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April is Financial Literacy Month
April 12, 2021

In honor of Financial Literacy Month CFA Society Boston’s Financial Literacy Initiative has produced a calendar of conversation starters to discuss money values within your family. This calendar is meant to be shared with family, associates and organizations for further distribution. Click here to read Stephanie Torski's blog post on Financial Literacy monthTo download the Financial Literacy Calendar click here



Now More Ways to Prepare with the CFA Society Boston Practice Exam
April 7, 2021

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

  • Both exams are for the current curriculum and both include 180 unique questions*
  • Both include a detailed answer key with curriculum references, explanations and calculations (when appropriate)   
  • All Exams are written and vetted by a team of qualified Charterholders and investment professionals 
  • Easily and immediately accessible 
  • Take it where and when you want 
  • Both Includes access to CFA Society Boston Online Testbank

There are now two versions of the Level II Practice Exam- 2020 and 2021

  • Both exams are for the current curriculum and both include 88 unique questions*
  • Both include a detailed answer key with curriculum references, explanations and calculations (when appropriate)   
  • All Exams are written and vetted by a team of qualified Charterholders and investment professionals 
  • Easily and immediately accessible 
  • Take it where and when you want 
  • Both Includes access to CFA Society Boston Online Testbank
Learn more and purchase a single exam or purchase the Level I or Level II bundle at a special rate!


Certificate in ESG Investing Now Available

April 1, 2021

CFA Society Boston has partnered with CFA Institute and CFA United Kingdom to offer the Certificate in ESG Investing to the Boston finance community. The Certificate in ESG Investing gives you the knowledge you need to manage investments with a focus on integrating environmental, social and governance factors. It can help you gain an edge in a fast-moving market. Learn more online here.



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Call for Board Nominations
March 17, 2021

Each year, in accordance with our by-laws, CFA Society Boston members elect new officers and directors to serve on CFA Society Boston's Board of Directors. CFA Society Boston's Nominating Committee collects and vets the slate of candidates for consideration and presents it to the full membership for a vote at the Annual Meeting each June. The Nominating Committee strives to build a talented and diverse slate of nominees by assessing candidates' backgrounds, professional experience and volunteer participation — both at CFA Society Boston and in other roles.  We look at current industry trends and try to identify individuals who match those trends. We strongly encourage people of diverse backgrounds to consider a board role. To learn more and nominate yourself or a qualified individual click herePlease note the submission deadline is Friday, April 9, 2021, 5:00 PM ET. 





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Member Appreciation Week
March 8, 2021

CFA Society Boston Society Boston is excited to kick off our Member Appreciation Week starting today, Monday, March 8th with New Members Day! Join us on LinkedIn and Connect to celebrate our members and volunteers throughout the week.





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Announcing the Reimagined 2021 Market Dinner
January 27, 2021

Join CFA Society Boston on Thursday, March 11th as we reimagine the Annual Market Dinner in a virtual setting and welcome Neil Pasricha, author, speaker, awesome expert, and happiness guru. In Neil’s presentation “3 Ways to Cultivate a Positive Mindset for 2021,” he will respond to the drain of the pandemic and the unprecedented change and challenge we all faced this past year. He will share simple, research-backed tools to help cultivate a positive mindset, build resilience, and ultimately lift performance. You will leave with clear daily practices you can use to achieve your biggest goals. CFA Society Boston is excited to bring you this informative and uplifting speaker to support our members as we navigate our way through 2021 and beyond. Though this Market Dinner will be unlike any other, we are bringing new ways to engage and network, including a special Marker Dinner Giftbox featuring our keynote’s latest book, You Are Awesome: How to Navigate Change, Wrestle with Failure, and Live an Intentional Life, resources and collaborative entertainment. Click here to learn more about this not-to-be missed event, register or sponsor. 



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CFA Boston Member Appointed to NEFA's Board
December 20, 2020

Erinn R. King, CFA, managing director of Payden & Rygel, has been appointed to the board of directors of the New England Foundation for the Arts. King is a past board chair of CFA Society Boston. Read more.



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Charterholders in the Community
September 10, 2020

CFA Society Boston members and Charterholders nationally are not letting this unprecedented time stop them from giving back and engaging with the community. Wellington Management, and other firms nationally, are supporting the
United Negro College Fund (UNCF) Walk for Education. The UNCF Walk for Education Boston Virtual Walk takes September 19th. Click here for more information.

Are you or your firm engaging with the community? Share it with CFA Society Boston.


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Announcing the 2020-2021 CFA Society Boston Board of Directors
July 1, 2020

CFA Society Boston held our first ever virtual Annual Meeting and Election of Officers virtually on June 17th. Thank you to the members that participated in the 74th Annual Meeting and election. We are proud to introduce the 2020-2021 Board of Directors. Meet the Board of Directors here



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Let's Measure Up- and Stand up for Equity
June 15, 2020

CFA Society Boston is committed to measuring up and supporting our communities of color adversely affected by recent tragic events. We are deeply saddened by the racial unrest that plagues our society. CFA Society Boston stands in solidarity with all who hurt and suffer as a result of systemic racism, and we are committed to continuing our work towards advancing a more inclusive and diverse investment profession. Read the complete message here



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New Engagement Opportunities
May 30, 2020

New volunteer opportunities are available for members in good standing. Click here to learn more and volunteer.



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CFA Institute Survey: Trust in Investment Management More Valuable Than Ever
April 27, 2020

CFA Institute, the global association of investment management professionals, released the fourth edition of its trust survey, Earning Investors’ Trust: How the Desire for Information, Innovation, and Influence is Shaping Client Relationships. The survey measured the opinions of both retail and institutional investors in 15 markets globally. In this report, CFA Institute analyzes the dimensions of trust at the system, industry and firm level and finds that investors seek more information, innovation, and influence in their interactions with the investment management industry. Click here to read the complete report.

Join CFA Institute for the webinar "Earning Investors' Trust: How the Desire for Information, Innovation, and Influence are Shaping Client Relationships" on May 6th. Kevin McPartland, Managing Director,  Greenwich Associates and Rebecca Fender, CFA, Senior Director at CFA Institute will have an interactive discussion on the role that trust plays in financial services. Click here to register now.



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Updated Notice to CFA Society Boston Members: Novel Coronavirus/COVID-19

March 20, 2020

As the new normal of social distancing sets in, CFA Society Boston would like to remind our members that in times like this, your professional membership association is more important than ever.  As a professional society, we value personal interactions and know the power of speaking and meeting with people face-to-face.  We also value your safety, and that of your family, friends and colleagues.  Therefore, we will be rolling out ways to connect with your fellow colleagues and gain access to content that does not require face to face meetings for the near future. Read the complete message here