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BUILDING SOCIETY EXCELLENCE
Definition: Core CFA Institute Members / Total Investment Professionals
“Core” is defined in the strategic plan as practitioners employed in functional roles that meet the experiential requirements for the CFA charter.
Definition: Total annual CFA Program candidates employed in core job roles
Definition: Total annual Investment Foundations administrations
Definition: Total annual CIPM administrations
Definition: Percent of the world’s population that is reasonably served by CFA Program testing sites
Definition: Number of unaffiliated CFA Institute members / total CFA Institute members
Definition: % of Societies responding with a 4 or 5 on scale of 1 to 5 to the question, “How satisfied are you with the current partnership between your society and CFA Institute?"
Definition: NPS is a standardized measure of customer loyalty and follows from the question, “How likely is it that you would recommend membership in CFA Institute to a friend or colleague?” (Scale: 0=Not at all likely, 5=Neutral, 10=Extremely likely)
Definition: NPS is a standardized measure of customer loyalty and follows from the question, “How likely is it that you would recommend membership in your CFA society to a friend or colleague?” (Scale: 0=Not at all likely, 5=Neutral, 10=Extremely likely)
Definition: The % of CFA Institute members at the end of the prior member year that renewed their membership for the current year.
Definition: The % of CFA society members at the end of the prior member year that renewed their membership for the current year
Definition: Waiver of regulatory requirements for candidates that have passed a credentialing exam or members that hold the CFA charter
Definition: Number of top 100 global asset managers that pay in full or in part for CFA Institute membership dues for their employees
Definition: Top of mind unaided brand awareness as defined by an independent brand assessment firm (Currently Kantar MillwardBrown)
Definition: % of total members that attest that they have met the annual requirements of the voluntary continuing education program
Definition: % of members that rate their satisfaction as a 5, 6, or 7 on a scale of 1-7 averaged across the four advocacy areas (promoting standards, influencing regulators on market structure, fairness and transparency, influencing regulators and practitioners on investor protection rules and practices, and developing research and commentary on investment management culture, structure and trends.)
Definition: Achieving engagement on targeted advocacy topics as guided by regional advisory councils
Definition: Achieving membership on targeted advocacy committees as guided by regional advisory councils
Definition: For advocacy and FoF priorities (as confirmed by regional advisory councils), securing quality media coverage is important to raising awareness and impacting the marketplace. “Quality” in this sense is a combination of factors such as type of platform and reach as assessed by a third party firm
Definition: Number of top global asset management firms (Source: Cerulli Associates) registering GIPS Standards compliance annually and AMC adoption
How we equip and support our members to better serve clients and accelerate their professional success.
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