Governors (BOG) elections on 12 March 2021.

01 Apr 2021 » Advocacy

CFA Society Malaysia Secures CFA® Program Accreditation with Malaysian Finance Accreditation Agency (FAA)

On 9 December 2020, the CFA® Program successfully attained a “Full Accreditation” by the Finance Accreditation Agency (FAA) in Malaysia.

03 Apr 2021 » Advocacy

CFA Society South Africa Brings CFA Program Refresher Readings To Life

01 Apr 2021 » Advocacy

Ringing the Bell for Gender Equality

In celebration of International Women’s Day on the 8th of March 2021, more than 80 stock exchanges around the world took part in a global event focused on gender equality by hosting Bell Ringing ceremonies...

26 Mar 2021 » Advocacy

CFA Society Japan: Encouraging Diversity in the Investment Industry

The Japan Investment Conference (JIC) is a large-scale industry event hosted annually by CFA Society Japan. The latest conference was held virtually, and, for the first time, the event focused on the theme of “Women in Investment Management”.

19 Mar 2021 » Advocacy

CFA Society Malaysia Builds Strategic Partnership That Benefits Members

On 14th January 2021, CFA Society Malaysia signed a Memorandum of Understanding (MoU) with the Securities Industry Development Corporation (SIDC)...

12 Feb 2021 » Advocacy

CFA Society Portugal Brings Together High-Level Policy Makers to Discuss European Recovery

On 26 January 2021, CFA Society Portugal and CFA Institute hosted a joint webinar to discuss the Portuguese presidency and road to European recovery post-COVID-19.

04 Feb 2021 » Advocacy

2021 is “ESG Year” in Singapore

This year, CFA Society Singapore is running “ESG Year 2021” to provide structured environmental, social and corporate governance (ESG) learning for members and finance professionals.

27 Jan 2021 » Building Brand

CFA Society Atlanta: Improving Inclusion and Diversity

CFA Society Atlanta is committed to improving Inclusion and Diversity (I&D) in the investment management industry.

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

Featured CFA Institute Content

26 Jan 2021 » Member Value

The Latest from the Future of Finance: The Future of Sustainability in Investment Management

30 Mar 2021 » Advocacy

Research Pipeline & Collaboration

CFA Institute and CFA Societies are leaders in providing in-depth insights about the investment world of today and what that means for the industry of tomorrow. Here is a glimpse at what we’re working on now and into the future.

17 Mar 2021 » Member Value

Investing in Africa: Perspective from the Continent

Take 15 Series
What can Africa expect from a Biden administration? What is the outlook for the continent post-pandemic? Herman Warren, Africa Director for The Economist Corporate Network, discusses these questions and more.

10 Mar 2021 » Member Value

Machine Learning Applications: What We Can Learn from Healthcare Finance

Take 15 Series
Andrew W. Lo, Professor of Finance at MIT, talks about the application of machine learning techniques in his work on healthcare finance.

03 Mar 2021 » Member Value

Will Digital Asset Securities Revolutionize Capital Markets?

Take 15 Series
Carlos Domingo, CEO and co-founder of Securitize, discusses blockchain technology and the power of digital securities, or security tokens, to drive liquidity for private securities and democratize access to investing.

03 Mar 2021 » Member Value

The Emerging Asia Pacific Capital Markets: India

Research Foundation Briefs
After a massive capital markets transformation, India has two of the largest stock markets in the world and an expanding asset management industry.

01 Mar 2021 » Member Value

Geo-Economics Chapter 9: The Impact of Climate Change

Research Foundation Books
Climate change has become a critical consideration for investors. Two major geo-economic developments are key: the likely economic impact of climate change and the societal consequences of climate change...

19 Feb 2021 » Member Value

Enhanced Portfolio Optimization

Financial Analysts Journal
Managers can improve the performance of the mean–variance approach by using enhanced portfolio optimization (EPO).

17 Feb 2021 » Member Value

How to Make Smarter Decisions about Money

Take 15 Series
Paul Sullivan, author and Wealth Matters columnist for The New York Times, discusses why it’s important for financial advisers to discuss money scripts with clients and for families to talk to their children about money.

29 Jan 2021 » Member Value

Climate and Data Portfolio Scenario Analysis

Environmental, Social, Corporate Governance Investing
Asset owners are increasingly holding managers accountable for climate risk management, resulting in challenges to navigating the types of data available...

28 Jan 2021 » Member Value

Career Insights: Credit Ratings in India

CFA Institute Live Webinars
In this webinar, Sitaraman Iyer, CFA, provided insights and advice on careers in credit research and ratings.

27 Jan 2021 » Member Value

Discovering Young Urban Investment Talent

Take 15 Series
In this Take 15 episode, Troy Prince founder of Wall Street Bound discusses how his organization is creating pathways of success for urban youth through careers in finance, despite the many challenges they often face.

Connexions TV

Member Value

2021 Refresher Readings

Building Brand

Gary Baker – The importance of Africa

Advocacy

Africa-focused report video

Society Management

Partnership in Action video

Society Management

Highlights – 2019 APAC SLC

Society Management

Transforming the way we engage with societies

Outreach

CFA Institute Research Challenge

Member Value

Investment Professional of the Future

Society Management

Operating Framework

Advocacy

Advocacy

Building Brand

Building Brand

Member Value

Member Value

Outreach

Outreach

Society Management

Society Management

Building Brand

Building Brand

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