PARTNERSHIP OPPORTUNITIES

CFA Society Germany e.V.

2020

CFA Society Germany 2

DEVELOP PARTNERSHIPS – AGENDA

EBS European Business SchoolThe CFA Charter

CFA Society Germany

Corporate Sponsorship

Align your messaging with the mission of the Society

to promote best practices and the highest ethical

and professional standards

in the investment industry in Germany

CFA Society Germany 3

THE CFA CHARTER

CFA Society Germany 4

THE CFA QUALIFICATION

▪ The leading global investment credential

▪ A standard of professional excellence

▪ A commitment to ethics

CFA Society Germany 5

THE CFA QUALIFICATION

+Level I, II, III

exams

4 years

qualified work

experience

CFA Charter+ =Code of Ethics

and Standards

of Professional

Conduct

More than 425 universities around

the world incorporate the CFA

curriculum into their degree programs,

including 5 universities in Germany

The CFA Charter is held by more than

150,000 investment professionals

working in more than

151 countries

CFA Society Germany 6

CFA SOCIETY GERMANY

CFA Society Germany 7

WHO WE ARE – ORGANISATION

▪ Largest association for investment professionals in Germany

▪ Non-profit association, founded in 2000

▪ Based in Frankfurt, members all over Germany

www.cfa-germany.de

MISSION

Be the leading national authority for investment professionals in Germany,

promote the highest ethical standards and professional excellence in the

German investment community and actively represent German investment

professionals within the global CFA institute network

CFA Society Germany 8

MEMBERS – FACTS & FIGURES

Average Age

40,4

Gender

F

12,5

Members (regional)

M

87,5

0

500

1000

1500

2000

2500

3000

3500

2000 2004 2008 2012 2016 2019 2020

> 2.800

2.463

1.895

1.185

753

66

Members (number)

CFA Society Germany 9

MEMBERS – FACTS & FIGURESMembers (roles) Members (experience)

2

22

32

25

17

2

< = 5Years

6-10Years

11-15Years

16-20Years

> 20Years

n-b-

Top Employers

• Allianz SE

• Deutsche Bank

• Ernst & Young

• PwC

• Union Asset Management

Holding AG

• Commerzbank

• KPMG

• Deloitte

• HSBC

• UniCredit Group

CFA Society Germany 10

SOCIETY STAKEHOLDERS

Industry

Employers

Universities

Media

Members & Candidates

Stakeholders

Policy Makers / Regulators

CFA Society Germany 11

PARTNERSHIP OPPORTUNITIES

CFA Society Germany 12

ATTRACT INVESTMENT PROFESSIONALS

TO YOUR COMPANY AND SERVICES

Sponsorship

Brand Awareness

Position your brand

to a highly influential segment

of the investment community:

our members

Underscore that our brands are

aligned and that both stand for

professionalism, integrity, trust

and thought leadership

+

+

CFA Society Germany 13

CHANNELS OF COMMUNICATION

Logo Placement Print on:

▪ Annual Report

▪ Society Letterhead

▪ Event Communication

CFA Society Germany 14

CHANNELS OF COMMUNICATION

Logo Placement Online on:

▪ Society Website

▪ Newsletter

Range > 12.000 CFA Charterholder,

candidates and

investment professionals

CFA Society Germany 15

PARTNERSHIP OPPORTUNITIES – OVERVIEW

Location Sponsor Corporate Sponsor Special Event Sponsor

Logo Letterhead ✓

Logo Annual Report ✓

Logo Event Communication ✓ ✓ ✓

Logo Newsletter ✓

Logo Society Website ✓ ✓

Logo at Sponsored Event ✓

Tables for Clients at Event ✓

Exhibition Space ✓

CFA Society Germany 16

CONTACT

CFA Society Germany e.V. Susan Spinner, CFA

Schillerhaus | Schillerstr. 20 Geschäftsführender Vorstand I CEO

60313 Frankfurt Phone +49 69 2444 582 80

www.cfa-germany.de susan.spinner@cfa-germany.de

CFA Society Germany