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Society

Revenue
Share
Agreement
Two revenue-generating options offer flexibility.
CATEGORY 1. WEBSITE PURCHASE 2. LOCAL LIVE EXAM
OFFER 2018 Practice Exam plus FREE Online Test Bank 2018 Practice Exam
US $75 per candidate sale US $25 per exam use
REVENUE SHARE
(check sent by CFA Boston to your society) (society reimburses CFA Boston for each exam used)

1. Your society markets directly to candidates 1. CFA Boston emails exams to society contact
2. Candidates purchase online from CFA Boston 2. Society markets directly to its own audience
PROCESS 3. Candidate marketing email supplied to 3. Society manages distribution of hard copies to
societies candidates
4. Revenue earned is based on candidate sales 4. CFA Boston generates invoice based on total usage

• Candidates receive the practice exam plus • Ability to customize use of exam to single candidates
free Online Test Bank (a US $99 value) or study groups
- Level 1 and II candidates only • Total control over marketing
BENEFITS
• Opportunity to generate revenue with minimal • Pricing flexibility
effort • Creates a candidate outreach opportunity and
• Beneficial for societies of all sizes recognition for participating societies

Select: Website Purchase and/or Local Live Exam


Select: Level I Level II Level III

Society (full name please)

Contact Name/Society Role

Alternate Contact/Society Role

Mailing Address

City/State/Zip

Telephone/Fax

Email

I, the undersigned, an authorized representative of , agree to be bound by the


terms and conditions set out for this option.

Authorized Signature(s) Date

CFA SOCIETY BOSTON, INC. TWO FINANCIAL CENTER, 60 SOUTH STREET BOSTON, MA 02111 T: 617.426.0270 F: 617.542.6120
www.cfaboston.org @CFAboston
Terms and Conditions CFA Boston Practice Exam 2018
This contract is binding until June 30, 2018.

IF OPTION 1 (WEBSITE PURCHASE) IS SELECTED, societies agree to the proscribed candidate promotion program
of individual exam sales and marketing via email to their local candidate lists. Societies also agree to distribute
candidate emails.

Revenue share payments will be made to societies by June 29, 2018.

IF OPTION 2 (LOCAL LIVE EXAM) IS SELECTED, CFA Boston will electronically supply you with one exam set per level
including the answer keys during the second week of April 2018. You will be responsible for reproduction and
distribution to your candidates. Electronic distribution to candidates is strictly prohibited.

Addendums, if any, will be posted on www.cfaboston.org by June 11, 2018. CFA Boston will request a final
count of sales by June 25, 2018.

The contracting society hereby releases, holds harmless, and discharges CFA Boston of and from any and all
claims, causes of action, costs, and liabilities whatsoever which the undersigned had, has or hereafter may
have against CFA Boston, because of, arising from or in connection with the purchase or use of the CFA Boston
CFA Practice Exam.

PLEASE COMPLETE AND FAX OR EMAIL TO:

ATTN: Ms. Stephanie Field


Managing Director, Learning and Operations
CFA Society Boston
FAX: 617-542-6120 Email: sfield@cfaboston.org
www.cfaboston.org

CFA SOCIETY BOSTON, INC. TWO FINANCIAL CENTER, 60 SOUTH STREET BOSTON, MA 02111 T: 617.426.0270 F: 617.542.6120
www.CFAboston.org @CFAboston