Resources

Outreach

Candidate Communications Interactive Flowchart

CFA Institute has created an interactive flowchart to give society leaders and society staff visibility into the routine communications registered candidates are receiving from CFA Institute. Log in to Society Center to learn more about this new resource and to view the interactive flowchart.

This tool is intended internal use by CFA Institute staff and CFA Society leaders only. Please do not distribute to candidates or other individuals outside of your organization.

Outreach

FAQs on CFA Exam Updates Page

We have adjusted our CFA Exam Updates page to reflect more comprehensive, easy-to-reference information to support candidates through registration, scheduling, and seating. The page also contains information about rescheduling, deferrals, cancellations, and refunds.

Outreach

University-Leapfrog Social Posts and Tiles

To support your outreach for students to take advantage of the CFA Program while in their second-to-last year of university, we encourage you to post the provided copy and graphics to your social channels.

Outreach

Margaret Franklin, CFA, Video Address to Candidates

We encourage you to view and share a recorded video message from CFA Institute president and CEO, Margaret Franklin, CFA, in which she acknowledges the challenges candidates are facing and explains the measures CFA Institute is taking to accommodate candidates' needs.

Outreach

Nicsa Collaboration

As the leading global association in the investment profession, CFA Institute continues to seek avenues to connect more broadly across the investment management industry. One way we do this is by partnering with relevant organizations across the industry to extend the reach of our programs. Most recently, we formed a collaboration with Nicsa, a trade association connecting all facets of the global asset management industry, to generate awareness about the CIPM and Investment Foundations Programs. Nicsa members have access to readings from both programs, as well as a discount on the CIPM Program. For opportunities to partner with Nicsa members in your area, check their member directory.

Outreach

Podcasting for Societies

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.

Outreach

Updated 2020–2021 Society Renewal Toolkit

To accommodate our COVID-19 response, CFA Institute will now begin our member renewal email campaign in late May. We recommend societies begin renewal campaigns no earlier than mid-June. Use these resources, including a toolkit, timeline, and digital assets, to support renewal efforts.

Outreach

CFA Program Candidate Communications

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.

Outreach

APAC CareerCast

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.

Outreach

Professionalising Financial Advice

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.

Outreach

Dual-Class Shares Toolkit

DUAL-CLASS SHARES: THE GOOD, THE BAD AND THE UGLY is a comprehensive report exploring the long-running, hotly debated
topic of dual-class shares (DCS), which is causing ripples in the market due to its recent emergence in Asia-Pacific.

Outreach

Shareable social content

Share pre-curated content in one-click.

Outreach

Global Ethics Day Social Media Toolkit

Support Global Ethics Day, the third Wednesday in October, by taking part in our global social media campaign running throughout the month. This toolkit includes a campaign look book and instructions to create your own society-branded posts.

Outreach

Ethics Business Card

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.

Outreach

Learning Resource: Media Relations

Working with media to build brand.

Outreach

Investment Professional of the Future Toolkit

Resources to utilize and promote the Investment Professional of the Future report, including a dedicated microsite, digital marketing assets and event materials.

Outreach

CFA Institute Research Challenge Video

Download our video and use it to promote the CFA Institute Research Challenge in your local market.

Outreach

CFA Institute Code of Ethics

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)

Outreach

Society Outreach Resources: CFA^® Program Refresher Readings

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.

Outreach

Let’s Measure Up Toolkit

This toolkit outlines the wide range of templates you can access through Society Brand Activation.

Outreach

Financial Analysts Journal

Leading practitioner journal in the investment management community.

Outreach

Future of Finance

Thought leadership to help shape a more trustworthy, forward-thinking investment profession.

Outreach

CFA Institute Research Foundation

Independent, high-quality research that helps investment professionals fulfill their duties with prudence, loyalty, and care.

Outreach

Enterprising Investor

This blog, for investment professionals by investment professionals, features thoughtful analysis of current issues in finance and investing.

Outreach

Putting Investors First Toolkit

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.

Outreach

Women in Investment Management

The Women in Investment Management initiative is focused on improving investor outcomes by encouraging diversity in the investment management profession globally.

Outreach

New Charterholder Welcome Experience Toolkit

A toolkit to support how new charterholders are welcomed to your society. 

Outreach

Membership Renewal Toolkit

A toolkit to support the global member renewal campaign, including key dates, target segments,  society assets and suggested messaging.

Outreach

Career Center

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.

Outreach

Working With Institutions: Introduction to CFA Institute and your Society

A customisable powerpoint template you can use to engage with institutions.

Outreach

Advancing the Investment Management Profession

An overview of how we work with institutions to advance the investment management profession. 

Outreach

Building Institutional Relationships

A short guide to building institutional relationships including how you can demonstrate the value that CFA Institute and your society offers.

Outreach

CFA Program Scholarships

We offer CFA Program Scholarships as part of our commitment to promoting the highest standards of ethics, education, and professional excellence.

Outreach

Professional Conduct Program

The Professional Conduct Program administers the disciplinary process for CFA Institute.

Outreach

Asset Manager Code

A voluntary code of conduct that helps asset managers practice ethical principles that put client interests first.

Outreach

GIPS Standards

A set of standardized, industry-wide ethical principles that guide investment firms on how to calculate and present their investment results to prospective clients.

Outreach

Giving Voice To Values Program

Giving Voice to Values (GVV) is an innovative approach to values-driven leadership development pioneered by Dr. Mary C. Gentile.

Outreach

Ethics Challenge Marketing Toolkit

A toolkit to support the annual Ethics Challenge, including target segments, suggested messaging, and society assets.

Outreach

Let’s Measure Up Website

The website for our global brand campaign highlighting the value CFA charterholders bring to the industry to drive demand for them.

Outreach

The Right Question Website

The website for our global brand campaign promoting CFA charterholders as the premier choice for wealth management.

Outreach

Advocacy Comment Letters

CFA Institute responses to current issues and proposed regulations and legislation related to ethical conduct, professional standards, and integrity in global capital markets.

Outreach

Advocacy Positions

CFA Institute's position on various topics affecting the profession such as Financial Reporting Requirements & Issues, Market Structure, Regulations and more.

Outreach

Global passport program

The Global Passport Program allows members of participating CFA Societies to attend other societies' events at the local member price.

Outreach

Research Challenge Local Host Templates and Resources

Templates, documents, and information for organizers of the CFA Institute Research Challenge at the local level.

Outreach

Ethics Training and Trainers

Get access to ethics training and trainers by region who can deliver content from CFA Institute.

Outreach

CFA^® Program Refresher Readings

The latest CFA^® Program curriculum updates and Refresher Readings to help CFA charterholders revisit or relearn certain concepts.

Outreach

CFA Institute Asia-Pacific Research Exchange (ARX)

An interactive platform, focused on the APAC region, for participants to share expertise and insight, learn about subjects of interest, and engage others.

Outreach

CFA Institute Events

Upcoming CFA Institute conferences, webinars, seminars and more.