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Society Leader Resources

The resources provided on this page are for the current boards, staff, and volunteers of the CFA Society® network. They provide the strategic guidance and operational support necessary to ensure our societies can successfully meet the needs of our global customer base.

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Society Center

The Society Center is a resource only accessible to the current boards, staff, and volunteers of our CFA Society® network. If you are a society leader and have questions about accessing the Society Center, please contact your Society Relations Manager.

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Connexions

Created for CFA Society leaders and staff, Connexions is the go-to-place to stay current with what is happening at CFA Institute. This includes executive updates, operational updates pertaining to society management, and the latest news about initiatives impacting our candidates and members. Societies can also access professional learning content created by their fellow societies.

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Connexions Community

In the Connexions Community, powered by Higher Logic, society leaders and staff in our global network can share resources, research, and tools that will improve their society's operations, governance, and ultimately, members’ experience.
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Non Staff Travel Policy

Due to the ever-changing environment in travel as well as external factors beyond CFA Institute’s control, this policy will be reviewed periodically and is subject to be updated on short notice. Business travelers must refamiliarize themselves with this policy in advance of travel planning. Failure to adhere to the policy may result in disciplinary action which includes permanent disqualification of travel on behalf of CFA Institute.

Non Staff Travel Policy (PDF)

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