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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

Delivering Member Value

Serving our members for the ultimate benefit of society

  • Our Strategy
  • Member Value
  • Delivering Member Value

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

  • Holding educational or networking events
  • Local brand building
  • Promoting ethics, research and thought leadership content
  • Local advocacy
  • Institutional outreach
  • University outreach
  • Continuing Professional Development
  • Members App
  • Ethics Training
  • CFA® Program Refresher Readings
  • CFA Institute Asia-Pacific Research Exchange
  • CIPM® Program
  • CFA Institute Conferences
  • Enterprising Investor Blog
  • Financial Analysts Journal
  • CFA Institute Research Foundation
  • CFA Institute Career Center
  • Volunteer Experience
  • Marketing Resources for CFA Charterholders


    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.

    1

    Consult

    Consult with your Society Relations Manager to define Delivering Member Value 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.

    Member Value Resources

    Access resources to support and strengthen your society’s efforts.

    Research

    Find out about our latest and future research initiatives.

    Ethics & Industry Standards

    Learn how your society can engage audiences with ethics.

    Society Success Stories

    See how CFA Societies deliver member value locally.

    Member Value Shareable Content

    Read and share member value social content with members.

    Global Passport Program

    Enhance local member benefits through shared programming

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