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BUILDING SOCIETY EXCELLENCE
09 Feb 2021
15 Feb 2021 » Society Management
Lutfey Siddiqi, CFA, recently joined the CFA Institute leadership team as Managing Director, Regions & Society Relations.
25 Feb 2021 » Society Management
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.
Diversity & Inclusion: Creating Lasting Change
CFA Society Portland is hosting an event that will focus on how to advance Diversity and Inclusion outcomes.
CFA Society Washington, DC 3rd Annual ESG Summit 2021
CFA Society Washington, DC is hosting its third annual ESG Summit virtually in April 2021. The summit will consist of three interactive webcasts - two of these will feature an exclusive keynote address followed by a multi-speaker panel session.
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.
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.
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?
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.
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.
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”.
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
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.
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.
Is Quant Fundamentally Flawed?
CFA Society Boston recently hosted a webinar that illustrated the practical limitations of the Fundamental Law of Active Management.
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.
CFA Society Beijing Discusses Economic Impact of COVID-19
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.
An Economic Outlook for Texas After COVID 19
CFA Society Texas recently hosted a Town Hall with Richard Fisher, former President and CEO of the Federal Reserve Bank of Dallas, which had an online audience of almost 3,000 people.
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02 Mar 2021 » Advocacy
17 Feb 2021 » Outreach
In late 2020, CFA Institute decided to pause further development of the CFA Institute Investment Foundations® Program.
26 Jan 2021 » Member Value
19 Jan 2021 » Outreach
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
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
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
03 Nov 2020 » Outreach
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
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.
08 Sep 2020 » Society Management
01 Sep 2020 » Society Management
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
18 Aug 2020 » Society Management
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 » Member Value
CFA Institute recently decoded its latest member survey. Watch the recording of your region-specific presentation here.
07 Jul 2020 » Outreach
23 Feb 2021 » Society Management
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).
16 Feb 2021 » Society Management
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.
10 Nov 2020 » Society Management
Business planning enables the CFA Society® community to effectively govern its finances.
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
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
18 Aug 2020
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.
11 Feb 2021 » 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.
12 Feb 2021 » Advocacy
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
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 is committed to improving Inclusion and Diversity (I&D) in the investment management industry.
22 Jan 2021 » Building Brand
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
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
The CFA Society® community around the globe has joined efforts to promote inclusion and diversity in the investment management profession.
01 Dec 2020 » Advocacy
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 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 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 Malaysia, CFA Society Pakistan and CFA Society Singapore recently collaborated to host the first ever APAC Ethics Challenge.
12 Nov 2020 » Outreach
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.
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
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
14 Apr 2020 » Outreach
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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