Review and Define Overall Value Proposition
Forecast, Plan, Engage and Retain
Stabilize, Retain and Grow Chapter Value
Diversity and Grow Membership
Engage, Retain and Grow Alumni Member Base
Strengthen, Diversity and Grow Professional Partnerships and Sponsors
Attract, Engage and Retain Board Members
Future Proof Beta Alpha Psi
As the global association for investment management professionals, the vision of CFA Institute is to serve all finance professionals seeking investment management-related education, knowledge, professional development, connection, or inspiration. We are pleased to work with Beta Alpha Psi to help students explore and prepare for a career in the investment management industry.
Merridith Kauten
CFA Institute