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BUILDING SOCIETY EXCELLENCE
Outreach
This is a studio recorded version of a popular session from the 2019 Global SLC. In this video, Lauren Foster, content director at CFA Institute, provides societies with instructions and best practices for creating a podcast.
Video
The global member renewal campaign launches in early May and is live through early September. Use these resources, including a toolkit, timeline, and digital assets, to support renewal efforts.
PDF (log-in required)
CFA® Program candidates receive a series of emails from CFA Institute to help support them through the exam and results process. Use these flowcharts that represent the email content and timing for each active exam cycle to see how and when we are communicating with our CFA Program candidates.
Link
APAC CareerCast by CFA Institute delivers career-focused insights direct from employers who discuss the employment outlook for their industry and function, the competencies they look for and advice on career development.
Professionalising Financial Advice is a report containing policy recommendations from CFA Institute and CFA Societies Australia to rebuild consumer trust and confidence in the Australian investment industry.
PDF
DUAL-CLASS SHARES: THE GOOD, THE BAD AND THE UGLY is a comprehensive report exploring the long-running, hotly debatedtopic of dual-class shares (DCS), which is causing ripples in the market due to its recent emergence in Asia-Pacific.
Resources to utilize and promote the Investment Professional of the Future report, including a dedicated microsite, digital marketing assets and event materials.
Link (log-in required)
Download our video and use it to promote the CFA Institute Research Challenge in your local market.
A printable copy of the CFA Institute Code of Ethics that can be used a visual reminder of a CFA® charterholders commitment to uphold the highest standards of ethics and professionalism. (A4 and US letter)
Resources to support your local member outreach campaign for Refresher Readings and CFA® Program curriculum updates. Includes suggested email copy, website copy and display banner.
Support Global Ethics Day on 16 October 2019 by taking part in our global social media campaign. This toolkit includes a campaign look book and instructions to create your own society-branded posts.
This customizable business card template includes text that serves as a reminder of your commitment to the highest standards of ethics and professionalism – the CFA Institute Code of Ethics and Standards of Professional Conduct.
Working with media to build brand.
Learning Resource
Share pre-curated content in one-click.
This toolkit outlines the wide range of templates you can access through Society Brand Activation.
Leading practitioner journal in the investment management community.
Thought leadership to help shape a more trustworthy, forward-thinking investment profession.
Independent, high-quality research that helps investment professionals fulfill their duties with prudence, loyalty, and care.
This blog, for investment professionals by investment professionals, features thoughtful analysis of current issues in finance and investing.
The Putting Investors First initiative is an awareness campaign that highlights the importance of investor rights and encourages investment professionals across the globe to better serve and protect investors.
The Women in Investment Management initiative is focused on improving investor outcomes by encouraging diversity in the investment management profession globally.
A toolkit to support how new charterholders are welcomed to your society.
A toolkit to support the global member renewal campaign, including key dates, target segments, society assets and suggested messaging.
Mobile app for instant access to specialized resources investment professionals need.
The CFA Institute Career Center provides exclusive access to CFA® charterholders, CFA Institute members, and CFA Program candidates, with employers seeking top talent in the industry.
A customisable powerpoint template you can use to engage with institutions.
PPT (log-in required)
An overview of how we work with institutions to advance the investment management profession.
A short guide to building institutional relationships including how you can demonstrate the value that CFA Institute and your society offers.
We offer CFA Program Scholarships as part of our commitment to promoting the highest standards of ethics, education, and professional excellence.
The Professional Conduct Program administers the disciplinary process for CFA Institute.
A voluntary code of conduct that helps asset managers practice ethical principles that put client interests first.
A set of standardized, industry-wide ethical principles that guide investment firms on how to calculate and present their investment results to prospective clients.
Giving Voice to Values (GVV) is an innovative approach to values-driven leadership development pioneered by Dr. Mary C. Gentile.
A toolkit to support the annual Ethics Challenge, including target segments, suggested messaging, and society assets.
PPT
The website for our global brand campaign highlighting the value CFA charterholders bring to the industry to drive demand for them.
The website for our global brand campaign promoting CFA charterholders as the premier choice for wealth management.
CFA Institute responses to current issues and proposed regulations and legislation related to ethical conduct, professional standards, and integrity in global capital markets.
CFA Institute's position on various topics affecting the profession such as Financial Reporting Requirements & Issues, Market Structure, Regulations and more.
The Global Passport Program allows members of participating CFA Societies to attend other societies' events at the local member price.
Templates, documents, and information for organizers of the CFA Institute Research Challenge at the local level.
Get access to ethics training and trainers by region who can deliver content from CFA Institute.
The latest CFA® Program curriculum updates and Refresher Readings to help CFA charterholders revisit or relearn certain concepts.
An interactive platform, focused on the APAC region, for participants to share expertise and insight, learn about subjects of interest, and engage others.
Upcoming CFA Institute conferences, webinars, seminars and more.
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