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CFA Insitute CFA Connexions

BUILDING SOCIETY EXCELLENCE

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  • Home
  • Archive
  • Strategic Focus
    • Advocacy
    • Building Brand
    • Member Value
    • Outreach
    • Society Management
  • Resources
    • Society Resources
    • Shareable Social Content
    • Society Center
  • Calendar
  • Societies 2.0
  • Submit content
  • CFA Society® Community Content

Society Business Planning

Strategic planning and budgeting timelines

  • Our Strategy
  • Society Management
  • Empowering Societies
  • Governance and Operating Framework
  • Society Business Planning

Business planning promotes an enhanced culture of governance over finances by societies. The process encourages strategic planning and budgeting to be done prior to the end of the member year (the fiscal year end for approximately two-thirds of societies).


Empowered incoming boards to execute on plans

New boards beginning their terms in July will have their business plans for the year in place, having been developed and approved by their previous administrations. The new board’s role is to execute on that plan and to prepare their successors’ budgets and business plans.


Better intelligence gathering

CFA Institute requests that each local society submits an annual business plan and budget for the upcoming fiscal year to enable us to focus resources and support common objectives and planned activities. This year, there is an updated, streamlined process for collecting information related to annual business planning and operational funding requirements.

  • FY21 Annual Business Planning Process and Operational Funding Requirements

Planning Cycle

  • XL Meeting
  • SPAC Meeting
  • Board of Govenors
  • CFA Institute
  • CFA® Societies
  • CFA Institute + CFA® Societies
Future State Planning Cycle: FY20+

CFA Institute budgeting is informed by joint planning and budgeting.

Business plans developed and submitted prior to the beginning of the year.

Societies receive funding aligned to their business plan

CFA Institute and CFA Societies aligned for a successful year

CFA Institute BOG meeting

CFA Institute BOG meeting

Approve CFA Institute Annual Budget

CFA Institute BOG meeting

*Submitted using FY21 process

Society Funding

Learn how operational, project, and brand funding for societies is determined and distributed.

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.

Society Management Resources

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

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