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Mission

Our mission is to develop and support basic financial literacy education within the local Bermuda community.

Building Financial Literacy

A four week course offered in partnership with Bermuda College's Division of Professional and Career Education (PACE).

CFA Society Bermuda recognizes the importance of providing individuals with basic financial skills and has designed a Financial Literacy course to educate and empower members of the public on how to create healthy spending and saving habits.  

The course has been designed for all adults who are looking to learn more about personal finance and basic financial literacy.  Registrants are introduced to basic money and financial concepts, learn how to create a budget that works for them and their household while also planning for the future and learning about debt management.  The objective of the series is to educate and empower members of the public on how to create healthy spending and saving habits, to help people build practical financial skills and begin to take control of and manage their financial future.

Next series begins September 29, 2021.




What's new

Consider using this time while socially distancing to improve your financial wellness.

The below content was created under the leadership of Robert Stammers, CFA - Director, Investor Engagement at CFA Institute. CFA Society Bermuda participated in this partnership, together with CFA Society Arkansas | CFA Society Atlanta | CFA Society Boston | CFA Society Milwaukee | CFA Society Montreal | CFA Society Pittsburgh | CFA Society Uruguay, to create these information pieces for use by all societies during this difficult and uncertain time.

Financial Wellness in Uncertain Times  The current health crisis has become an economic and financial crisis. Although it’s important to build personal finance and investing skills throughout our lives, it’s during these periods of uncertainty when these skills provide the most value. Financial Wellness in Uncertain Times.pdf

In Uncertain Times, Rely on Time Tested Principles   COVID 19 and related uncertainty have added to volatility in the stock market. This is a unique and uncertain time for all investors and one that will require all of us to be extra focused and cautious when making financial decisions.  In Uncertain Times Rely on Time Tested Principles.pdf


In-a-Nutshell

Budgeting: In-A-Nutshell Budgeting March 2020.pdf

Debt: In-A-Nutshell Debt March 2020.pdf

Emergency Funds: In-A-Nutshell Emergency Funds March 2020.pdf

Net Worth and Net Income: In-A-Nutshell Net Worth and Net Income March 2020.pdf

Setting Financial Goals: In-A-Nutshell Setting Financial Goals March 2020.pdf


Published articles

Understanding Debt:Debt article part 1 - Final.pdf and Debt article part 2 FINAL.pdf

Emergency Funds: Emergency Fund article part 1.pdf and Emergency Fund article Part 2.pdf


Leadership and volunteers

Financial Literacy Subcommittee:

Robin Masters, Chair, Linkedin Access
Pamela DaCosta, Linkedin Access
Nathalie Rushe, Linkedin Access
Romari Tucker, Linkedin Access