To support scheduled candidate communications, CFA Institute will now begin our renewal email campaign in late May. We recommend that societies begin your renewal campaigns no earlier than mid-June.
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To accommodate this later timeline and our COVID-19 response, we have updated our Renewal Toolkit with email copy that reflects the extended deadline and changes to our Professional Leave policy.
New in 2020
- Global Campaign Timeline: Previously, the timeline for the global campaign only existed in the renewal toolkit. This year, you can find the global campaign timeline in the toolkit and as its own PDF you can download.
- Assets for Mainland China: You will find new and updated digital assets for societies supporting charterholders in mainland China.
Annual Society Renewal Assets
CFA Institute provides many assets to support your society membership renewal campaign. You can find these assets on the Membership Campaigns page of Society Center.
CFA Society® Member Renewal Toolkit
The CFA Society Member Renewal Toolkit provides greater insight into the specifics of the global campaign, including key campaign dates, segmentation, and messaging.
Digital Creative Assets
In addition to the toolkit, you can find a variety of downloadable assets to support your campaign including:
- Website banners and tiles
- An email banner
- Sample email messaging
- Social tiles for LinkedIn, Facebook, and Twitter
To download assets, please view the site on a desktop device