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BUILDING SOCIETY EXCELLENCE
Member Value
Refer to this factsheet about the Pension Trustee Education Program that includes resources your society can use to engage pension plan trustees in their local markets.
PDF
See the latest insights on investment management practice, thought leadership, and independent research on current issues in this brochure promoting recently released content from the Financial Analysts Journal®, CFA Institute Research Foundation, Future of Finance, and Enterprising Investor.
The University Relations Handbook brings you an overview of the University Affiliation Program and highlights its offerings, including scholarships, ethics education, research publications, career support, and more.
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.
Professional Conduct Program Fact Sheet (includes guidance on how to respond to media inquiries).
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)
A directory of more than 125 speakers who have expressed an interest in society speaking engagements.
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)
The CFA Institute Ethics Learning Lab provides access to the Ethical Decision-Making course, the Giving Voice to Values program, and other ethics education resources.
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.
Fueled by data collected from the 2019 CFA Institute Compensation Study, in early October, CFA Institute is delivering access to the results through an interactive dashboard and executive report to our members.
The society toolkit includes:
PowerPoint holding slide; Animated and static web banners; Email banners and email template; Poster; Pull-up banner; Social media images for Facebook, LinkedIn, Twitter, and Instagram and sample copy; Hero image for society website; Guide on how to use the toolkit.
Share pre-curated content in one-click.
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 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.
PDF (log-in required)
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.
The Professional Conduct Program administers the disciplinary process for CFA Institute.
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.
The Global Passport Program allows members of participating CFA Societies to attend other societies' events at the local member price.
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.
Search our global community of investment professionals.
Upcoming CFA Institute conferences, webinars, seminars and more.
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