Resources

Building Brand

Updated CFA Society Brand Guidelines

Our CFA Institute brand guidelines have been updated to help societies with day-to-day activities and marketing efforts across a number of different media and platforms. The updated brand guidelines also expanded to include guidance on videos, social media, and more. 

Log in to Society Center to view the brand guidelines PDF and instructional videos. Please become familiar with the guidelines and distribute them to any designers you may use to ensure our brand is consistently applied. 

Building Brand

GIPS 2020 Society Toolkit

Log in to Society Center to access a toolkit featuring assets to support your promotional efforts for the 24th Annual GIPS Standards Virtual Conference, scheduled for 27 to 29 October 2020.

Building Brand

Women in Investment Management Virtual Conference Society Toolkit

Log in to Society Center to access a toolkit featuring assets that will support your promotional efforts for Women in Investment Management: Access to Success in a Changing Industry, taking place on 14 and 15 October 2020.

Building Brand

Social Media Tiles for Your Virtual Events

Six social media tiles have been created that the CFA Society^® community can use when promoting virtual events (including webinars, podcasts, virtual meetings and networking opportunities). Log in to Society Center to access these resources.

Building Brand

African Capital Markets Toolkit

To better enable societies to promote the report to its key stakeholders, CFA Institute has prepared a series of tools and marketing assets, such as website content and guidance, e-mail banner and signature, PowerPoint slides for events, and social media posts.

Building Brand

Shareable social content

Share pre-curated content in one-click.

Building Brand

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.

Building Brand

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.

Building Brand

Learning Resource: Branding In Action

Protecting and properly using our brand.

Building Brand

Learning Resource: Media Relations

Working with media to build brand.

Building Brand

Learning Resource: Social Media

How to use social media to engage with your audiences and achieve our shared business goals.

Building Brand

Learning Resource: Email

How to use email strategically to reach your society goals

Building Brand

Let’s Measure Up Toolkit

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

Building Brand

Let's Measure up campaign production guidelines

Guidance on how to correctly use and communicate our Let's Measure Up brand identity.

Building Brand

Personalised CFA Society branded templates

Personalised brand assets for your society including logo, pull-up banners and more.

Building Brand

CFA Institute Store

The CFA Institute Store provides a wide array of items that can be branded with your society logo in a range of quantities. 

Building Brand

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.

Building Brand

The Right Question Website

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

Building Brand

CFA Institute Events

Upcoming CFA Institute conferences, webinars, seminars and more.