The Right Question Campaign Brings the Charterholder Value Message to Investors.

You spoke, we listened.

You told us that raising awareness of the CFA® charter amongst high-net-worth investors (HNWIs) was one of the most important things CFA Institute could do for you, our members. Market research told us that now is the right time to take action due to a growing segment of investible assets in North America.

We are excited to announce the launch of The Right Question Campaign, which poses the simple but direct question to High Net Worth Investors in the U.S. and Canada, “Does your wealth manager measure up?”

An extension of Let’s Measure Up™, this data-driven, multichannel campaign will build broad awareness of the value of CFA CHARTERHOLDERS in private wealth management through paid media, media outreach and events, and give our members resources and guidance to fuel their personal marketing efforts!

In addition to this highly targeted campaign, new resources have also been developed to help CFA charterholders fuel their personal marketing efforts. These will be accessible through cfainstitute.org as part of the campaign launch.

Societies will play a critical role in the success of The Right Question campaign. Marketing and communication tools are available to help you deliver the campaign to your local membership and community, including a branded video, a one-page summary of the campaign, event banners, newsletter copy, and more! Keep an eye out for these resources in the next issue of Connexions or reach out to MarketingAMER@cfainstitute.org.
Get started now by downloading this one page campaign overview.

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