Society Operating Model

Through our Society Operating Model, we aim to leverage the connectivity of our global network, prioritize and share resources more efficiently, focus the efforts of both the CFA Society network and CFA Institute, and better meet the areas of greatest potential and greatest need in pursuit of our mission and strategy.

Three central themes guide our direction:

Impact: Making decisions through a strategic lens, based in data, with a view toward relative impact
Differentiation: A recognition that markets are unique and may require a differentiated approach to how we service and prioritize them and their respective societies
Community: Fostering connectivity and community to optimize the network and grow and modernize the member experience

The Society Operating Model will help CFA Institute prioritize and invest more strategically, leverage data and insights to make decisions, build and enhance our community, integrate our technology platforms, and create more consistency in how we govern.