• Renew Now

  • NEW Certificate in ESG Investing

  • Upcoming Program

  • More Programming is Springing Up

  • New Ethics Case Study Post

  • Stay Informed with Connect

Society News

Renew Your Membership Now

CFA Society Boston is proud to support your career and professional development through our new and existing member benefits. We hope you have taken advantage of our offerings, including the vast virtual programming, new Mentor Match Program, volunteer opportunities, and our online communities in Connect.  In our continued effort to strengthen the success of our members, the society has developed a new strategic plan.  Our goals are to focus on your personal and professional development; systematically address diversity in the investment profession; and develop a supportive and inclusive culture within the membership and greater investment community. As a member of CFA Society Boston, we welcome your involvement and continued participation in all the society has to offer.  Click here to renew your CFA Society Boston and CFA Institute memberships now.


April is Financial Literacy Month

In honor of Financial Literacy Month CFA Society Boston’s Financial Literacy Initiative has produced a calendar of conversation starters to discuss money values within your family. This calendar is meant to be shared with family, associates and organizations for further distribution. Click here to read Stephanie Torski's blog post on Financial Literacy month. To download the Financial Literacy Calendar click here


Now More Ways to Prepare with the CFA Society Boston Practice Exam

We are now offering two self study options for the CFA Society Boston Practice Exam! There are now two versions of the Level I Practice Exam- 2020 and 2021 and two versions of the Level II Practice Exam- 2020 and 2021. All exams are for the current curriculum, are written and vetted by a team of qualified Charterholders and investment professionals, are easily and immediately accessible and include access to the Online Testbank. Learn more and purchase a single exam or purchase the Level I or Level II bundle at a special rate!


Certificate in ESG Investing Now Available

CFA Society Boston has partnered with CFA Institute and CFA United Kingdom to offer the Certificate in ESG Investing to the Boston finance community. The Certificate in ESG Investing gives you the knowledge you need to manage investments with a focus on integrating environmental, social and governance factors. It can help you gain an edge in a fast-moving market. Learn more online here.


Introducing the New Mentor Match Program

CFA Society Boston is excited to announce the new Mentor Match program! Our new program is designed to connect less-experienced CFA Society Boston members with seasoned industry professionals. The Mentor match Program leverages the vast experience of our membership to promote skills development, leadership, and professional growth through the exchange of ideas and sharing of information between the Mentor and Mentee. Our new online networking and career development tool allows mentees and mentors to connect based on shared criteria. This system is easy to navigate and provides participants with the tools needed to cultivate a meaningful and productive mentor relationship. Learn more online now.


 


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