CFA Society to hold competitive pitch for UK-based PR support

The UK arm of the global not-for-profit financial body CFA Institute is readying a pitch to find PR support.

Seeking PR agency: CFA Society
Seeking PR agency: CFA Society

The CFA Institute is the association for investment professionals and is best known in the asset management industry for adm­inistering the Chartered Financial Analyst exam programmes and curriculum worldwide.


UK member organisation CFA Society of the UK is looking for a PR agency in this country and is planning to hold a competitive pitch in February.


The successful agency, rep­orting to CFA UK marketing director Guy McCulloch, will run the society’s comms in London, co-ordinating messaging with parent organisation CFA Institute.


The UK society is the CFA’s second largest, behind only the New York branch. The brief calls for an agency to raise the profile of the society in the UK to help drive membership among employers and candidates and boost media coverage in key business titles.


The CFA has a number of other agency relationships in individual jurisdictions, using six agencies in the EMEA region.


CFA previously used Penrose Financial, now part of MHP Communications, to support comms across the EMEA area, but the two parted ways in January 2010.

The successful agency is expected to be in place by the end of February.

CFA Institute has more than 100,000 members, which include the world’s 90,000 CFA charterholders, in 135 countries and territories, as well as 135 affiliated professional societies in 58 countries.

The organisation aims to be recognised as a powerful voice in the debate surrounding financial regulation across the world.

In recent times it has rel­eased comments about taxation levels, non-dom status and market transparency
regulations.

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