| CFA Societies Canada |
Partnership with key stakeholders for platform opportunities for our member societies |
Various underserved audiences |
Michael Thom |
Mthom@cfacanada.org |
Organic, JA, newcomer orgs |
FLN has already |
As discussed with FLN already |
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| CFA Society Arkansas |
We are currently looking for opportunities to increase our efforts in making financial education more accessible in our communities. We are currently thinking through strategy including which populations would most benefit as well as think through the execution (e.g. materials.) |
We are still considering and hopefully are able to develop programs for a few different populations. Young students benefit greatly as they have an entire life to allow solid financial decisions compound but there are a number of other populations such as immigrants, low income households and the elderly that could benefit. Granted each of these populations would require tweaks to the material. |
Mark Chisenhall |
mchisenhall1@gmail.com |
None yet |
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Still being developed but we want to increase engagement with our communities and make good financial advice and education more accessible. |
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| CFA Society Atlanta |
We partner closely with the Atlanta Society for Financial and Investment Professionals (ASFIP) Foundation in identifying opportunities in the Atlanta community to provide financial literacy. Through our partnership, we leverage members from the Society to volunteer and support financial literacy efforts. |
Youth and young adults - Elementary, Middle School, High school and College. Also, we engage with Veterans. |
Armond Reese |
armond.reese@truist.com |
Organic - online content |
https://www.youtube.com/channel/UCFjIcziEQRg9nHwtGgFaqwg |
To continue to educate youth and young adults about the importance of finances and managing assets, as well as create a level of interest for youth and young adults to consider Finance/ Investments as a career. |
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| CFA Society Bermuda |
Our main initiative has been to create a four-week interactive course delivered through our local college's adult education program. It is described as an introduction to basic money and financial concepts, where people can begin to build practical financial skills that will help them take control of and manage their financial future. Specific topics covered include Developing Financial Goals, Determining Your Current Financial Position, Understanding Sources of Income and Expense, Creating a Budget, Managing Debt, and Planning for Retirement. The course was developed and is presented by local society member volunteers. We have subsequently created a second series, targeted specifically for low income earners, that we deliver in partnership with nonprofit service providers |
Adults |
Robin Masters |
bdarobin@gmail.com |
We have created the course content which includes weekly PowerPoint presentations in class and supplemental materials, together forming a student workbook, with emails sent to participants the day after each class. |
https://www.cfasociety.org/bermuda/Pages/Financial-Literacy.aspx |
We want to support people towards greater financial health. We do that by providing unbiased, factual information combined with discussions, where we create conversations around money and share our experiences with each other. |
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| CFA Society Boston |
The CFA Society Boston Financial Literacy Initiative aligns the society with non-profit groups to reach a wide variety of audiences, from late high school onward. Since its inception in 2014, the initiative has touched thousands of people, partnered with over 30 organizations, and currently has over 30 active volunteers. This community outreach program makes valuable financial literacy content available to the general investing public through collaboration with our alliance partners. The initiative addresses issues such as Personal Finance, Basics of Investing, Retirement, Bonds vs. Equities, Choosing a Bank, and more. |
High School and older |
Renee Russo, Will Krause, CFA |
rrusso@cfaboston.org; wk30@ntrs.com |
We partner with local organizations to offer finlit education both virtually and in-person. We have existing partnerships but we receive inbound requests through a form on our website regularly, as well as through existing volunteers and members. Once we receive a request one of our FinLit Chairs reach out to the organization to determine if it is the correct fit and, if so, get the pertinent information. We then go to our pool of volunteers to request someone to serve as Alliance Leader and any additional volunteers needed to finetune the material and present. |
https://www.cfaboston.org/financialliteracy |
CFA Society Boston's Financial Literacy Initiative's mission is to close the financial literacy gap by imparting financial knowledge without conflicts of interest, thereby improving the economic opportunities and lives of our diverse audiences and the communities in which they live, the credibility of our industry and ultimately, the stability and growth of the economy. |
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| CFA Society Chile |
Create content, written columns that are educational in nature. We have defined a few topics that we think are important to communicate to the local community in plain language and we prepared a short 2-session presentation for adults with disadvantages in financial literacy (how to create familiar cash flow, debt issue and savings) |
Financial community and parents of public schools, we have a project to try to target a broader range of people, nonexpert |
Hugo Aravena - Natalia Plateroty |
hugo.aravena@cfasocietychile.org - mgmt@chile.cfasociety.org |
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https://www.cfasocietychile.cl/category/prensa/ |
We would like to have an impact in our local market and recognized such a relevant voice in the subject |
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| CFA Society Colorado |
Partner with universities and select non-profit organizations (Junior Achievement and Rock the Street Wall Street) to improve financial literacy through mentorship and educational events directed towards all education levels (elementary school through secondary education), inspiring students to consider a career in finance. We are particularly focused on students of underrepresented backgrounds to increase diversity within the finance industry. |
elementary, middle, high school and college/university students of all socio/economic backgrounds with an emphasis on underrepresented groups |
Our Education/Community Outreach chair |
Alboyd628@gmail.com |
Junior Achievement and Rock the Street Wall Street curriculum |
Https:/cfacolorado.orgJunior_Volunteer |
Increase financial literacy to improve economic outcomes and encourage greater diversity with our finance industry to benefit our Colorado community. |
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| CFA Society Columbus |
Our society is motivated to work with High School students, but we have found that the High Schools in Ohio do not want us. We also tried to go the partner route (JA and Jump$tart) in central Ohio which was also unsuccessful. We have materials and 20-30 willing volunteers with no where to go. Outreach has largely been a failure. |
High School |
Brandon Kremer, CFA |
brandon@heximer.net |
HandsOnBanking |
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To offer teacher training or high school classroom assistance. |
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| CFA Society Croatia |
CFA Society Croatia launched a successful financial literacy campaign in 2021. The campaign is named mojesutra (my tomorrow) and is focused on raising awareness of the importance of financial literacy which is considered to be at low levels in Croatia. |
Everyone aged between 20 and 50. |
Tajana Štriga |
tajana.striga@croatia.cfasociety.org |
organic content in local language |
https://mojesutra.hr/ |
Our long-term financial literacy objectives are
1) increased awareness of the importance of financial education
2) increased knowledge about key segments of financial literacy
3) increase in household investment activity |
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| CFA Society Cyprus |
Presentations to private and public High School students. Close cooperation with the Government in both arranging presentations and pitching ideas to the Ad-Hoc Committee on Financial Literacy (which is setting a National Strategy to tackle Financial Illiteracy). Together with a local University a) arranging the first mandatory Financial Literacy Lesson (40 weeks) at a private high school and b) getting soft commitments from 15 other high schools to adopt the same course in coming years. |
High school students |
Marie Louroutziati (Chair Financial Literacy Committee) |
literacy@cfacyprus.com |
PPT |
None at the present time |
Raise awareness, support the national strategy, reach out to other vulnerable groups. |
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| CFA Society East Africa |
The CFA East Africa is conducting a range webinars and conferences to educate the public on a number of topics, including; saving, investment and capital raising. |
Businesses, regulators and individuals |
Ruth Amongin |
ruth.amongin@eastafrica.cfasociety.org |
Organic |
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Financial Sustainability |
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| CFA Society East Tennessee |
Formation stages. Targeting High School students. Beginning with 2 topics: Credit and Debt, Employment Basics (taxes, benefits, savings) |
High school students |
Jeanne Murphy |
jemstoneia@icloud.com |
Organic |
None as yet |
To assist members in building a strong foundation of basic financial understanding among the youth/young adults in their local communities |
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| CFA Society Finland |
Some discussions on project possibilities but nothing yet actualized. |
Different age groups. |
Toni Iivonen CFA |
toni.iivonen@gmail.com |
- |
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Possibly to take part in grass root projects within the CFA and financial community, offer advocacy help as needed. |
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| CFA Society Germany |
CFA Society Germany is one of the original founding members who support the Alliance for Economic Education Germany, which works to make financial education mandatory in German schools. The Society regularly attends the respective events. In addition, our working group is focused on school visits to interact directly with students. Prior, the working group was in exchange with several societies to learn more about their fin lit strategies.
Further projects of the working group are in discussion. |
schoolchildren, trainees, students and young professionals, in addition to decision-makers at a regional level. |
Prof. Dr. Mathias Moersch, CFA |
mathias.moersch@hs-heilbronn.de |
Content/ selection of topics for the school visit are made individually in consultation with the responsible teacher. |
https://www.cfa-germany.de/en/Professionalism/Advocacy/Financial-Literacy/ |
Increase financial literacy and make financial interrelationships generally understandable for young people. |
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| CFA Society India |
We have a separate sub committee spearheading financial literacy efforts & coordinate with self help groups & foundations to create financial awareness on communities |
People having no direct access to financial tools & those with low financial literacy levels |
Ravi Gautam, Director Research Advocacy & Standars |
rag2@ntrs.com |
Organic |
https://cfasocietyindia.org/ |
Our long term objective is to ensure that bulk of our citizens are empowered to make proper financial decisions |
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| CFA Society Indonesia |
We have none so far. Thinking of collaborating with local online education platform (PINTAR) but still undecided on copyright issues. |
Women, students and general public |
Melisa Hendrawati |
melisahw@gmail.com |
None |
None |
Educating Indonesian women to be financially literate. Our efforts will depend on the availability of volunteers and funding. |
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| CFA Society Iowa |
We partner with Junior Achievement of Central Iowa to increase financial literacy with young people in the state and introduce high schoolers to the CFA program. This is done through contributions of both volunteer time and money from the society. We also do outreach to Iowa universities to increase awareness. |
Middle to high schoolers & college age |
Joyana Pilquist |
jpilquist@american-equity.com |
Junior Achievement |
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To increase awareness of financial responsibility, create interest in the society and increase diversity & inclusion in the financial industry by reaching out to the younger generation. |
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| CFA Society Jacksonville |
Assisting high schools with state required FL requirements |
High school |
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| CFA Society Kansas City |
We've partnered with a vendor, SecureFutures to deliver an app based resource for high school students. The app allows them to understand sources of financing, costs associated with university or technical school and then ultimately compare against future income/expense budgeting comparisons. |
High school jr/sr or recent graduates. |
Mike Orndorff |
mikeorndorff@sbcglobal.net |
SecureFutures |
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Educate the younger generation on how to pragmatic decisions to avoid unintended long term impairments to their financial situation. |
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| CFA Society Los Angeles |
Our society partners with local financial literacy organizations (California Council for Economic Education & Junior Achievement) to provide volunteers and mentors. |
High school students |
I'm not sure. |
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Junior Achievement |
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I'm not sure. |
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| CFA Society Malaysia |
We continue to value add to the investment industry by having roadshows/webinars with universities, Career Day, IRC and we will also continue on efforts of collaborations with regulators, relevant professional bodies and stakeholders that will enhance the Society's efforts and execution strategy |
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| CFA Society Minnesota |
Several CFA Minnesota Society members and industry professionals recently launched a financial literacy education program called MNFEI (Minnesota Financial Empowerment Initiative) in partnership with Financial Beginnings, a non-profit organization that teaches individuals how to play an active role in their financial well-being. The group’s mission is to help those in the Minnesota community who seek to improve financial knowledge and economic security and to raise awareness of the importance of financial education for all Minnesotans. MNFEI (pronounced MIN-FAY) provides a platform for passionate volunteers to deliver no-cost, unbiased, and open-sourced financial education programs to those in Minnesota communities and schools, with a special focus on those populations in greatest need. |
Underserved communities withing the Minnesota region including diverse lower-income communities, immigrants, and underserved populations. |
David Slegh |
david.slegh@gmail.com |
Open Source - formal partnership with Financial Beginnings. Seeking partnerships with other providers (such as BestPrep, Financial Literacy Network, Babson FLI, Next Gen Financial) |
MNFEI was just launched, still building formal website. High level summary of effort located on CFAMN Blog: https://freezingassets.org/2022/09/new-fin-literacy-effort-launched/ |
MNFEI's objectives are:
Bring high quality financial literacy education to Minnesota
community and schools.
Engage many of the local CFA Charterholders, their firms
and other interested individuals to volunteer and support
MNFEI in various ways.
Focus on helping those in the community with the greatest
need for financial education, especially those who are
underserved and underrepresented. |
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| CFA Society Nashville |
Our Society has reached out to local non-profits that currently engage the youth to provide support for training, but we have been unsuccessful as most of the non-profits are looking for sponsorship more than volunteers to help teach financial literacy.
Currently we are also working with colleges/universities to make presentations to finance students both about the CFA charter and finance in general. |
College students but we do see room for us to get involved with younger demographics (10-18 y/o). |
Ann Taylor Knotts (president) and Sam Carden (board member) |
anntaylor1227@gmail.com, Sam.Carden@truxtontrust.com |
Likely partnering with financial programs that already exist locally (Junior Achievement, VITA, and Rock the Street Wall Street) |
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TBD - we are in the process of building this |
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| CFA Society New York |
Support the ability of Society members and interested financial professionals to remain professionally competitive at all stages of their career, from CFA candidate to the C-Suite. We will execute on this through our events programming topics and speakers to ensure topics are timely and relevant and our members have the latest information. we will also work closely with Interest Groups who are our "boots on the ground" to bring forward topics that can then be shared among the network, |
Candidates through to the C-Suite |
Rob Rowan |
rrowan@cfany.org |
Some organic but topics that have previously resonated with members. |
https://www.cfany.org/events/category/virtual-access/ |
To provide continuous education to our members |
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| CFA Society Nigeria |
The Society's efforts are currently focused on students and youths. Our Advocacy Committee drives the financial literacy effort of the Society by using the platform of a third party that has gamified financial literacy issues to engage in a fun way with students in secondary schools and universities. Additionally, we recently commenced a university investment club initiative that will also be a major plank in pushing our financial literacy efforts across Nigerian universities. |
Students of secondary school and universities and other youths and young adults |
Educated Investors Group of Advocacy Committee |
yemi.ajagun@nigeria.cfasociety.org | olumuyiwa.adebayo2017@gmail.com |
We collaborate with yellow-cowries and use a game they developed for advocacy |
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Bringing financial education to young ones early so they grow into financially enlightened adults that will contribute meaningfully to society |
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| CFA Society Orange County |
Through our Student Managed Investment Fund (SMIF), CFAOC offers university students at 5 of our local colleges the opportunity to respond to a real-world Request for Proposal to manage the Investment account of the Society's educational foundation. Real RFP, Real money to manage. |
University students |
Chad Noorani |
ca.noorani@gmail.com |
Organic |
https://www.cfasociety.org/orangecounty/foundation/Pages/ManagedFund.aspx |
We currently offer 2 undergraduate scholarships per year, up from one in 2021. We would like to continue increasing this number to support our student financial needs. |
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| CFA Society Philadelphia |
We have engaged in promoting FL education by recruiting out membership base as volunteers in an effort to have a boots on the ground operation of going into various underprivileged high schools throughout the Philadelphia region to teach them a variety of FL tools and concepts. We have also partnered with CFA Pittsburgh in certain FL initiatives. We are looking to expand our FL efforts with our success Investing in her future and university groups for further expand our distribution efforts in 2023 and 2024. The Covid-19 Pandemic did halt a variety of our efforts in 2020, 2021, and some of 2022. |
Under privileged high school students in and around the Philadelphia region. |
Andrew D'Amico, CFA, MBA |
damico.andrew@gmail.com |
Organic and other non-profit materials |
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To continue to educate high school students who may not be gaining any knowledge around a wide spectrum of FL topics. This skills we feel are vital for all high school students, but especially those in underprivileged communities. |
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| CFA Society Pittsburgh |
CFASP has a well established financial literacy program that includes in person seminars to high school and college age students. In addition, a financial planning contest is run annually with cash prizes available to the top plans. This society also underwrites research efforts that are tracking the economic progress of participants engaged in financial literacy education. |
High school and college age students. |
Gene Natali |
Gene.natali@troutwood.com |
Organic. |
Cfasociety.org/Pittsburgh/pages/financial literacy. |
To expand research efforts and serve a greater number of schools and students. |
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| CFA Society Portugal |
Since 2019 we are conducting a workshop that reached +3000 people (mainly university students and general public). We are now entering corporates (1 event already done) and start developing financial literacy content to upload in our website. |
University students, general public and now corporate employees |
Raul Afonso |
raul.afonso@portugal.cfasociety.org |
So far workshops either online and in-person |
https://www.youtube.com/watch?v=rJLcQs1nl6c&t=8676s |
Increase the CFA Institute brand awareness in non financial corporates using the financial literacy materials as an engagement mechanism
Increase the awareness about the financial literacy needs and benefits in the general public, namely the less educated segment |
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| CFA Society San Antonio |
Our society focuses on providing exceptional learning and networking experiences to its members, who are all charter holders. All our charter holders are financially literate. Thus, we do not have an outreach plan to the public at large. |
We do not have a target audience |
NA |
NA |
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We see our society's mission as one of serving our community of charter holders. We do not have a financial literacy objective thus as such |
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| CFA Society Seattle |
In 2020, CFA Society Seattle partnered with Rock the Street Wall Street to deliver financial literacy education to women at a local high school. In 2022, CFA Society Seattle has decided to pursue a more grassroots financial literacy program by partnering with a local high school and providing our own education and mentorship opportunities for high school women. We are in the initial planning phase currently. The initial meeting focused on a group of teachers running College Career and Financial Exploration classes and trying to understand where CFA Society Seattle can add value. We may be able to help in reviewing their approach for financial concepts, as well as provide a few guest speakers in the Spring. Longer term there may be opportunities to explore collaboration on a Financial Math Class, strategic pairings with Financial Aid Nights for parents of Juniors/Seniors heading to college. Ideally this experience informs how CFA Seattle may structure scalable community involvement around Financial Literacy Education and raise awareness of CFA Career paths for young adults. |
High school women, initially. If this is successful we could consider expanding our audience. |
Laura Foster |
laura.a.f.foster@gmail.com |
organic |
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Our current financial literacy programs lie within our Women's Network. The main objectives are improving financial literacy among young women and helping them see what a vibrant, exciting path a career in financial services can be. |
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| CFA Society Serbia |
At the moment we are contemplating such a strategy. At the moment we are investing our efforts in raising awareness of the CFA designation in local communities, which we consider to be a precondition for any broader financial literacy campaign. |
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| CFA Society Slovakia |
Well started effort |
Students and users of fin info |
Martin Kazimir |
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Improve literacy or ordinary people |
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| CFA Society Slovenia |
The society has been involved in such efforts since before being formally admitted as a "CFA Society", initially organizing several events, including a headline one together with the capital markets regulator, back in 2014, around translation of statement of investors rights. But mainly our volunteers have been involved in the main project in Slovenia, which has just prior to Covid reached tens of high schools and almost a hundred primary schools. |
General investment public and young people in particular. |
Currently myself, Kruno Abramovič, immediate past president. |
kruno.abramovic@nlbskladi.si |
CFAI content (Statement of Investors Rights), our volunteers contributed to a manual (about 40 %) on teaching financial literacy in high schools and primary schools. |
None |
To continue efforts with the leading programme (Moje Finance) and to get involved in a similar Bankers' Association programme. |
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| CFA Society South Florida |
This is one of our emerging Strategic goals. We really need ideas and information. We have done events in the past but not recently. |
Adults but could also be students. Our goal is directed at the South Florida community |
Ursula Auger Executive Director |
uauger@cfasouthflorida.org |
Not sure yet |
None currently |
To have an impact in our community |
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| CFA Society Tampa Bay |
Partner and volunteers with organizations, e.g., Junior Achievement, Gus Stravros Center, to help deliver financial literacy education to students as well as the teacher who will be required to teach financial literacy in the classroom. |
Students 8 - 12, and classroom teachers. |
Kari Baer |
keanderson1986@gmail.com |
Materials for volunteers in JA BizTown and JA Finance Park are provided by Junior Achievement. Supplement to that, we have materials from National Financial Educators Council |
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Be a key resource for the teachers of Hillsborough, Pinellas, Pasco, Manatee, Polk, Sarasota, Citrus counties via Gus Stravros Center as they prepare to fulfill the half-credit financial literacy requirement for high school graduation. mandated |
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| CFA Society The Bahamas |
CFASB hosts a free Annual Financial Literacy Series on fundamental financial principles. Past topics include budgeting, investing, homeownership, pension and retirement, cryptocurrency. Series is typically held over 4 weeks. Presenters are CFASB members or other financial professionals. The past two years have been virtual, however we hope to return to in person sessions this year. |
18+ |
Velma Miller, Advocacy Chair |
vsm3791@yahoo.com |
Social media, newspaper, email distribution, word of mouth |
https://www.cfasociety.org/bahamas/Pages/Financial%20Literacy%20Series.aspx |
To improve the rate of saving and investing in the country and increase the number of persons saving for retirement. |
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| CFA Society Trinidad and Tobago |
Our financial literacy efforts is centred on sponsorship of a virtual stock market trading game in secondary schools. |
Teenagers at the participating secondary schools. |
Graeme Ayin |
GMAYIN520@hotmail.com |
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To increase the level of financial literacy among the general public with a focus on the secondary school population. |
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| CFA Society Ukraine |
Among financial literacy efforts: (1) professional learning events open to everyone (industry outlooks, tax days, ESG events etc); (2) career development events for students to explain the difference in industry roles; (3) media articles on the importance of financial literacy and it's mandatory components |
Students, academics, retail investors, general public |
Anna Anzina |
anna.anzina@cfaukraine.org |
Organic |
https://www.youtube.com/user/CFAUkraine2/videos |
(1) To increase the level of financial literacy,
(2) to become an opinion leader in finance field for general public |
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| CFA Society Vancouver |
CFA Society Vancouver provides financial literacy presentations local non-profit organizations on a variety of topics, including budgeting, raising children to be financially literate, and introduction to financial literacy. Committee volunteers are responsible for establishing relationships with a variety of non-profit organizations in order to determine their needs. |
Non-profit organizations |
Virginia Coles |
info@cfavancouver.com |
Organic, financial literacy network |
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To continue our outreach to non-profit organizations, to create a series of presentation materials that can be used with each organization, to build our team of volunteers. |
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