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.
The goal of the campaign is to ensure these individuals are aware of the adjusted work experience requirements, as well as to gather information about their plans to charter through an interactive “Insights Tool”. The tool will also provide recipients with a customized list of resources to support recipients on their journey to gaining the charter.
The first email (here) will be sent on 9 November and 12 November. On 19 November and 9 December, follow-up emails will be sent to anyone who did not engage with the preceding emails. To ensure our Global Contact Center can help each potential new member, we may need to adjust this schedule so we can also accommodate call volume around the December 2020 exam. If your society plans to contact local charter pendings in November or December, please contact your Society Relations Manager to check the latest dates for the CFA Institute campaign.
Read how CFA Society Malaysia has been successfully engaging charter pending individuals locally.
*This email campaign will target individuals outside of Mainland China only. A separate campaign will be deployed to the charter pending audience in Mainland China at later date.
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