Shadow a Financial Literacy Alliance Leader

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Starts: 11-03-2023


New and seasoned Financial Literacy Volunteers can apply for the opportunity to shadow an Alliance Leader. Alliance Leaders work closely with our Alliances to develop the materials for offerings and present to their audience. Shadowing is following along with the process and watching the presentation-virtually or in-person depending on the alliance. Exact dates and future opportunities will come up throughout the year. Volunteers will be contacted with details as they arise and you can select the shadowing opportunity that works with your schedule.  

Thank you for your interest in engaging with your local Society by volunteering for a committee, initiative, or task force. Please read the Volunteer Roles, Responsibilities & Code of Conduct before completing your application. Please note volunteer appointments are for a one (1) year term, July 1 - June 30. If you have any questions, please contact CFA Society Boston's office at 

Volunteers Needed:

200 (196 open slots)

Experience Required:

1 to 3 Years Industry Experience




Renee Russo
CFA Society Boston