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BUILDING SOCIETY EXCELLENCE

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Member Value

Strategic goals

  • Our Strategy
  • Member Value
  • Strategic Goals

Grow Global Relevance, Extend Local Reach

Increase core member market penetration

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. 

CFA program employed core candidates

Definition: Total annual CFA Program candidates employed in core job roles 

“Core” is defined in the strategic plan as practitioners employed in functional roles that meet the experiential requirements for the CFA charter. 

Grow Investment Foundations Volume

Definition: Total annual Investment Foundations administrations 

Grow CIPM administration volume

Definition: Total annual CIPM administrations 

Increase test center services accessibility

Definition: Percent of the world’s population that is reasonably served by CFA Program testing sites 

Reduce society membership gap

Definition: Number of unaffiliated CFA Institute members / total CFA Institute members 

Increase society partnership satisfaction

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?" 

Deliver Member Value

Increase CFA Institute membership Net Promoter Score (NPS)

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)

Increase CFA Society membership Net Promoter Score (NPS)

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) 

Increase CFA system membership retention – CFA Institute

Definition: The % of CFA Institute members at the end of the prior member year that renewed their membership for the current year.

Increase CFA system membership retention – CFA Society

Definition: The % of CFA society members at the end of the prior member year that renewed their membership for the current year 

Advance Professionalism and Professional Recognition

Achieve regulator recognition

Definition: Waiver of regulatory requirements for candidates that have passed a credentialing exam or members that hold the CFA charter

Increase membership support of top 100 global asset managers

Definition: Number of top 100 global asset managers that pay in full or in part for CFA Institute membership dues for their employees 

Increase unaided top of mind brand awareness

Definition: Top of mind unaided brand awareness as defined by an independent brand assessment firm (Currently Kantar MillwardBrown) 

Increase member voluntary CE attestation

Definition: % of total members that attest that they have met the annual requirements of the voluntary continuing education program 

Build Market Integrity to Benefit Society

Increase member satisfaction advocacy impact

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.) 

Achieve targeted advocacy engagements – society events

Definition: Achieving engagement on targeted advocacy topics as guided by regional advisory councils 

Achieve targeted advocacy engagements – regulator

Definition: Achieving engagement on targeted advocacy topics as guided by regional advisory councils 

Achieve targeted advocacy engagements – industry

Definition: Achieving engagement on targeted advocacy topics as guided by regional advisory councils 

Achieve membership on targeted advocacy committees

Definition: Achieving membership on targeted advocacy committees as guided by regional advisory councils 

Increase advocacy and FOF media volume

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 

Increase adoption of GIPS

Definition: Number of top global asset management firms (Source: Cerulli Associates) registering GIPS Standards compliance annually and AMC adoption

Societies 2.0: Shared Outreach and Advocacy

Shared outreach and advocacy

  • Develop society advocacy vision
  • Develop society advocacy framework
  • Provide necessary resources (human, financial, tools, etc.)
  • Develop robust training programs
  • Increase society leader and member awareness

  • View all strategic goals

Member Value

How we equip and support our members to better serve clients and accelerate their professional success.

Delivering Member Value

Learn how your society can deliver value local and help to maximize our collective global impact.

Society Success Stories

See how CFA Societies deliver member value locally.

Member Value Shareable Content

Read and share member value social content with members.

Member Value Resources

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

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