As we progress our efforts to create a more flexible, relevant, and compelling learning experience, our partnership with the CFA Society® network has been a key factor in determining our vision and approach. In order to facilitate this partnership, we created the Professional Learning Advisory Council (previously titled CPD Design Council) as a continuing forum to discuss policies, identify opportunities, and ensure CFA Society perspectives are incorporated into our strategy. We are fortunate to have societies from each region, as well as an XL Society and Presidents Council Representative, represented on the Advisory Council.
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Since the Council was established in early 2019, we have covered many objectives regarding the agreement of foundational guidelines on how this new learning experience will enable our members to build their skills and advance their careers. Specific highlights include:
- Review of the Competency Framework and how it can be used to guide personalized learning journeys.
- Use of third-party content resources and content partnering with other professional organizations.
- Guidelines for earning credits from assignments and the reporting requirements to our new tracking tool.
- Understanding of member learning preferences and how to develop a learning platform to meet their needs.
Keith Waitt, Senior Head, Professional Learning, CFA Institute commented:
“We continue our Council activities into 2020 with a more detailed focus on learning platform capabilities and content strategies that allow members to learn what they want, when they want, and how they want.”
A Professional Learning Steering Committee has also been established, with five CFA Institute Leadership Team members, to provide senior oversight, decision making, and governance to Professional Learning. The Professional Learning team will provide monthly updates on its progress throughout 2020 so be sure to check Connexions for the latest information on the Professional Learning Advisory Council and Steering Committee activities.
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