CFA Society Boston

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Webinars & Virtual Events

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October 6 2021
Institutional Adoption of Digital Assets 10/06/2021 See Who Is Registered Add to Calendar
October 14 2021
Career Chat: Bank Loans and Structured Investments 10/14/2021 See Who Is Registered Add to Calendar
October 20 2021
Integrating System-Level Investing into Practice Management 10/20/2021 See Who Is Registered Add to Calendar
October 21 2021
The Ripple Effects of Today’s Decisions: The Value Reporting Foundation as a First Step to Future Corporate Disclosure 10/21/2021 See Who Is Registered Add to Calendar
October 27 2021
Cyber Security for Advisors: How Advisors Can Protect Against Cybercrime 10/27/2021 See Who Is Registered Add to Calendar
November 3 2021
Understanding the Role of Retirement Plan Fiduciaries: What Investment Professionals Need to Know 11/03/2021 See Who Is Registered Add to Calendar
November 9 2021
Employee Recruiting Revisited: A Post COVID-19 Reality Check 11/09/2021 See Who Is Registered Add to Calendar
December 2 2021
U.S. Equity Outlook 2022: Higher Inflation, Rates, and Taxes? Oh My! 12/02/2021 See Who Is Registered Add to Calendar

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Sustainable Investing

Society News

See the Latest CFA Society Boston Member Featured in the Member Focus

Meet Jon Katz, M&A / Business Development- Global Services, IBM, our newest member highlighted in our CFA Society Boston Member Focus. Learn more about Jon's career and time with CFA Society Boston on our Member Focus page here. Would you like to be featured in our next Member Focus, or do you know a deserving member we should contact? Complete the nomination form for yourself or nominate a member now! Click here to submit your Member Focus nomination.

Announcing the 2021-2022 CFA Society Boston Board of Directors

CFA Society Boston held our 75th Annual Meeting and Election of Officers virtually on June 23rd. Thank you to all of the members that participated in the Annual Meeting and election. We are proud to introduce the 2021-2022 Board of Directors. Meet the Board of Directors here.

Renew Your Membership by August 31st to Retain Your Benefits

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.

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!

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.