Recent News - CFA Institute

Global Passport Program

By Judith Camp posted yesterday

Be the first person to like this.

CFA Society St. Louis now participates in the Global Passport Program, a collaborative effort with the global network of CFA Societies to enhance local member benefits through shared programming. Benefits to CFA Society St. Louis members CFA Society St. Louis members can attend other CFA Societies’ events (that are also in the Passport Program) at local member prices. If members are traveling or want to attend a virtual webinar in another city, they can still plan for CFA in their weekly calendar. Enjoy a closer connection with other CFA Society activities when travelling, with access to global professional development and networking ...

0 comments

2026 羽球大賽圓滿落幕

By Wen-Chi Chang posted 5 days ago

Be the first person to like this.

羽球社團活動自2024年底開始～與籃球社共同租借五常國中場地，集結會員朋友及少數親友同樂。隨後因為2025年籤運不佳，場地無法延續使用，會員朋友則各自安排了活動～而無法再聚集。2026年第一季，羽球社單獨租借博愛場地，出席也不見改善，於是在協會行政支援下，利用3月15-29日的場地，舉辦了第一屆的羽球大賽。羽球社社長同時也是Family #2的家長，Jackie Chen, CFA, 為了讓本次活動能夠順利舉行，找了專業的裁判，購置比賽用球，甚至每天打電話邀約會員朋友們報名活動，忙到頭髮都快要少一半了～～最終讓活動精彩且熱鬧。再次謝謝Jackie Chen, CFA熱心的付出～～本次羽球賽由於場地的關係，分成三週舉行，3月15日及3月22日分成兩天的預賽賽程，各取兩對進入3月29日的決賽。原以為會因為技術落差，形成宰殺的畫面，最終沒有如期發生，會員朋友選擇性的遇強則強、遇弱則弱，彈性調控比賽的節奏，讓大家都能同歡～但是，決賽當天，四強拚戰獎牌，則頻頻出現超級驚恐的殺球技，比賽現場的緊張感，相當精彩～～接下來，羽球社活動將另外租借其他場地繼續活動，可能偶爾會以家族聚會形式邀約會員參加，如果對羽球有興趣的朋友，記得注意家族群的活動訊息喔！～

0 comments

International Women’s Day celebrated with rhythm

By Joao Mastbaum posted 5 days ago

Be the first person to like this.

This year, CFA Society Portugal celebrated International Women’s Day in a slightly different way. Our members gathered for a vibrant salsa dancing experience, guided by three professional instructors who led participants through the rhythm, energy, and joy of this iconic dance. No previous experience was needed, just a smile, a bit of curiosity, and the willingness to try something new. Many brought their partners along, turning the event into a shared moment and a lovely surprise to celebrate the day together. We ended the celebration with a relaxed cocktail, where conversations flowed easily and the good mood continued well beyond the last song. Moments ...

0 comments

The Bank of Portugal and CFA Society Portugal held the national final of the “My Financial Future” competition in Porto

By Joao Mastbaum posted 5 days ago

Be the first person to like this.

Bank of Portugal and CFA Society Portugal held the national final of the “My Financial Future” contest, which took place at the Bank of Portugal’s office in Porto. The winning team of the second edition of this contest is called Capital Minds and is from FEUC—the Faculty of Economics at the University of Coimbra. This team will receive a cash prize and will be invited to spend a day at the Bank of Portugal to learn about the work being done to promote financial literacy. They will also have the opportunity to record a videocast in which they will share their experience in the competition and their views on financial literacy Second place was won by the Grupo ...

0 comments

Slovenian team advanced to the EMEA semifinals of CFA Research Challenge

By Katja Lukman posted 8 days ago

Be the first person to like this.

CFA Society Slovenia congratulates the winning team of Slovenia's local finals 2025/2026 from University of Ljubljana, who prepared a valuation of Salus Group stock and advanced to the EMEA Semifinals, beating tough competition from top universities from countries such as Spain, Turkey and Greece. We have never reached this milestone since the CFA Research Challenge competition rules were changed, which clearly shows that we have selected an outstanding team from a highly promising generation. Faculty adviser Denis Marinšek, CFA and industry mentor Primož Rozman, FCCA will support the team - Aljaž Colnar, Lars L., Miha Marčun, Matej Mivšek and Jure Mihelj ...

0 comments

CFA Society Jordan Hosts Ramadan 2026 Iftar Gathering

By Rita Shanti posted 11 days ago

Be the first person to like this.

CFA Society Jordan convened for a special Ramadan Iftar, fostering stronger connections and shared moments during the holy month. Such gatherings highlight the importance of community, shared values, and meaningful engagement beyond professional excellence.

0 comments

2026 CFA Research Challenge - Internship Program & New Hires Program

By Rita Shanti posted 11 days ago

Be the first person to like this.

The 2026 CFA Research Challenge extends beyond competition through the Internship & New Hires Program. Participants will have the opportunity to be considered for internships and potential employment with esteemed partner employers. This initiative reflects collaboration with leading institutions across banking, investment, consulting, and industry sectors to support the development of future finance professionals. Through this program, talent is effectively connected with opportunity.

0 comments

CFA Society Jordan and Royal Jordanian Sign Member Benefits Partnership

By Rita Shanti posted 11 days ago

Be the first person to like this.

CFA Society Jordan announced the signing of a partnership agreement with Royal Jordanian, introducing added value for members and their families. Under this agreement, all CFA Society Jordan members, along with their direct family members, are eligible for discounts on Royal Jordanian flight bookings. Appreciation is extended to Royal Jordanian for its trust and support. This collaboration reflects a shared commitment to supporting professional communities in Jordan and delivering meaningful benefits. The partnership with the national carrier marks the beginning of a long-term relationship aimed at providing tangible value to members and their families

0 comments

PSUT Wins 2026 CFA Research Challenge – Jordan

By Rita Shanti posted 11 days ago

Be the first person to like this.

The 2026 CFA Institute Research Challenge – Jordan brought together the next generation of finance professionals, showcasing exceptional analytical quality across all participating teams. Princess Sumaya University for Technology secured first place, demonstrating outstanding analytical excellence, teamwork, and dedication to the highest standards of investment research. The competition was notably competitive, with all participating universities delivering impressive performances and reflecting remarkable talent and professionalism. Sincere appreciation is extended to the Faculty Advisors for their instrumental role in guiding and supporting their teams: ...

0 comments

Exploring AI and the Future of Finance - Fireside Chat

By Rita Shanti posted 11 days ago

Be the first person to like this.

CFA Society Jordan hosted an engaging evening of insights and discussion on AI and the future of finance at the Four Seasons Hotel, Amman, moderated by Mohammed AlRazem, CPA, CFA. Appreciation is extended to Citi for its valued partnership, and to Nour G. Jarrar for continued support and collaboration. Special thanks are also extended to Ronit Ghose for his invaluable contribution and for sharing global perspectives on AI, digital innovation, and the evolving financial landscape.

0 comments

CFA Society Jordan & Hikma Partner to Advance Finance Excellence

By Rita Shanti posted 11 days ago

Be the first person to like this.

Hikma reaffirmed its commitment to strengthening excellence within its finance function through sustained investment in talent and long-term capability development. A strategic partnership agreement was signed with CFA Society Jordan to advance professional development and promote finance excellence. This collaboration will create pathways that connect CFA charterholders with meaningful career opportunities at Hikma, contributing to a stronger local talent pipeline and fostering future-ready capabilities.

0 comments

2025年12月13日，CFA北京协会投资论坛暨授证仪式成功举办

By Yuting Bai posted 16 days ago

Be the first person to like this.

2025年12月13日，CFA北京协会投资论坛暨授证仪式成功举办

0 comments

年度回顾｜2025年CFA上海协会活动集锦

By ziyi wang posted 19 days ago

Be the first person to like this.

过去一年，上海协会共举办近50场内容丰富的活动，既有前沿知识的更新，又有行业人脉的扩展，我们在分享中挖掘洞见，在交流中探索机遇。欢迎查看CFA上海协会2025年活动集锦！查看详情

0 comments

Quarterly Member Spotlight: Lucy Newman, CFA

By Melanie Lewis posted 22 days ago

Be the first person to like this.

We’re excited to spotlight Lucy Newman, CFA , one of the newest CFA charterholders in the CFA Society Portland community! Connect with Lucy here: https://www.linkedin.com/in/lucycnewman Lucy’s interest in investing started early—sparked by family conversations about personal finance and a 529 plan her grandfather started when she was a baby. After studying biology at Carleton College, she followed that curiosity into the investment industry, building a career focused on portfolio management and manager research. Today, she leads public markets research at her firm, translating complex investment analysis into clear insights that help colleagues and ...

0 comments

CFA Society Slovakia, Index ekonomického sentimentu – February 2026

By Dominik Cisar posted 24 days ago

Be the first person to like this.

SÚ OBAVY O ZVÝŠENÚ INFLÁCIU SPÄŤ? Index ekonomického sentimentu vo februári poklesol, a to o 11b na -56b. Opätovne prevažujú respondenti, ktorí očakávajú spomalenie slovenskej ekonomiky. Medzi hlavné faktory očakávaného spomalenia patria pokles politickej stability (61%), reštriktívna fiškálna politika (58%), spomalenie zahraničného dopytu (52%). Do popredia sa opätovne dostávajú aj obavy o zvýšenú infláciu, ktorú označilo 45% respondentov ako faktor pre očakávané spomalenie ekonomiky. V prípade očakávaného zrýchlenia respondenti najčastejšie uviedli rast zahraničného dopytu (16%). Aktuálny vývoj domácej ekonomiky je vnímaný negatívne, index poklesol ...

0 comments

Exclusive Member Fleet Discount Program with Federal Auto Holdings

By Nurul Afiqah Najihah Marzuki posted 24 days ago

Be the first person to like this.

Exclusive Member Fleet Discount Program with Federal Auto Holdings As part of our ongoing commitment to enhancing the value of your membership, we are pleased to introduce exciting new Member Benefits Offerings in collaboration with Federal Auto Holdings Berhad . Drive Your Dream Car at Exclusive Rates Driving your dream car just got more attainable. All active members of CFA Society Malaysia — and their spouses and family members — are now eligible for exclusive corporate discount rates across four premium vehicle brands: Volvo Audi Volkswagen JAECOO From sophisticated executive sedans and versatile SUVs to stylish everyday drives, ...

0 comments

Investors First Podcast - 03.05.26

By Allison Roberts posted 25 days ago

Be the first person to like this.

New episode with Brent Sullivan of The Tax Alpha Insider , hosted by Steve Curley, CFA, CFP® and Chris Cannon, CFA . We discuss: • Householding and asset location strategies • Direct indexing to tax-aware long/short • ETF innovation and evolving structures • Tax Alpha as a volatility buffer • The launch of the Basis Northwest conference in Seattle Enjoy: https://www.investorsfirstpodcast.com/brent-sullivan-tax-alpha-insider-tribology-of-tax-alpha/

0 comments

Global Career Month March 2026

By Helen Gleeson posted 26 days ago

Be the first person to like this.

Global Career Month 2026 is your opportunity to explore the future of your finance career. Whether you're just starting out or preparing for your next move, this global series of events connects you with the people, insights, and tools that help you move forward with purpose. Throughout March, Global Career Month features expert-led webinars, immersive bootcamps, and curated resources designed to support your professional growth—no matter where you are in your journey. Find out more

0 comments

sample news

By Joe Mello posted 26 days ago

Be the first person to like this.

content

0 comments

Forecast Competition Dinner 2025

By Joao Mastbaum posted 29 days ago

Be the first person to like this.

A vibrant atmosphere and engaging discussions marked this year’s Forecast Competition Dinner, hosted by CFA Society Portugal. Members gathered to celebrate the winners of the 2025 year-end forecast challenge in an evening that combined networking, insight, and fun. The highlight of the night was an inspiring presentation by Pedro Almeida Cruz, CEO of Empathia, who introduced attendees to a fresh perspective on real estate. Empathia is redefining real estate investment by prioritizing people and well-being, blending innovation with a human-centered approach. Pedro’s presentation offered attendees a unique look at how real estate can serve as both an investment ...

0 comments