Financial Literacy Volunteer Spotlight

FinLit Volunteer Spotlight


Suzanne Norman


Suzanne Norman

Senior Education Advisor, Executive Coach, and Mentor

How I got involved in the CFA Society Boston Financial Literacy Initiative:

A friend and I built a Financial Literacy class for 7th and 8th grade girls in 2016 for Citizen Schools and delivered it for 10 weeks at Orchard Gardens K-8 (Roxbury). It was very rewarding, but also a lot of work to manage with a busy job. Afterwards, a friend introduced me to Alice Avanian, Past Society Chair and FinLit Co-chair, and she encouraged me to join CFA Society Boston and become a FinLit volunteer.

finlit Alliances* i work with:

  • Harvard Medical School- Reflection in Action (Community Outreach)
  • Liberty Mutual
  • The Chestnut Hill School
  • ROOT
  • Anaya Tipnis Foundation
*Financial Literacy Alliances are organizations that the society partners with to offer financial literacy.

FinLIT VOlunteer positions:

  1. Alliance Leader
  2. Instructor
  3. Content Creator

What volunteering for Financial Literacy means to me:

I enjoy sharing real life stories in addition to building content. Working with likeminded professionals who want to help close the FinLit gap in the US is very gratifying. As I wrote in a recent paper, with increased financial literacy, more people will be able to transition from surviving to thriving. When we strengthen our weakest link, we strengthen our society, our economy, and our country.

my Favority Financial Literacy VOlunteer moment:

All of the teaching programs have been fun and I have really enjoyed getting to know the other member volunteers. I am excited to expand Financial Literacy month offerings (planning contest and calendar events). I am also looking forward to more cross pollination with Junior Achievement.



Are you a CFA Society Boston Financial Literacy Volunteer that would like to be featured in a Spotlight? Do you know a volunteer who should be featured here? Nominate yourself or a deserving member by completing the quick and easy online nomination here.

Interested in volunteering with the CFA Society Boston Financial Literacy initiative? Society members in good standing can learn more and volunteer online here.