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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 Social Content
    • Society Center
  • Calendar
  • Societies 2.0
  • Submit content
  • CFA Society® Community Content

Building Brand Locally

Society brand activation in action

  • Our Strategy
  • Building Brand
  • Building Brand Locally

Supporting local brand building

We know your society has many priorities: improve local visibility, recruit more members, increase member engagement, and pursue activities that will increase brand awareness. Society Brand Activation offers you the support to do all that.


Building Brand Impact

2020
$11m
investment will be provided to societies this year

2019 Case studies

2019 Activated CFA Societies

Society brand activation in action 2020 Atlanta Society of Finance and Investment Professionals
Atlanta Society of Finance and Investment Professionals
Bermuda
Bermuda
CFA China (Shanghai)
CFA China (Shanghai)
CFA Montreal
CFA Montreal
CFA Quebec
CFA Quebec
CFA Association Russia
CFA Association Russia
CFA Society Alabama
CFA Society Alabama
CFA Society Argentina
CFA Society Argentina
CFA Society Arkansas
CFA Society Arkansas
CFA Society Atlantic Canada
CFA Society Atlantic Canada
CFA Society Austin
CFA Society Austin
CFA Society Bahrain
CFA Society Bahrain
CFA Society Baltimore
CFA Society Baltimore
CFA Society Bangladesh
CFA Society Bangladesh
CFA Society Barbados
CFA Society Barbados
CFA Society Beijing
CFA Society Beijing
CFA Society Boston
CFA Society Boston
CFA Society Brazil
CFA Society Brazil
CFA Society Buffalo
CFA Society Buffalo
CFA Society Bulgaria
CFA Society Bulgaria
CFA Society Calgary
CFA Society Calgary
CFA Society Cayman Islands
CFA Society Cayman Islands
CFA Society Chengdu
CFA Society Chengdu
CFA Society Chicago
CFA Society Chicago
CFA Society Chile
CFA Society Chile
CFA Society Cincinnati
CFA Society Cincinnati
CFA Society Cleveland
CFA Society Cleveland
CFA Society Colombia
CFA Society Colombia
CFA Society Colorado
CFA Society Colorado
CFA Society Columbus
CFA Society Columbus
CFA Society Cyprus
CFA Society Cyprus
CFA Society Czech Republic
CFA Society Czech Republic
CFA Society Dallas/Fort Worth
CFA Society Dallas/Fort Worth
CFA Society Dayton
CFA Society Dayton
CFA Society Denmark
CFA Society Denmark
CFA Society Detroit
CFA Society Detroit
CFA Society Doha
CFA Society Doha
CFA Society East Tennessee
CFA Society East Tennessee
CFA Society EastAfrica
CFA Society EastAfrica
CFA Society Edmonton
CFA Society Edmonton
CFA Society Egypt
CFA Society Egypt
CFA Society Emirates
CFA Society Emirates
CFA Society Finland
CFA Society Finland
CFA Society Florida
CFA Society Florida
CFA Society France
CFA Society France
CFA Society Germany
CFA Society Germany
CFA Society Greece
CFA Society Greece
CFA Society Hartford
CFA Society Hartford
CFA Society Hawaii
CFA Society Hawaii
CFA Society Hong Kong
CFA Society Hong Kong
CFA Society Houston
CFA Society Houston
CFA Society Hungary
CFA Society Hungary
CFA Society Idaho
CFA Society Idaho
CFA Society India
CFA Society India
CFA Society Indianapolis
CFA Society Indianapolis
CFA Society Indonesia
CFA Society Indonesia
CFA Society Iowa
CFA Society Iowa
CFA Society Istanbul
CFA Society Istanbul
CFA Society Italy
CFA Society Italy
CFA Society Jacksonville
CFA Society Jacksonville
CFA Society Jamaica
CFA Society Jamaica
CFA Society Japan
CFA Society Japan
CFA Society Jordon
CFA Society Jordon
CFA Society Kansas City
CFA Society Kansas City
CFA Society Korea
CFA Society Korea
CFA Society Lebanon
CFA Society Lebanon
CFA Society Los Angeles
CFA Society Los Angeles
CFA Society Louisiana
CFA Society Louisiana
CFA Society Louisville
CFA Society Louisville
CFA Society Luxembourg
CFA Society Luxembourg
CFA Society Madison
CFA Society Madison
CFA Society Maine
CFA Society Maine
CFA Society Malaysia
CFA Society Malaysia
CFA Society Melbourne
CFA Society Melbourne
CFA Society Memphis
CFA Society Memphis
CFA Society Mexico
CFA Society Mexico
CFA Society Miami
CFA Society Miami
CFA Society Michigan
CFA Society Michigan
CFA Society Milwaukee
CFA Society Milwaukee
CFA Society Minnesota
CFA Society Minnesota
CFA Society Mississippi
CFA Society Mississippi
CFA Society Naples
CFA Society Naples
CFA Society Nashville
CFA Society Nashville
CFA Society Nebraska
CFA Society Nebraska
CFA Society Netherlands
CFA Society Netherlands
CFA Society Nevada
CFA Society Nevada
CFA Society New Mexico
CFA Society New Mexico
CFA Society New York
CFA Society New York
CFA Society New Zealand
CFA Society New Zealand
CFA Society Nigeria
CFA Society Nigeria
CFA Society North Carolina
CFA Society North Carolina
CFA Society Okanagan
CFA Society Okanagan
CFA Society Oklahoma
CFA Society Oklahoma
CFA Society Orange County
CFA Society Orange County
CFA Society Orlando
CFA Society Orlando
CFA Society Ottawa
CFA Society Ottawa
CFA Society Pakistan
CFA Society Pakistan
CFA Society Perth
CFA Society Perth
CFA Society Peru
CFA Society Peru
CFA Society Philadelphia
CFA Society Philadelphia
CFA Society Philippines
CFA Society Philippines
CFA Society Phoenix
CFA Society Phoenix
CFA Society Pittsburgh
CFA Society Pittsburgh
CFA Society Poland
CFA Society Poland
CFA Society Portland
CFA Society Portland
CFA Society Portugal
CFA Society Portugal
CFA Society Providence
CFA Society Providence
CFA Society Rochester
CFA Society Rochester
CFA Society Romania
CFA Society Romania
CFA Society Sacramento
CFA Society Sacramento
CFA Society Salt Lake
CFA Society Salt Lake
CFA Society San Antonio
CFA Society San Antonio
CFA Society San Diego
CFA Society San Diego
CFA Society San Francisco
CFA Society San Francisco
CFA Society Saskatchewan
CFA Society Saskatchewan
CFA Society Saudi Arabia
CFA Society Saudi Arabia
CFA Society Seattle
CFA Society Seattle
CFA Society Shenzhen
CFA Society Shenzhen
CFA Society Singapore
CFA Society Singapore
CFA Society Slovenia
CFA Society Slovenia
CFA Society South Africa
CFA Society South Africa
CFA Society South Carolina
CFA Society South Carolina
CFA Society Spain
CFA Society Spain
CFA Society Spokane
CFA Society Spokane
CFA Society St. Louis
CFA Society St. Louis
CFA Society Stamford
CFA Society Stamford
CFA Society Switzerland
CFA Society Switzerland
CFA Society Sydney
CFA Society Sydney
CFA Society Taiwan
CFA Society Taiwan
CFA Society Tampa Bay
CFA Society Tampa Bay
CFA Society Thailand
CFA Society Thailand
CFA Society The Bahamas
CFA Society The Bahamas
CFA Society Toronto
CFA Society Toronto
CFA Society Trinidad and Tobago
CFA Society Trinidad and Tobago
CFA Society Tucson
CFA Society Tucson
CFA Society Ukraine
CFA Society Ukraine
CFA Society United Kingdom
CFA Society United Kingdom
CFA Society Uruguay
CFA Society Uruguay
CFA Society Vancouver
CFA Society Vancouver
CFA Society Vermont
CFA Society Vermont
CFA Society Victoria
CFA Society Victoria
CFA Society Virginia
CFA Society Virginia
CFA Society Washington D.C.
CFA Society Washington D.C.
CFA Society Winnipeg
CFA Society Winnipeg
Sri Lanka
Sri Lanka
  • Atlanta Society of Finance and Investment Professionals
  • Bermuda
  • CFA China (Shanghai)
  • CFA Montreal
  • CFA Quebec
  • CFA Association Russia
  • CFA Society Alabama
  • CFA Society Argentina
  • CFA Society Arkansas
  • CFA Society Atlantic Canada
  • CFA Society Austin
  • CFA Society Bahrain
  • CFA Society Baltimore
  • CFA Society Bangladesh
  • CFA Society Barbados
  • CFA Society Beijing
  • CFA Society Boston
  • CFA Society Brazil
  • CFA Society Buffalo
  • CFA Society Bulgaria
  • CFA Society Calgary
  • CFA Society Cayman Islands
  • CFA Society Chengdu
  • CFA Society Chicago
  • CFA Society Chile
  • CFA Society Cincinnati
  • CFA Society Cleveland
  • CFA Society Colombia
  • CFA Society Colorado
  • CFA Society Columbus
  • CFA Society Cyprus
  • CFA Society Czech Republic
  • CFA Society Dallas/Fort Worth
  • CFA Society Dayton
  • CFA Society Denmark
  • CFA Society Detroit
  • CFA Society Doha
  • CFA Society East Tennessee
  • CFA Society EastAfrica
  • CFA Society Edmonton
  • CFA Society Egypt
  • CFA Society Emirates
  • CFA Society Finland
  • CFA Society Florida
  • CFA Society France
  • CFA Society Germany
  • CFA Society Greece
  • CFA Society Hartford
  • CFA Society Hawaii
  • CFA Society Hong Kong
  • CFA Society Houston
  • CFA Society Hungary
  • CFA Society Idaho
  • CFA Society India
  • CFA Society Indianapolis
  • CFA Society Indonesia
  • CFA Society Iowa
  • CFA Society Istanbul
  • CFA Society Italy
  • CFA Society Jacksonville
  • CFA Society Jamaica
  • CFA Society Japan
  • CFA Society Jordon
  • CFA Society Kansas City
  • CFA Society Korea
  • CFA Society Lebanon
  • CFA Society Los Angeles
  • CFA Society Louisiana
  • CFA Society Louisville
  • CFA Society Luxembourg
  • CFA Society Madison
  • CFA Society Maine
  • CFA Society Malaysia
  • CFA Society Melbourne
  • CFA Society Memphis
  • CFA Society Mexico
  • CFA Society Miami
  • CFA Society Michigan
  • CFA Society Milwaukee
  • CFA Society Minnesota
  • CFA Society Mississippi
  • CFA Society Naples
  • CFA Society Nashville
  • CFA Society Nebraska
  • CFA Society Netherlands
  • CFA Society Nevada
  • CFA Society New Mexico
  • CFA Society New York
  • CFA Society New Zealand
  • CFA Society Nigeria
  • CFA Society North Carolina
  • CFA Society Okanagan
  • CFA Society Oklahoma
  • CFA Society Orange County
  • CFA Society Orlando
  • CFA Society Ottawa
  • CFA Society Pakistan
  • CFA Society Perth
  • CFA Society Peru
  • CFA Society Philadelphia
  • CFA Society Philippines
  • CFA Society Phoenix
  • CFA Society Pittsburgh
  • CFA Society Poland
  • CFA Society Portland
  • CFA Society Portugal
  • CFA Society Providence
  • CFA Society Rochester
  • CFA Society Romania
  • CFA Society Sacramento
  • CFA Society Salt Lake
  • CFA Society San Antonio
  • CFA Society San Diego
  • CFA Society San Francisco
  • CFA Society Saskatchewan
  • CFA Society Saudi Arabia
  • CFA Society Seattle
  • CFA Society Shenzhen
  • CFA Society Singapore
  • CFA Society Slovenia
  • CFA Society South Africa
  • CFA Society South Carolina
  • CFA Society Spain
  • CFA Society Spokane
  • CFA Society St. Louis
  • CFA Society Stamford
  • CFA Society Switzerland
  • CFA Society Sydney
  • CFA Society Taiwan
  • CFA Society Tampa Bay
  • CFA Society Thailand
  • CFA Society The Bahamas
  • CFA Society Toronto
  • CFA Society Trinidad and Tobago
  • CFA Society Tucson
  • CFA Society Ukraine
  • CFA Society United Kingdom
  • CFA Society Uruguay
  • CFA Society Vancouver
  • CFA Society Vermont
  • CFA Society Victoria
  • CFA Society Virginia
  • CFA Society Washington D.C.
  • CFA Society Winnipeg
  • Sri Lanka

Society Brand Activation Services

We have a range of services on offer to help your society participate in Society Brand Activation in FY20.

Market Planning

Market Planning

Collaborating with you to develop strategic marketing plans based on your key priorities.

Media and Advertising Strategy

MEDIA AND ADVERTISING STRATEGY

We will support your society awareness efforts by developing a paid media advertising program.

Public relations

Public relations

This includes identifying topics and opportunities for your society to build relationships with journalists through effective outreach.

Digitial Presence

Digital presence

Building a strong digital presence will better engage your key audience and encourage them to participate in your society’s activities.

Social Media Strategy

SOCIAL MEDIA STRATEGY

We will help you utilize your social channels to extend your reach and better engage with your audience.

View the social media playbook.

Web Experience

WEB EXPERIENCE

We will work with you to improve your web presence and deliver an improved online experience.

Audience experience

Audience experience

To build brand reputation and loyalty through relevant content and a great in-person experience.

Content Development

CONTENT DEVELOPMENT

We can help you build a framework that offers timely and relevant content.

Event Branding

EVENT BRANDING

We can arrange for collateral, signage, speakers and production support at local events.

Branded Goods and Giveaways

BRAND GOODS AND GIVEAWAYS

We will help you identify the right branded goods for your audience that will build excitement and brand affinity.

Get started

We encourage you to connect with your Society Relations Manager to begin building the brand in your local market. Here's how to get started.

1

Consult

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

2

Plan

Develop a strategic marketing plan tailored to your society’s strategic priorities and request funding.

3

Execute

CFA Society and CFA Institute execute your society’s plan to reach targeted audiences, goals, and outcomes.

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

CFA Society to 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 build brand locally.

Communication Learning Resources

Learn how to strategically use communication channels to engage audiences.

Brand Resources

Access resources to support your brand building efforts.

Shareable content to engage audiences

Read and share social content with key audiences.

Global Brand Campaigns

Our global brand building efforts are critical to delivering member value.

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