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

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 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

The Hong Kong Society of Financial Analysts Ltd.

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

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

MEDIA AND ADVERTISING STRATEGY

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

Public relations

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

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

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

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

Audience experience

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

CONTENT DEVELOPMENT

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

EVENT BRANDING

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

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.

Consult

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

Plan

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

Execute

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

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.

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.

Building Brand Locally

Society brand activation in action

Market Planning

MEDIA AND ADVERTISING STRATEGY

Public relations

Digital presence

SOCIAL MEDIA STRATEGY

WEB EXPERIENCE

Audience experience

CONTENT DEVELOPMENT

EVENT BRANDING

BRAND GOODS AND GIVEAWAYS

Society Success Stories

Communication Learning Resources

Brand Resources

Shareable content to engage audiences

Global Brand Campaigns