CFA Society Boston AI Taskforce

CFA Society Boston is launching an AI Taskforce as part of its strategic focus on preparing members for a rapidly evolving, technology-driven investment landscape. This effort builds on the Society’s commitment to understanding how emerging technologies are shaping the profession and translating those insights into practical learning, partnerships, and member-facing initiatives that enhance career development and industry relevance. 

We are seeking experienced CFA charterholders with demonstrated expertise in artificial intelligence, data, or technology’s impact on investment management to serve on this Taskforce. Volunteers will contribute to assessing industry trends, informing strategic initiatives, and helping guide programs and resources that support members in navigating technological change and advancing the value of the CFA Charter. 

The Taskforce will launch in September and a meeting schedule will be determined by the Taskforce.