Society Growth Funding Pre-Application Form Growth Funding is available to support societies in developing initiatives which are of strategic significance at the local, regional or global level. Please use this short form to outline your proposed initiative in order that we can provide guidance at an early stage, before asking you to complete a more detailed proposal which will be assessed by a Global Evaluation Panel, comprising staff and volunteers. A member of CFA Institute staff will aim to respond to you within 5 working days. Before completing this pre-application form, please to the Society Growth Funding Guidance document, which is available at the Society Leader Resource Centre (SLRC). You may also wish to consider the following questions: Does our society’s initiative align with the strategic objectives of CFA Institute and our society and does it clearly our society beyond business as usual? ‘stretch’ Will this initiative clearly and demonstrably bring added benefit to our members and/or investment community? Could we execute this initiative without financial support from CFA Institute? If our society intends to launch an initiative, does our proposal include a plan for future sustainability? Does our society have sufficient resources, in terms of people, time, and match-funding to execute our initiative successfully? CFA Institute is particularly interested in supporting projects which could be described as fulfilling one, or several, of the following criteria: Impactful: An initiative which will significantly increase awareness of the CFA Program and CFA Charter directly or indirectly - and/or bring added value to members – Innovative: A new initiative or significant enhancement to an existing activity/service Replicable: Other societies and/or CFA Institute will benefit from the development and testing of this new idea Collaborative: An initiative which maximises resources and impact through collaboration with other societies, CFA Institute, or other existing/potential partner organisations Contact Details Society Name: Society Contact: Board/Staff Position: Email Address: Telephone Number: Date Submitted: Type of Activity (e.g. Member Engagement, Outreach & Awareness, Capacity Building etc.)
Society Growth Funding Pre-Application Form Growth Funding is available to support societies in developing initiatives which are of strategic significance at the local, regional or global level. Please use this short form to outline your proposed initiative in order that we can provide guidance at an early stage, before asking you to complete a more detailed proposal which will be assessed by a Global Evaluation Panel, comprising staff and volunteers. A member of CFA Institute staff will aim to respond to you within 5 working days. Before completing this pre-application form, please to the Society Growth Funding Guidance document, which is available at the Society Leader Resource Centre (SLRC). You may also wish to consider the following questions: Does our society’s initiative align with the strategic objectives of CFA Institute and our society and does it clearly ‘stretch’ our society beyond business as usual? Will this initiative clearly and demonstrably bring added benefit to our members and/or investment community? Could we execute this initiative without financial support from CFA Institute? If our society intends to launch an initiative, does our proposal include a plan for future sustainability? Does our society have sufficient resources, in terms of people, time, and match-funding to execute our initiative successfully? CFA Institute is particularly interested in supporting projects which could be described as fulfilling one, or several, of the following criteria: Impactful: An initiative which will significantly increase awareness of the CFA Program and CFA Charter – directly or indirectly - and/or bring added value to members Innovative: A new initiative or significant enhancement to an existing activity/service Replicable: Other societies and/or CFA Institute will benefit from the development and testing of this new idea Collaborative: An initiative which maximises resources and impact through collaboration with other societies, CFA Institute, or other existing/potential partner organisations Contact Details Society Name: Society Contact: Board/Staff Position: Email Address: Telephone Number: Date Submitted: Type of Activity (e.g. Member Engagement, Outreach & Awareness, Capacity Building etc.)
Society%20Growth%20Funding_Pre-Application%20Form_FY12.docx