In recent years, CFA Society Brazil has seen huge growth in its members and candidates and the Society has ambitious plans to further develop its infrastructure and deliver long-term member value. With CFA Institute funding, the Society is leasing office space in São Paulo, hiring an Executive Director, increasing the number of member events and communications and investing in advocacy.
Society management goals: Professional society staffing
Society operational priorities: Increasing demand for professionalism with influencers in Brazil is one of the Americas Region priorities for FY2016 – FY2020. This includes increasing brand awareness among employers and regulators, CFA Institute educational program registrations, and media outreach.
Outcome: In order to deliver these objectives, CFA Institute is supporting CFA Society Brazil with its Governance and Advocacy Committee Project. The “Governance” part of the project includes the Society hiring and training a part-time Executive Director, leasing and managing office space in São Paulo, where among other facilities is set up one student class for up to 35 students, to better serve the local financial community, and increasing engagement with candidates and members in Rio de Janeiro through outreach, events and communications. The Advocacy part of the project includes forming an advocacy committee and hiring an individual to lead advocacy initiatives in Brazil.
Impact: Felipe Nogueira, CFA, President, CFA Society Brazil said, “With funding and support from CFA Institute, CFA Society Brazil has achieved a huge amount of goals over the past three years. The Society has been able to increase its full-time staff to five people, membership numbers have exceeded 1,000 and we have more than 2,500 candidates registered for the CFA Program in 2019. We are delighted with the success of the Governance and Advocacy Committee Project so far and with the extension of CFA Institute support for the next three years we expect to do better.”
“The support we have received from CFA Institute and its staff is huge and we have defined aggressive KPIs to measure our growth and presence in the local financial market,” added Ricardo Nardini, Executive Director, CFA Society Brazil.
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