Professional Learning features prominently in the new CFA Institute strategy. By working with the CFA Society® community on learning products, we hope to ensure a clear and coordinated structure and approach to meeting the learning needs of our diverse global audience.
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Here we have provided some guidance about how we will collaborate on learning products, as well as reminders related to use of the CFA Institute brand. The aim is to develop approaches that ensure we all operate with mutual support and coordination.
Certification Framework
After consulting with the CFA Society network, we are developing a framework for your society to use when you are considering creating and/or delivering a learning product or service with some form of validation or accreditation (e.g., qualifications).
We are working with input from key internal stakeholders, PCRs, society leaders, and our colleagues at Boston Consulting Group to develop this operating model, which will be shared over the coming months.
As an interim guideline, we would now like to introduce the following two-step process:
1. At the earliest opportunity, please inform your Society Relationship Manager of your plans to develop any qualifications or certificates.
This includes:
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topical learning products that might be globally relevant,
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local products that meet regulatory requirements, and
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products or programs for which you plan to partner with third parties, such as universities or other associations.
Early communication will help us ensure that together, we can collaborate; identify and manage risks; adhere to brand guidelines; develop product titles; and take any other necessary steps before you finalize your plans.
Be alert to your responsibilities to uphold the brand as indicated in the Master Society License Agreement (MSLA). These are particularly relevant as certificates are being developed, both by your society and in collaboration with third parties, to avoid brand confusion with the CFA® Program that could arise. Please note the following points:
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Where a third party is developing a certificate with or for a society, it cannot incorporate any CFA Institute trademarks (including CFA Society), nor use the pinwheel, without written consent from CFA Institute.
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The Licensed Marks may not be merged with any other trademark, service mark, design or other wording (co-branding is acceptable) without the prior written approval of CFA Institute. This is especially important when considering the titling of any certificate.
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2. The Regional Society Relations and Professional Learning teams will then discuss the proposal with the society to provide any necessary support, advice, and direction.
In some cases, a society learning proposal for certification products may require further discussion, review, or support from the Leadership Team at CFA Institute. This may include instances where funding, marketing, or content support is being requested or in cases where a proposed certificate may be strategically relevant to the wider CFA Institute credentialing strategy and portfolio.
Sharing Our Professional Learning Ideas
To share Professional Learning ideas, a platform is currently in development that will feature the highest quality, relevant, and unique learning content that meets the educational and development needs of our members and clients. We are working to develop the governance and business models that will enable this global experience.
In the interim, because our global society network may be producing content or events on similar topics or featuring similar speakers, we run the risk of content overlap and scheduling conflicts, especially when combined with similar CFA Institute educational programming.
To avoid such conflicts, minimize duplicative efforts, and reduce unnecessary costs, please continue to share what you are doing locally and access what other societies are offering on Connexions. Virtual events from CFA Institute are available on our enterprise website. We encourage you to leverage and promote upcoming events from across our network to your members and other stakeholders.
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