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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: 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 engage key audiences and build connections within our industry to help us advance our mission.
Access resources to support and strengthen your society’s outreach efforts.
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The relationships we build with our audiences are invaluable.
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