Society Activity Calendar

December 2019CFA Program: December Level I Exam & Society Post-Exam Day Events

Societies hold events for local candidate’s post-exam

December 2019Connexions Theme: Environmental, Social and Governance (ESG)

01 December 2019All 2020 Access Scholarships applicants notified of award/non-awards

05 - 06 December 2019XL Societies Executive Directors Meeting

New York, United States

09 December 2019EMEA Society Staff Call

11 am GMT
Zoom Meeting
Click here to register.

11 December 2019Middle East Investment Conference (MEIC)

Saudi Arabia

January 2020CFA Program: Registration Opens for Level I December 2020 Exam

January 2020Annual Society Satisfaction Survey Begins

Society to be provided a unique link for completion

09 January 202010th India Investment Conference

Mumbai, India

30 - 31 January 2020XL Executive Directors & Presidents Meetings

London, United Kingdom

30 January 2020APAC Society Staff Call

(University Relations New Toolkit) 12noon HKT Zoom Meeting

09 February 2020Society Partnership Advisory Council Meeting

Tokyo, Japan

27 February 2020APAC Society Staff Call

(Scholarships) 12noon HKT Zoom Meeting

March 2020Annual CFA Institute Member Survey Launch

March 2020Annual Society Satisfaction Survey Results

2019 results from societies shared

March 2020Access Scholarships: Submission Deadline

March 2020Dues and FX Rates Released

Societies confirm dues rate and FX rate (if applicable) for upcoming membership year

March 2020CFA Program: Final Registration Deadline for Level I, II and III June 2020 Exam

March 2020CIPM Program: Registration Opens for September 2020 Exam

March 20202020 Presidents Council Elections Begin

Society Presidents to elect future PCRs

01 March 2020Society Excellence and Volunteer of the Year Submissions Begin

Societies to submit nominations by 1 March

11 March 2020CFA Program: Final Registration Deadline for June 2020 Exam

Level I, II and III

25 - 26 March 2020GIPS Standards Interactive Workshop

Seattle, WA, USA

25 - 26 March 2020Wealth Management 2020

Seattle, WA, USA

26 March 2020APAC Society Staff Call

(Membership Recruitment and Renewals) 12noon HKT Zoom Meeting

April 2020Annual CFA Institute Member Survey Results

April 2020Member Renewal Opens

April 2020Research Challenge: Regional and Global Finals

May 20202020 Presidents Council Election Results

Announcement of elected PCRs

13 May 2020XL Societies Executive Directors Meeting

Atlanta, Georgia

14 - 16 May 2020Global CFA Society Leadership Conference (SLC)

Atlanta, Georgia

16 May 2020Society Partnership Advisory Council Meeting

Atlanta, Georgia

17 - 20 May 202073rd CFA Institute Annual Conference

Atlanta, Georgia

June 2020CFA Program: June 2020 Exam & Society Post-Exam Day Events

Level I, II and III

June 2020Society AGM: Board Voting and Confirmations

June 2020Annual Business Plan Submissions

Societies submit upcoming year’s Annual Plan via the SMSS

04 - 05 June 2020Society Advocacy Workshop – APAC

Bangkok, Thailand

16 - 18 June 2020EMEA GIPS Standards Conference

Amsterdam, Netherlands

17 - 19 June 2020Society Advocacy Workshop – Americas

Charlottesville

18 - 19 June 2020APAC Society Staff Training

Hong Kong SAR

16 July 2020Society Partnership Advisory Council Meeting

Paris, France

20 - 23 July 2020CFA Institute Seminar for Global Investors

Chicago, IL, USA

17 - 18 September 2020Women in Investment Management

San Diego, CA, USA

30 September 2020XL Societies Executive Directors Meeting

Vienna, Austria

01 - 03 October 2020CFA Society Leadership Conference (SLC) – EMEA

Vienna, Austria

08 October 2020APAC Society Staff Training

Kuala Lumpur, Malaysia

09 - 11 October 2020CFA Society Leadership Conference (SLC) – APAC

Kuala Lumpur, Malaysia

15 - 16 October 2020Fixed Income Management 2020

Boston, MA

28 - 29 October 202024th Annual GIPS Standards Conference

Chicago, IL, USA

29 - 30 October 2020CFA Society Leadership Conference (SLC) – Americas

Boston, Massachusetts

12 - 13 November 2020Equity Research and Valuation 2020

New York, NY, USA

03 - 04 December 2020XL Societies Executive Directors Meeting

New York, United States