Business Conduct, Sustainability, and COVID-19 Market Ramifications

Watch the recordings of our events with the newest members of the CFA Institute Leadership Team.

The voting for the 2021 Presidents Council election concluded in May and we are pleased to announce the results.

In early March the CFA Institute Ethics Learning Lab, home of our popular Ethical Decision-Making Program, was expanded and transitioned into a paid subscription-based, interactive Professional Learning community.

Year-End Reports are an important aspect of the annual business planning process and ensure high operating standards are achieved across the CFA® Society network.

On 19 May, CFA Institute will release an Exposure Draft of the ESG Disclosure Standards for Investment Products. The Standards establish disclosure requirements for investment products with ESG-related features.

Did you know that 60% of non-charterholder new members are CFA Program candidates? Did you also know that we don’t start actively promoting membership until after they pass LIII? Well, that is about to change!

As part of our commitment to prioritizing the interests of our candidates, CFA Institute froze the 2020 CFA® Program curriculum for two exam cycles.

Last week, Marg Franklin launched a social media campaign via LinkedIn, #mycharterstory, designed for charterholders to tell their charter story in a few short sentences and then tag other charterholders on LinkedIn and encourage them to do the same.

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.

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

The mission of CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

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

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...

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

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).

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

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.

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.

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

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.

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.

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

CFA Society Malaysia successfully launched its new Employer Recognition Program (ERP) in December 2020.

CFA Society Finland felt strongly about organising its Forecast Dinner this year, despite the pandemic restricting in-person events.

On 19 May, CFA Institute will release an Exposure Draft of the ESG Disclosure Standards for Investment Products. The Standards establish disclosure requirements for investment products with ESG-related features.

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.

CFA Society Pakistan and CFA Institute have led efforts to promote the CFA Institute Global Investment Performance Standards (GIPS®) and the CFA Institute Asset Manager Code™.

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.

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

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...

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”.

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

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.

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.

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

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.

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.

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

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).

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.

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.

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

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.

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

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

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

CFA Society Pakistan Leads the Way with Monetary Policy Expectations Survey

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.

CFA Society Pakistan - Small steps walking towards ESG

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

CFA Society Spain, CFA Society Portugal and CFA Society Brazil recently co-hosted a topical discussion about Brazil´s economy.

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

Stock market bubbles fascinate researchers because bubbles have major implications for market efficiency, but their existence is disputed. This book evaluates academic research and other analysis of bubbles and their significance for investors.

Small and limited 20 years ago, the Vietnamese capital market has grown to provide a wide range of products. With favorable prospects, Vietnam must address fundamental challenges to continue evolving and achieve its potential.

Michael Falk, CFA, a partner at the Focus Consulting, discusses the importance of creating a sell discipline for losers and winners in an investment portfolio, his many writing projects, and living with ALS, or Lou Gehrig's disease.

Charlotte Beyer, founder and former CEO of the Institute for Private Investors and author of the CFA Institute Research Foundation brief on relationship alpha, explains the concept and why it’s important and how advisers can better serve clients.

Managing Editor of the Financial Analysts Journal, Heidi Raubenheimer, provides an overview of the Second Quarter issue of 2021.

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.

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.

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.

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.

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.

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...