I’m just back from several days in Lima, Peru where the society hosted me for a whirlwind tour of meetings with senior regulators, top universities, leading asset managers, and members.
Like other emerging markets, it is inspiring to hear first-hand the respect with which the CFA Charter is viewed and the difference our standards and ethical principles are making in this developing capital market. Many thanks to CFA Society Peru and others around the world making similar impact.
While in Lima, I also had the opportunity to speak on our diversity research at a local women’s business summit which also featured the Prime Minister and the US and UK ambassadors to Peru, who each discussed how gender equity truly matters to the country’s economy, as it does in many developing countries. I am proud that CFA Institute is taking a leading role in this space.
Meanwhile, I’m delighted to announce the launch of an enhanced version of Connexions to improve your experience and support your ongoing success – I hope you find these enhancements valuable. Enhancements include:
- A revamped homepage with real-time news, executive updates, and society success stories.
- NEW strategy-focused content to better connect you with our business goals and guide you through the wealth of content, resources and best practice available in these areas.
- NEW resource area with visibility and access to tools available to support society success.
- NEW interactive society activity calendar outlining the important activities that affect societies, helping you to better plan and prepare for the year ahead.
- Re-introducing featured Connexions themes to spotlight society success with important topics and initiatives, and recognize the active part you play in helping to achieve our mission.
I encourage you to explore the enhanced site, learn from other CFA Societies’ initiatives, use the CFA Institute-provided resources and share your story ideas.
Society Management
HR and Staffing Support
HR & staffing guides have been designed to support societies in identifying staffing needs and best practice for interviewing and onboarding.
Society satisfaction survey results
This year we delivered a shortened, streamlined survey focused on evaluating our progress against Societies 2.0 and now can share the results with you. I encourage you to provide on-going feedback to your relationship manager and with CFA Institute staff at the upcoming SLCs.
Access Scholarships
We will be in touch with your society to find out who you have appointed as the application reviewer, provide them the total scholar allocation number and training support.
CFA Society Boilerplate Templates
Media releases issued by CFA societies must carry the appropriate boilerplate(s) to ensure that the purpose of CFA Institute and member societies is consistently conveyed in all markets.
Download our latest templates and customize them for your society’s needs.
Member Value
Charterholder Welcome Experience Materials Available
We are developing a marketing toolkit to help societies welcome new charterholders into their ranks and to support you in delivering a professional brand experience to new members. Print and email resources are available now; usage guides, and Marketing Cloud resources will be available soon.
Remember to submit your Charter Recognition Event detail form by 23 September to membership@cfainstitute.org
Membership Applications Enhancements Update
Early next year, the membership application process is being enhanced to support new work experience requirements and streamline the operations of your society’s membership management process.
Member Survey and Compensation Survey Results
Member Survey results and Compensation Survey results will be shared with you next month.
Marg Franklin, CFA joins CFA Institute as President and Chief Executive Officer on 3 September. Marg will be attending the EMEA and Americas SLC’s. We look forward to welcoming her and introducing you.
Best wishes,
Randi
Get to know Randi
Randi Tolber, CFA, is Head of Global Society Relations at CFA Institute. Her team manages relationships with 157 CFA Societies located in more than 90 countries around the world.
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