CFA Society Boston Financial Literacy Volunteers

CFA Society Boston’s Financial Literacy Initiative’s mission is to close the financial literacy gap by imparting financial knowledge without conflicts of interest, thereby improving the lives of the current and future investing public, the credibility of our industry and ultimately, the stability of our economy. 

This community outreach program makes 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. NEW FinLit is looking at offering virtual outreach offerings to non-profit groups. 

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 info@cfaboston.org.