In May and June of 2023, CFA Institute partnered with McKinley Advisors, experts in association management, to conduct extensive research aimed at understanding member needs.
The primary focus of this research was to improve the overall member experience and enhance the value proposition of CFA Institute membership. The study encompassed various factors, benefits, and offerings, including society membership. The insights gained from this research validated many of our assumptions and are driving the refinement of our member strategy. The Board is supportive of our plans to focus on improving the member experience, and this research will serve as the basis for discussions at the regional Society Leadership Conferences.
We invite you to review the highlights of the results on Society Center (Membership tile > Membership Strategy page.
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