Programs
Wisconsin
Wisconsin Financial Literacy Foundation (Formerly CFASMF) was founded in 2015 to broaden the organization's prior decade-long effort to support financial literacy in our community and beyond. Historically this was done in conjunction with the CFA Society Milwaukee. We made the decision to rebrand the Foundation as it sole purpose is to fundraise for Financial Literacy in Wisconsin.
South America
We are a group of 89 Uruguayan investment professionals committed to promote the highest ethical standards, financial education and professional excellence for the benefit of society.Our history began in 2001- when a few Uruguayans laid the foundations of what was then CFA Society Argentina & Uruguay. Today, after almost a year of hard work, we announced the formation of our local society, the CFA Society Uruguay.
Pittsburgh
CFA Society Pittsburgh has over 500 members of which 95% hold the CFA designation. Additionally, each year we have over 300 candidates pursuing this prestigious designation. The CFA designation is often considered the “gold standard’ in the investment management industry. Our members are frequently the key decision makers at their firms and work in diverse areas of investment management and finance, including institutional portfolio management, investment consulting, plan sponsors, private wealth management, hedge funds, private equity, corporate finance, and academia. We also periodically partner with other local professional organizations, have educational partnerships with universities, and a financial literacy campaign
Boston
Mission: To close the financial literacy gap by imparting financial knowledge without conflicts of interest, thereby improving the lives of the current and future investing public, the credibility of our industry and ultimately, the stability of our economy. Description: CFA Society Boston’s Financial Literacy Initiative is a community outreach program designed to consolidate valuable financial literacy content and make it widely available as a resource to the general public. We strike alliances with non-profit groups or employers, leveraging their reach to access a wide variety of audiences, from late high school onward. Since its inception in 2014, the initiative has grown year-over-year in multiple ways: 1) Member Engagement; 2) Active alliances; 3) Number of lives touched.
Bermuda
The mission of CFA Society Bermuda’s financial literacy initiative is to provide basic information to enable and empower individuals to take control and make informed decisions regarding money and their finances.Recognizing the importance of providing individuals with basic financial education, we designed a Financial Literacy course to help individuals build practical financial skills, create healthy spending and saving habits and begin to take control of and manage their financial future by understanding how decisions made today can impact their financial future. The goal is to give people the tools to improve their financial well-being by making better and informed decisions about their money. CFA Society Bermuda partnered with the Bermuda College's Division of Professional & Career Education (PACE) to launch this financial literacy initiative. The existing curriculum is targeted at the general adult population.
Atlanta
ASFIP Foundation was established as a legal entity in the State of Georgia on September 15, 2015, by volunteer members of CFA Society Atlanta. Through the Foundation, Chartered Financial Analysts in Atlanta can become more engaged in the community and enhance others' quality of life.Our Mission: To promote the economic stability of young adults in our community by providing foundational knowledge in financial literacy.
Our Strategic Vision: We develop financially confident and curious young adults to make sound financial decisions by harnessing the power of our uniquely qualified volunteers, to deliver educational programs and to partner with mission-aligned non-profits.
Financial Literacy
Financial Literacy 101
Student Loans
Roth IRA
Why Money Matters
Why Money Matters II
Financial Literacy 101
Finanical Literacy 101
Financial Literacy: Financial Literacy 101, presented by Joshua Bechtold, is part of a series of video presentations for high school teachers and students on a variety of financial topics, offered by the CFA Society Pittsburgh and the Black School of Business at Penn State Behrend.Student Loans
Student Loans:
Financial Literacy: Student Loans, presented by Joshua Bechtold and Joshua Kirkpatrick, is part of a series of video presentations for high school teachers and students on a variety of financial topics, offered by the CFA Society Pittsburgh and the Black School of Business at Penn State Behrend.
Roth IRA
Roth IRA:
Financial Literacy: Roth IRAs, presented by Joshua Kirkpatrick, is part of a series of video presentations for high school teachers and students on a variety of financial topics, offered by the CFA Society Pittsburgh and the Black School of Business at Penn State Behrend.Why Money Matters
Why Money Matters:
Ryan Pronko talks about The Missing Second Semester, a book written by Gene Natali, the CEO of Troutwood.Why Money Matters II
Why Money Matters II
Riley Kenis talks about why money matters, based on Gene Natali’s book, The Missing Second Semester.Live With Less
Spending
Budgeting
Pay Yourself First
Spending
Spending:
Financial Literacy: Illustrates how smart spending habits can help achieve goals.Budgeting
Budgeting:
Provides a blueprint for creating and maintaining a personal budget.
Pay Yourself First
Pay Yourself First:
Explains budgeting basics to help achieve goals.Invest for You
Retirement
Asset Types
Retirement
Retirement:
How to save for and grow your retirement accounts.Asset Types