CFA Society The Bahamas

A Member of the CFA Institute Global Network of Societies

News

Thank you to everyone who attending the CFA Society The Bahamas Ethics Training on January 24, 2019.  For slides from the event, please refer to the following link: CFASB Ethics Training Jan2019.pdf

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Join us at the CFA Society The Bahamas Ethics Training on January 24, 2019!  Please see the links below for more information.

CFASB Ethics Training Final.pdf

CFASB Ethics Training Registration Details.pdf

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In May 2018, CFA Society The Bahamas launched its Get To Know Your Charter Holder campaign, an initiative featuring profiles and testimonials from CFA Society The Bahamas members on the importance of the CFA charter on their careers and the positive messaging it conveys to clients, regulators, employers and colleagues in the industry.  Check out the links below to get to know​ your local charter holders!

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May 10, 2018 - CFA Society The Bahamas received the CFA Institute’s 2018 Society Excellence Award under the Strategic Initiative: Build Market Integrity category on May 10, 2018 at the CFA Institute Global Society Leadership Conference in Hong Kong.  The award, a part of the Institute’s annual Society Excellence Awards program, recognizes the successful execution of the inaugural CFA Society The Bahamas Financial Literacy Series, an initiative designed to better prepare members of the Bahamian community to manage their financial affairs.  Aneka Rolle-Beneby, CFA, Vice President of CFA Society The Bahamas, and Jerome Franks, CFA, CPA, Treasurer of CFA Society The Bahamas, accepted the award on behalf of the society at the Kowloon Shangri-La, Hong Kong. CFASB press release - 2018 Society Excellence Award.pdf


Society Excellence Award 2018 - seal - RGB.JPG

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On Saturday March 10th, 2018 CFA Society The Bahamas partnered with the Office of The Prime Minister to bring our financial literacy series to the Over The Hill community. We talked about saving, budgeting and retirement as well as demonstrated to participants how to prepare a budget. Thank you Nicola Virgill-Rolle for inviting us to be a part of this wonderful initiative! We thoroughly enjoyed giving back and hope to partner with you again in the near future. #togetherwecan #cfainstitute

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On March 7th, 2018 CFA Society The Bahamas ho​sted Michael S. Falk, CFA, CRC author of "Let's All Learn How to Fish". He espoused compelling and practical ideas to achieve sustainable development before a captivated audience. Check out the video presentation here.
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Financial Literacy ​Series

Join us for our free Financial Literacy Series!  A livestream will be available at the start of each event in the series at the following link: https://www.periscope.tv/cfasocietythebahamas​

CFASB Financial Literacy-2.jpg
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How societies are engaging with local regulators

CFA Society | The Bahamas made the June 2017 Connexions Issue!  Check out the update from our President here.

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As at the 24th January, 2017, The Securities Commission of The Bahamas has updated its list of Recognized Examinations to include the Investments Foundations Program. "The CFA Institute Investment Foundations certificate program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry."  Check out the local newspaper article here.

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Check out the CFA Society The Bahamas article in the January 2017 Bahamas Investor | CFA-Bahamas_TheBahamasInvestor-Jan-2017.pdf\