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CFA Insitute CFA Connexions

BUILDING SOCIETY EXCELLENCE

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  • Home
  • Archive
  • Strategic Focus
    • Advocacy
    • Building Brand
    • Member Value
    • Outreach
    • Society Management
  • Resources
    • Society Resources
    • Shareable Content
    • Society Center
  • Calendar
  • Societies 2.0
  • Submit content
  • COVID-19 Resources

Local Advocacy

Advocacy in action

  • Our Strategy
  • Advocacy
  • Local Advocacy

There will be differences based on a society’s size, resources, and local market, but every society can participate in advocacy engagement.

Building market integrity through advocacy is a multi-faceted endeavour. Be conscious of the relevant issues in your market and what your society can do to advance our shared values. Consider a mix of policy advocacy, thought leadership, ethics, and investor education into your strategy. Each part contributes to the success of the whole; together we are stronger.


Intiatives to consider as part of your Advocacy strategy


Get Started

We encourage you to connect with your Society Relations Manager to ensure advocacy is a key part of your overall strategy. Here’s how to get started.

1

Consult

Consult with your Society Relations Manager to define advocacy goals and outcomes.

2

Plan

Develop a multi-faceted local advocacy strategy supported by your regional Society Advocacy Engagement lead.

3

Execute

Execute advocacy plan to advance our shared values in the local market.

4

Measure

Track goals and outcomes to refine strategy as needed. Performance reporting can be provided in select areas to show how your society is progressing.

5

Promote

Share progress and successes with members and fellow societies. In addition, submit your story on Connexions and we will share with the global society community.

Society Success Stories

See how CFA Societies advance advocacy locally.

Research

Find out about our latest and future research initiatives.

Ethics & Industry Standards

Learn how your society can engage audiences with ethics.

Advocacy Resources

Access resources to support your society’s advocacy engagement efforts.

Global Advocacy

Your society plays a key role in supporting the CFA Institute global advocacy strategy.

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