Society Management

Here, you can find the tools and resources you need to successfully launch, operate, and manage your society. Plus, learn how to connect with CFA Institute and the councils that serve you.

Strategic goals

Grow global relevance, extend local reach
Societies 2.0: Technology
Societies 2.0: Shared outreach and advocacy
Societies 2.0: Society operational support
Societies 2.0: Professional staffing

Quick links

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View Principles of Partnership and Operating Framework
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Start my society's business planning
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Read and share latest society management news
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View Society Activity Calendar
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Access Society Management resources
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Access training tools and resources

Empowering Societies

Tools and resources to effectively manage and operate your society.

Connecting Societies

Numerous ways to connect with CFA Institute for strategy, support and resources.

Governance and Operating Framework

Successfully governing your society.

Society Management Resources

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

Society Activity Calendar

Important activities impacting CFA Societies.