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BUILDING SOCIETY EXCELLENCE
This Enterprising Investor blog post argues that throwing investors together on a panel does not naturally lead to a successful discussion. Read the post to discover four steps of preparation, five principles of execution, and more tips for how to get the best out of panel discussions at your next society event.
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The CFA Institute Store provides a wide array of items that can be branded with your society logo in a range of quantities.
Branded tools for new CFA Societies to help you build a presence in your local market. Contact your Society Relations Manager for customized assets.
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Access to downloadable guides, templates and toolkits to support your day-to-day operations.
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Visit Society Center (Society Management tile > HR Staffing & Support) for resources to support your society as you consider your staffing requirements.
Important deadlines, activities, and milestones for the CFA Society network.
Media releases issued by CFA societies must carry the appropriate boilerplate(s) to ensure that the purpose of CFA Institute and member societies is consistently conveyed in all markets. Download our latest templates and customize them for your society’s needs.
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.
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