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BUILDING SOCIETY EXCELLENCE
Tools and resources you need to successfully govern your society, including how we will work together collaboratively under Societies 2.0.
Our Principles of Partnership and Operating Framework outline the relationship between CFA Institute and CFA Societies, and how we work together to achieve the Societies 2.0 vision.
Business planning promotes an enhanced culture of governance over finances by societies.
As society membership grows and candidate numbers increase, society funding follows. Societies can pursue operational, project, and brand funding from CFA Institute.
The CFA Institute Society Engagement Framework aims to provide guidance to CFA Institute staff on how they should consult with societies, and to inform societies of how they should expect to be involved in planning and decision-making.
A how-to guide to effectively launch and promote your new society.
Numerous ways to connect with CFA Institute for strategy, support and resources.
We have a wealth of online and in-person training resources to aid you.
Tools and resources to effectively manage and operate your society.
Access society management resources to support and strengthen your society’s efforts.
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This material is provided for informational purposes only and may not be used in any commercial manner without prior written permission from CFA Institute. © 2024 CFA Institute. All Rights Reserved.