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BUILDING SOCIETY EXCELLENCE
Whether you are starting your first term as a society volunteer, were just hired as society staff, or are starting a new role at your society, we have a wealth of online and in-person training resources to aid you in this transition.
Check out the training and learning resources below available to support your success:
Training ResourcesSupporting you and your society’s developmentIn personCFA Society Leadership ConferenceConnect with other society leaders, share experiences, and develop your skills through practical training and peer-to-peer learning.In personSociety Staff TrainingPractical in person training events to support board members and society staff, and facilitate the sharing of best practices through our society network.OnlineGovernanceThese courses are intended for new board members or a returning leader in a new role. Log in requiredOnlineAdvocacyLearn the value of advocacy and your society’s role. Log in requiredOnlineSociety Leader OrientationThis self-paced, online course provides Society Leaders an overview of CFA Institute and key functions of a society. Log in requiredOnlineBusiness skillsDiscover and develop new career and business skills that will support your success. Log in requiredOnlineSocial MediaHow to build an engaging social media presence.OnlineEmailHow to use email campaigns strategically to reach your society goals.OnlineMediaHow to work with media to build brand.OnlineBranding in ActionProtecting and properly using our brand.OnlineVideoBest practice video techniques to engage your audiences.
In person
Connect with other society leaders, share experiences, and develop your skills through practical training and peer-to-peer learning.
Practical in person training events to support board members and society staff, and facilitate the sharing of best practices through our society network.
Online
These courses are intended for new board members or a returning leader in a new role.
Log in required
Learn the value of advocacy and your society’s role.
This self-paced, online course provides Society Leaders an overview of CFA Institute and key functions of a society.
Discover and develop new career and business skills that will support your success.
How to build an engaging social media presence.
How to use email campaigns strategically to reach your society goals.
How to work with media to build brand.
Protecting and properly using our brand.
Best practice video techniques to engage your audiences.
Tools and resources to effectively manage and operate your society.
Numerous ways to connect with CFA Institute for strategy, support and resources.
Successfully governing 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.