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BUILDING SOCIETY EXCELLENCE
To achieve the Societies 2.0 vision, local societies are the primary vehicle to deliver value to our members across the globe. Here, you’ll find the resources you need to successfully operate and manage your society and deliver the full range of benefits to members in your market.
Guidance and resources to successfully launch, operate, and manage your society – how we will work together to achieve the Societies 2.0 vision, annual business planning cycle, society funding and more.
Access online and in-person training as well as learning resources to support you and your society.
Learn about Global and Regional Society Leadership Conferences and events and why your society’s leaders should attend.
As part of Societies 2.0, we are working to provide societies with an integrated technology system that enables delivery of a superior, seamless experience to our members.
Operational, administrative, and project management services for small, medium, and emerging societies.
View society training opportunities
Access tools and resources to support society success
Start my society's business planning
Learn about society funding
Establish a new society
View Society Activity Calendar
Share social content with members
Numerous ways to connect with CFA Institute for strategy, support and resources.
Successfully governing your society.
We have a wealth of online and in-person training resources to aid you.
Access society management resources to support and strengthen your society’s efforts.
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