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BUILDING SOCIETY EXCELLENCE
06 Oct 2020 » Society Management
08 Sep 2020 » Society Management
18 Aug 2020 » Society Management
25 Aug 2020 » Member Value
01 Sep 2020 » Society Management
28 Oct 2020
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
31 Aug 2020
CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "A Candid View of China’s Markets."
28 Aug 2020
On 24th and 25th September 2020, CFA Societies Texas is hosting its signature summit as a free virtual event for all CFA charterholders and members.
18 Aug 2020
CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "How One Wealthy Family Views the Growth of India’s Family Offices and Alternative Investments." Monday, 24 August, 8:30 am-9:30 am EDT
Join us for a conversation on the future of the asset management business with Suni Harford, president of UBS Asset Management, and Thomas Digenan, CFA, head of US Intrinsic Value Equities for UBS Asset Management.
12 Aug 2020
CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "Where One Sovereign Fund is Allocating to Alternatives." Monday 17 August, 6-7 pm EDT
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.
24 Sep 2020 » Outreach
The CFA Institute Career Center has launched a new section devoted entirely to students
16 Sep 2020 » Outreach
On 1 October 2020, CFA Institute will sponsor the Responsible Asset Owners (RAO) Global Symposium 2020.
14 Aug 2020 » Member Value
Our aim is to equip investment management professionals with the highest level of knowledge and skills they need to achieve their career goals.
As our fiscal year comes to an end, we want to take a moment to thank our outgoing Presidents Council Representatives (PCRs).
19 Aug 2020 » Building Brand
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
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
21 Sep 2020 » Society Management
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
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
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.
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.
22 Jun 2020 » Society Management
Professional Learning features prominently in the new CFA Institute strategy.
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.
20 May 2020 » Member Value
Improvements we added to our Career Tools platform help you deliver more value to your members.
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.
29 Oct 2020 » Advocacy
CFA Society New Zealand has launched an ambassador network, which aims to support local members, CFA charterholders and candidates.
21 Oct 2020 » Advocacy
24 Sep 2020 » Building Brand
The CFA Society® community in Asia Pacific is focused on ensuring the CFA® charter is recognised as the “gold standard” designation.
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
22 Sep 2020 » Member Value
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 - Small steps walking towards ESG
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.
14 Apr 2020 » Member Value
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
Member Value
2021 Refresher Readings
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
Investment Professional of the Future
Operating Framework
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