Society Activity Calendar

01 March - 15 September 2019The 2020 Access Scholarship application submission period open

September 2019Research Challenges Begins

Competition promotions and recruitment of teams starts

September 2019CFA Program: Registration Opens for June 2020 Exam

Level I, II and III

September 2019New CFA Charterholder Recognition Events Begin

Societies start holding charterholder recognition events

11 September 2019CFA Program: Final Registration Deadline for Level I December 2019 Exam

Level I only

19 September - 31 October 20192020 Access Scholarship – Societies review applications and select scholarship recipients

19 September 2019Society Operational Training – APAC

Bali, Indonesia

20 - 21 September 2019CFA Society Leadership Conference (SLC) – APAC

Bali, Indonesia

26 September 2019Society Partnership Advisory Council Meeting

Charlottesville, Virginia

October 2019Access Scholarships: Society Review Deadline

October 2019Connexions Theme: Building market integrity to benefit society

01 October 2019CIPM Program: Registration Opens for March 2020 Exam

02 October 2019Society Operational Training – Americas

Austin, Texas

02 October 2019XL Societies Executive Directors Meeting

Austin, Texas

03 - 04 October 2019CFA Society Leadership Conference (SLC) – Americas

Austin, Texas

16 October 2019Society Operational Training – EMEA

Istanbul, Turkey

16 October 2019Global Ethics Day 2019

Support Global Ethics Day in your market

17 - 19 October 2019CFA Society Leadership Conference (SLC) – EMEA

Istanbul, Turkey

November 2019CIPM Program: Exam Results Released

Congratulate passers and support failed candidates

01 - 24 November 20192020 Access Scholarship – CFA Institute processes, awards, and notifies all applicants

25 - 26 November 2019European Investment Conference (EIC)

Madrid, Spain

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

11 December 2019Middle East Investment Conference (MEIC)

Saudi Arabia

January 2020Annual Society Satisfaction Survey Begins

Society to be provided a unique link for completion

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

30 - 31 January 2020XL Executive Directors & Presidents Meetings

London, United Kingdom

09 February 2020Society Partnership Advisory Council Meeting

Tokyo, Japan

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

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

17 - 19 June 2020Society Advocacy Workshop – Americas

Charlottesville

21 - 22 June 2020Society Advocacy Workshop – APAC

Hong Kong

16 July 2020Society Partnership Advisory Council Meeting

Paris, France

30 September 2020XL Societies Executive Directors Meeting

Vienna, Austria

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

Vienna, Austria

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

TBD

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

Boston, Massachusetts

03 - 04 December 2020XL Societies Executive Directors Meeting

New York, United States