This is the website of CFA Society Boston (“CFA BOSTON”). We can be reached via email at [email protected] or by telephone at 617-426-0270. 

Our postal address is: 
CFA Society Boston 
101 Federal Street, Suite 502 
Boston, MA 02110 

This Privacy Policy explains how CFA BOSTON may collect, use, share, and safeguard information on www.cfaBoston.org and any other digital platform officially operated or used by CFA BOSTON from time to time (the “Sites” or “Services”). Use of CFA BOSTON’s website signifies your acceptance of our Privacy Policy. This policy does not cover external websites that are linked to or from the CFA BOSTON website, including CFA BOSTON affiliate organizations.

II. Changes to the Privacy Policy 

As the CFA BOSTON, its membership, products and services change from time to time, this Privacy Policy is expected to change as well. We reserve the right to amend the Privacy Policy at any time, for any reason. The date of the last revision to the Privacy Policy will be indicated by the “Last updated” date at the bottom of this page. Please review this page from time to time, as it will reflect changes and updates made to this policy. 

III. Information We Collect 

We may collect information from you in a variety of ways, including when you: (1) provide information on or interact with our Sites; (2) host, cohost, apply or register for CFA BOSTON events; (3) apply for membership to CFA BOSTON; (4) post a job to the CFA BOSTON Job Board; (5) apply for a job with CFA BOSTON, or (6) purchase CFA BOSTON products or services. Subject to relevant data sharing agreements, we may also collect certain information from the CFA Institute about CFA Institute members who are also members of CFA BOSTON or are otherwise located in the greater Boston region. 

The categories of information we collect from you include, but are not limited to: 

  • Your account information (including your CFA ID number, status in CFA’s programs, dues information, or contact information) 
  • Financial information (including credit card information, bank information) 
  • Image and sound data, including (including photographs or recordings of events or information collected through closed-circuit television and other security measures at our property) 
  • Information collected when you visit the CFA BOSTON website (such as your IP address or mobile device ID, browser or operating system type, time zone settings, and information related to how you interact with our website). Please see our Cookie Policy below for additional information on the data that we may collect when you interact with our website.

IV. How We Use Your Information 

Once collected, we may use your data in a variety of ways including, but not limited to: 

  • Personalizing and improving the content of our Sites 
  • Providing communications related to your account, new products and services or upcoming events 
  • Organizing CFA BOSTON events  
  • Responding to your emails or online requests for products, services, or information 
  • Notifying you about updates to our website 
  • Sending emails to you on behalf of a sponsoring company 
  • Fulfilling and/or delivering CFA BOSTON products and services 
  • Publishing membership directories and registration lists as described below 
  • Contacting consumers for marketing or promotional purposes 
  • Sharing with certain other companies to offer you products and services that may be of interest to you as described below 
  • Verifying or enforcing compliance with the policies governing our website and applicable laws or to protect against misuse or unauthorized use of our website 

V. How We Share Your Information 

CFA BOSTON may share the information we collect from you in the following ways: 

  • Publication of Your Information for Membership Directories and Registration Lists. To allow other members to find you, information we receive may be published on the Sites and other print or digital media, in a variety of ways, including, but not limited to, online membership directory, membership lists, and other types of registration lists for CFA BOSTON programs and events (“Directory Lists”). Directory Lists will not include sensitive information, such as credit card or bank information. Members may opt out of including their contact information in the society online membership directory by editing their preferences online here (please note you must log in to do so). Users may request their information be suppressed from all other Directory Lists as outlined above by contacting us (see contact information listed above). CFA BOSTON does not sell its membership mailing list to third parties. 
  • Sharing Your Information with Service Providers. We may also share information with service providers that perform business functions for us. For example, the CFA BOSTON occasionally hires other companies to provide limited services on our behalf including, but not limited to, packaging, mailing and delivering promotional offers, consulting services, printing, sending postal mail and providing mobile app services. 
  • Sharing Your Information When Legally Necessary or to Protect the CFA BOSTON’s Interests. The CFA BOSTON may disclose information we have collected about you if required to do so by law or in the good-faith belief that such action is necessary to: (a) conform to legal requirements or comply with legal process served on the CFA BOSTON; (b) protect and defend the rights or property of CFA BOSTON; or (c) protect the personal safety of CFA BOSTON personnel or members of the public in appropriate circumstances. In addition, if the CFA BOSTON and/or its assets (or a portion of its assets) are sold, assigned, transferred, or merged, or if the CFA BOSTON undergoes some other change including a change to its corporate form as part of a bankruptcy proceeding or otherwise, information may be transferred as part of that transaction or change. 
  • Sharing Your Email Address Pursuant to CFA BOSTON Policy. We do not sell or rent e-mail addresses to anyone outside CFA BOSTON. CFA BOSTON will also not share e-mail addresses to unrelated third-parties or affiliates. Please understand, however, that your Email address may be visible to other members through the Membership Directory. CFA BOSTON may also share your Email address with third parties to enable CFA BOSTON to take security measures to help protect against unauthorized access to or unauthorized alteration, disclosure, or destruction of data. Finally, CFA BOSTON may share Email addresses with third parties as necessary for CFA BOSTON to perform certain services on our behalf, such as packaging, mailing and delivering products and mobile app access and to respond to your service requests. 
  • Sharing on CFA BOSTON Social Media Platforms. The Site offers opportunities to engage in social networking, interact with others and/or submit or post messages or other content, such as on CFA Society Boston Facebook page, LinkedIn, Twitter, and Instagram (“CFA Society Boston Networking Sites”). The Site may also provide for interactions with third party websites or services including social media websites through plug-ins. Please note that any information or materials that you post or submit through such CFA Society Boston Networking Sites will be publicly posted to everyone that has access to the relevant Site. Posts to third party social media or other sites, including any content on our Site that you “share” or “like,” will be controlled by and subject to the terms of such social media or other sites. We encourage you to use caution when you submit any information or materials on or through any CFA Society Boston Networking Sites or interact with third party websites or services through plug-ins. YOUR USE OF CFA INSTITUTE NETWORKING SITES IS GOVERNED BY THEIR TERMS & CONDITIONS
  • Sharing on CFA Boston Connect Platform: This site is provided as a service for the members of CFA Society Boston Connect.  CFA Society Boston Connect is not responsible for the opinions and information posted on this site by others. We disclaim all warranties with regard to information posted on this site, whether posted by CFA Society Boston Connect or any third party; this disclaimer includes all implied warranties of merchantability and fitness. In no event shall CFA Society Boston Connect be liable for any special, indirect, or consequential damages or any damages whatsoever resulting from loss of use, data, or profits, arising out of or in connection with the use or performance of any information posted on this site. By posting material, the posting party warrants and represents that he or she owns the copyright with respect to such material or has received permission from the copyright owner. In addition, the posting party grants CFA Society Boston Connect and users of this site the nonexclusive right and license to display, copy, publish, distribute, transmit, print, and use such information or other material. CFA Society Boston Connect does not actively monitor the site for inappropriate postings and does not on its own undertake editorial control of postings. However, in the event that any inappropriate posting is brought to the attention of CFA Society Boston Connect we will take all appropriate action. CFA Society Boston Connect reserves the right to terminate access to any user who does not abide by these guidelines.

VI. How to Manage the Sharing of Your Information 

Members and registered CFA BOSTON website users who have a profile with CFA BOSTON may update their profiles, delete their account, or opt-out of any of these preferences online. You can manage your profile and e-mail preferences, including opting out of e-mail, by going to www.cfaboston.org. You may also change your CFA Institute account preferences by logging into your CFA Institute account or emailing [email protected]. Additionally, if you prefer to receive mailings only from the CFA BOSTON and have your name and address removed from the list we provide to certain companies, please contact us. Please be advised that opting out of all CFA BOSTON emails can cause problems if you are a member; the majority of member communications are sent via email. If you decide to opt out, we may still send you non-promotional communications, such as digital receipts and messages about your account or our ongoing business relations. 

If you use the Career Center job board as a job seeker, your username and password are transmitted securely to the company that maintains that area of our site. If you use the Career Center as an employer, you will need to set up a separate account, stored on a separate database maintained by the company that maintains that area of our site. 

VII. Cookies and Other Tracking Technology 

Our Site uses cookies and other tracking devices to collect information automatically which we may use for purposes outlined in this Privacy Policy such as targeted advertising. These tracking devices may be placed by us or by our third-party partners or vendors. By using the Site, you agree to the use of cookies and other tracking devices as described below. You may configure your Internet browser to notify you when a cookie is sent (giving you the option to decide whether to accept it or not), and to reject or remove cookies. To remove cookies, please follow your browser’s instructions or contact your browser provider for more information. You may also manage many of the cookies on our Site through your Profile. By removing or refusing to accept cookies, you may be unable to use or access some features of our Site. 

  1. Cookies 
    Cookies are small pieces of information that a website transfers to your computer. Our Site uses session ID cookies (expire when you close the browser) and persistent cookies (persist even after you close the browser), which help our Site run more smoothly and tailor content for you. Our Site includes a mechanism to manage the cookies that we use on our Site through your Profile. Additionally, most web browsers have options that allow you to control whether to accept cookies and give you the option to delete all cookies. However, disabling may prevent access to some parts of our Site.

  2. Device IDs 
    Some portions of this Site and our mobile app collect and store a unique device ID associated with your particular device to track the number of unique visitors using our Site or mobile applications and to enable you to interact with and use those resources. We link your device ID with the technical information accessed through your use of our Site or the mobile application for the uses described in this Privacy Policy.

  3. Clear Gifs (Web Beacons/Web Bugs) 
    Our Site may employ a software technology called clear gifs (a.k.a. Web Beacons/Web Bugs), which helps us to better manage content on our Site by informing us what content is viewed or clicked on. Clear gifs are tiny graphics with a unique identifier similar in function to cookies. In contrast to cookies, which are stored on a visitor’s computer, clear gifs are embedded invisibly on web pages and e-mails and are about the size of a period.

  4. Log Files 
    We also gather Personal Information automatically and store it in log files. For instance, when you visit our Site or use our mobile app, the server may automatically recognize information about you, including: the date and time you visited our Site, the pages you visited, the referrer (the website you came from), the type of browser you are using (e.g., Firefox, Internet Explorer), the type of operating system you are using (e.g., Windows or Mac OS), and the domain name and address of your internet service provider.

  5. Google Analytics 
    We use Google Analytics to collect and analyze information about use of the website and to help us understand activities and trends. Google Analytics employs cookies that are stored on your computer in order to facilitate an analysis of your use of the site. Google Analytics collects only the IP address assigned to you on the date you visit this site and does not collect any other identifying information. You may opt-out of Google Analytics by installing a Google Analytics opt-out browser add-on available for download here: https://tools.google.com/dlpage/gaoptout

VIII. Do Not Track

Do Not Track (“DNT”) is an optional browser setting that allows you to express your preferences regarding tracking across websites. We currently do not respond to DNT signals. We may continue to collect information in the manner described in this Privacy Policy from web browsers that have enabled DNT signals or similar mechanisms.

XI. Children 

We do not knowingly collect personal data online from or market online to children under the age of 13.

X. Information Security 

CFA BOSTON implements commercially reasonable security measures to help protect against unauthorized access to or unauthorized alteration, disclosure, or destruction of data. Unfortunately, no data transmission over the Internet can be guaranteed to be 100% secure. Accordingly, and despite our efforts, the CFA BOSTON cannot guarantee or warrant the security of any information you transmit to us, or to or from our online products or services. If you have questions about this Privacy Policy, please contact us.

XI. User ID and Password 

Anyone who has self-registered for a CFA BOSTON event and/or created a web account has a username and password. If you have lost your username or password, they can be reset by clicking the “forgot your password?” link on the log-in page. If you experience any trouble please contact the society by email at [email protected] or by phone at (617) 426-0270. 

XII. Linking to Other Internet Sites

You should be aware that other Internet sites that are linked from the Sites or from a CFA BOSTON email message may contain privacy provisions that differ from the provisions of this Privacy Policy. To ensure your privacy is protected, we recommend that you review the privacy statements of these other linked sites, applications, or other digital platforms.    

XIII. How You Can Access and Change Information 

If you are a registered user of the Sites, subscriber to CFA BOSTON publications, purchaser of CFA BOSTON products and services, or a CFA BOSTON member, you may review and update/correct your information directly on CFA BOSTON’s website: www.cfaboston.org, or by contact us.  

If you feel that this site is not following its stated information policy, you may contact us at the above addresses or phone number.