Forgot password?
Don’t have an account? Register here
The registration email has been resent. Please click the link within it to confirm your email address.
An email has been sent to the email address provided. Please click the link within the email to confirm your email address.
Based on your visit today, how would you rate your overall Connexions experience?
BUILDING SOCIETY EXCELLENCE
12 Jan 2021 » Society Management
17 Nov 2020 » Society Management
This December, CFA Institute invites you to join us for a virtual Society Leadership Conference.
19 Nov 2020
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
CFA Institute recently decoded its latest member survey. Watch the recording of your region-specific presentation here.
07 Jul 2020 » Outreach
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.
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.
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
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
We’re using cookies, but you can turn them off in Privacy Settings. If you use the site without changing settings, you are agreeing to our use of cookies. Learn more in our Privacy Policy.
This material is provided for informational purposes only and may not be used in any commercial manner without prior written permission from CFA Institute. © 2021 CFA Institute. All Rights Reserved.