Member Engagement 2018-2019
Thank you for your interest in engaging with your local Society by volunteering your time and expertise. Each year many of our members seek involvement and we do our best to accommodate everyone's requests.
Please submit this form by Friday, September 28, 2018.
Designation (e.g., CFA, CAIA, FRM)
PRACTICE EXAM WRITERS: Each year CFA Society Boston assembles a team of writers for our globally recognized CFA Practice Exam (Levels I, II & III). Writers are responsible for developing questions and solutions that pertain to the current Body of Knowledge®. Compensation is available for this opportunity.
INVESTMENT RESEARCH CHALLENGE: Mentor a student-team or grade reports as part of the CFA Institute Research Challenge. This challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students gain real-world experience as they assume the role of a research analyst.
FINANCIAL LITERACY INITIATIVE: This active group of volunteers gave 80 presentations last year, helping to close the financial literacy gap. Join this community outreach program and use your expertise to make valuable financial literacy content available to the general investing public (high school onward) through alliances with non-profit groups. The initiative addresses issues such as Personal Finance, Basics of Investing, Retirement, Bonds vs. Equities, Choosing a Bank, and more.
Yes, please consider me for this opportunity.
MENTORSHIP PROGRAM PAIRING SELECTION TEAM: Volunteers are needed to review Mentorship Program applications to create successful Mentor/Mentee pairings. This program leverages the vast experience of our members, promotes professional development, and enhances members’ value.
CFA SOCIETY BOSTON MEDIA DIRECTORY: Are you a subject matter expert who is willing to provide comments to the press on your area(s) of expertise? Journalists need quotes from experts and our website offers a media directory to provide them with sources. Any comments to the press represent the individual quoted and not CFA Society Boston.
Yes, please contact and provide more information about this opportunity.
AD-HOC ENGAGEMENT OPPORTUNITIES: From time to time CFA Society Boston needs members to complete short-term tasks. If you would like to be considered for special task forces or one-time tasks, this is a great option for you. Please select which areas interest you:
Women in Investment Management / Diversity and Inclusion
Member Engagement Focus Groups
CFA Society Boston will do its best to provide you with an engagement opportunity. If you have any questions, please contact CFA Society Boston's office at
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