Our members manage trillions of dollars of wealth on behalf of investors around the world and this comes with great responsibility and duty. We serve our members by delivering value that ensures they remain the most trusted and respected investment professionals globally, for the ultimate benefit of society.
To achieve our shared goals, we encourage our societies to:
- Learn how our products and resources help members maximize their current and future success in the profession
- Determine how to educate and connect members in your local market with the products and opportunities that will provide them with the greatest member value and those that best fit your capabilities and resources
Intiatives to consider as part of your Member Value strategy
Through the Societies 2.0 initiative, our members receive the full spectrum of benefits through the interface of their local society. There will be differences based on a society’s size, resources, and local market, but every society can help deliver member value locally and maximize our collective global impact. Consider your members' needs and overall strategy when deciding on key initiatives to drive value.
New, smaller and emerging societies may choose to start with basic member value initiatives such as local brand building, promoting CFA Institute content, and holding networking events. Once the basic initiatives are in place, societies may work through our various product offerings and opportunities to deliver greater member value.
Member value tools, resources and idea starters
Get started
We encourage you to connect with your Society Relations Manager to begin delivering member value in your local market. Here's how to get started.