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BUILDING SOCIETY EXCELLENCE
Congratulations on establishing a new CFA society! Now, it’s time to effectively launch and promote your new society so you can begin to contribute towards our shared goals to:
We’re here to support you with all the information, tools, and resources to help you successfully launch and establish your society in your local market.
You will learn the process to effectively launch and promote your new society in your local market, and better understand the resources available to help you succeed.
Learn what tools are available to help you welcome and engage your new members
Understand and access tools to build your society’s profile now and long-term
Learn about resources and brand-building support to engage the local investment community
Review and progress through the following 3-step New Society Launch Process to get your society off to a strong and successful start.
Learn about society funding
View society training opportunities
Access tools and resources to support society success
View Society Activity Calendar
Connect with CFA Institute for your society-branded logo and assets
As a new society, you have access to numerous branded tools through CFA Institute to help you build a presence in your local market*, including:
View an example of society brand assets and simply contact your Society Relations Manager to order your society’s customized assets.
*New societies have access to comprehensive advertising campaigns through Society Brand Activation and do not need to pursue paid advertising opportunities independently.
Establish your communication channels and raise the profile of your society locally
You are now part of the CFA Institute global network. Through our collective efforts to build the CFA Institute brand, our societies gain influence, increase awareness in their local markets, and achieve further recognition for our programs and our charterholders. Get started with these tools:
Work with your Society Relations Manager to establish communication channels specific to your society, including:
Your society now has access to a comprehensive suite of Society Brand Activation services to help you build the brand in your market. Society Brand Activation can help you:
Promote your society using our PR templates:
Now, you are ready to officially launch your society. Engage charterholders and the local investment community
Launch your new society and begin building your presence in the community. Activities to consider:
Email New Charterholders: – Send a welcome email to new charterholders, connecting them to your society’s communication channels and alerting them to upcoming events. Access the email template here.
Welcome Event: – Host a welcome event for your new charterholders. Invite local employers, universities, regulators and others from the investment community to connect and start building relationships.
Press Release: – Work with your Society Relations Manager on a press release announcing your society’s launch to local media. If you’re considering a welcome event, be sure to include it in the announcement.
Research Challenge: – The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. It’s also an excellent way to connect your society with universities and institutions in your local area. Work with your Society Relations Manager to learn more.
Raising your society’s profile and building relationships in the community is an ongoing effort. Use the information and resources on Connexions to engage with key audiences including:
Tools and resources to effectively manage and operate your society.
Numerous ways to connect with CFA Institute for strategy, support and resources.
Successfully governing your society.
We have a wealth of online and in-person training resources to aid you.
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