CFA SOCIETY BOSTON INC
2 FINANCIAL CTR STE 1010 60 S ST, BOSTON, MA 02111 www.cfaboston.org

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Organizations Filed Purposes: TO BE A COMMUNITY OF INVESTMENT PROFESSIONALS WHICH PROMOTES THE HIGHEST ETHICAL STANDARDS, BEST PRACTICES AND PROFESSIONAL DEVELOPMENT OF CURRENT AND FUTURE MEMBERS, FOR THE BENEFIT OF CLIENTS AND THE BROADER INVESTING PUBLIC.

CFA SOCIETY BOSTON AND ITS MORE THAN 6,000 MEMBERS REPRESENT THE 5TH LARGEST SOCIETY OF CFA INSTITUTE'S 158 GLOBAL SOCIETIES. DELIVERING MEMBER VALUE REMAINS AT THE CORE OF WHAT THE SOCIETY OFFERS TO ITS MEMBERS. FROM NETWORKING OPPORTUNITIES TO CAREER SERVICES TO COMMUNITY INVOLVEMENT TO BRANDING AND AWARENESS, THERE IS A WAY FOR EVERYONE TO GET INVOLVED AND REALIZE VALUE. ACCORDING TO MEMBER SURVEYS, NETWORKING AND EDUCATION REMAIN THE BIGGEST BENEFITS OF MEMBERSHIP. IN 2019 CFA SOCIETY BOSTON HOSTED FORMER UK PRIME MINISTER DAVID CAMERON TO A SELL-OUT CROWD OF CLOSE TO 1,000 MEMBERS AND THEIR CLIENTS AND GUESTS. THIS PROVIDED A GREAT OPPORTUNITY FOR CONTENT-RICH PROGRAMMING AND AMPLE NETWORKING TIME BEFORE, DURING AND AFTER DINNER. CAREER MANAGEMENT AND DEVELOPMENT REMAINS A FOCUS FOR THE ORGANIZATION. CFA SOCIETY BOSTON OFFERS OPPORTUNITIES FOR MEMBERS TO ENGAGE IN MENTORING AND BOTH TECHNICAL AND SOFT SKILLS DEVELOPMENT THAT FURTHER ENHANCE THEIR CAREER TRAJECTORY. THE NORMALLY IN-PERSON EDUCATIONAL PROGRAMS ARE EXTREMELY POPULAR WITH MEMBERS, RANGING FROM TOPICS SUCH AS FINTECH, ESG AND GLOBAL MACROECONOMIC TRENDS. AS THE PANDEMIC SET IN, THE SOCIETY SHIFTED ITS PROGRAMMING TO VIRTUAL, AND AS A RESULT EVEN MORE MEMBERS BECAME ENGAGED. AS A THOUGHT LEADER IN THE BOSTON INVESTMENT COMMUNITY, CFA SOCIETY BOSTON AND ITS LEADERSHIP ARE COMMITTED TO PROVIDING A VALUABLE AND DYNAMIC EXPERIENCE FOR ITS MEMBERS.

CFA SOCIETY BOSTON OFFERS A LEARNING ENVIRONMENT FOR MEMBERS TO FURTHER THEIR INVESTMENT PROFESSION COMPETENCY. FEATURING THOUGHT LEADERS FROM ALL ASPECTS OF INVESTMENT MANAGEMENT, THE SOCIETY'S CONFERENCES AND SEMINARS ARE EDUCATIONAL, THOUGHT-PROVOKING AND EXTREMELY WELL-REGARDED BY MEMBERS. IN THE LAST FISCAL YEAR, THE SOCIETY OFFERED A FULL-LENGTH ESG (ENVIRONMENTAL, SOCIAL AND GOVERNANCE) INVESTING CONFERENCE. AS ESG BECOMES MORE RELEVANT DUE TO INVESTOR DEMANDS, CFA SOCIETY BOSTON HELPS ITS MEMBERS REMAIN RELEVANT TO CLIENTS BY FEATURING ESG EXPERTS FROM AROUND THE GLOBE. ANOTHER AREA CFA SOCIETY BOSTON HAS BEEN CUTTING-EDGE FOR ITS MEMBERS HAS BEEN THROUGH OUR THOUGHT LEADERSHIP IN FINTECH. OUR INAUGURAL FINTECH CONFERENCE WAS HELD THIS YEAR, AND IT FEATURED ACADEMICS, TECHNOLOGY EXECUTIVES AND INVESTMENT PROFESSIONALS DISCUSSING THE INTERSECTION OF FINANCE AND TECHNOLOGY. IN ADDITION TO CONFERENCES, THE SOCIETY ALSO OFFERS INDUSTRY ANALYSIS SEMINARS, CFA CANDIDATE PREP, AND ONLINE LEARNING OPPORTUNITIES THROUGH WEBINARS AND VIDEOS. OUR CFA PRACTICE EXAM IS USED BY CFA CANDIDATES GLOBALLY TO PREPARE FOR THE CFA EXAM. WE ALSO WORK WITH EDUCATIONAL PARTNERS TO DELIVER CANDIDATE EXAM PREP TO LOCAL CANDIDATES. OUR ANNUAL CIO ROUNDTABLE FEATURES INVESTMENT EXECUTIVES FROM ASSET OWNERS AND ASSET MANAGERS DISCUSSING TRENDS IN INVESTMENTS AND ASSET ALLOCATION. EDUCATION REMAINS AT THE CORE OF WHO WE ARE AND WHAT WE DO. CONTINUING EDUCATION NOT ONLY MAKES THE PROFESSIONAL BETTER, IT MAKES FOR A BETTER PROFESSION.

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