The Society is a not-for-profit organization that relies heavily on support from Committee and Project Volunteers.  Our volunteers help bring together the content and speakers for professional development events, contribute to publications, and promote the value of the charter.  Volunteering for one of our many committees or programs is an excellent way for investment professionals to share information and ideas with a community of peers.

In addition to being a critical element to our success, volunteers gain visibility as active participants in the investment community, and being a contributor to the professional development of investment practitioners of all career levels.

Volunteer opportunities are open only to Society members in good standing.

What are the different types of volunteer roles?

Committee Volunteer

Committee Volunteers are committee members that sit on one or more of our Programming, Non-Programming, and Standing Committees. They assist in the development and facilitation of events, programs, governance, and outreach. Committees are made up of chairs, vice chairs, committee leads, and committee members.

Time Commitment: Volunteer year runs September - August, committee meeting schedule will be indicated in posted volunteer role description

Term: Three-year renewable once for a second three-year period for all committee members, with the ability to transfer with approval between committees 

Project Volunteer

Project Volunteers participate as a: Program Assistant, Event Assistant, and/or CFA® Candidate Assistant. Program Assistants activities can include judging for one of our competitions, sitting on a committee task force, or helping with outreach activities. Event Assistants help our events team with event preparation and on-site event activities. CFA® Candidate Assistants are paired with CFA® candidates that are members of the Society. These assistants help CFA® candidates navigate the designation process and to prepare for the examinations.

Time Commitment: Although the volunteer year runs September - August, Project Volunteer roles can be as short as a few hours on a specific date to sitting on a task force for a few weeks, please see posted volunteer role description for more information

Term: Three-year renewable once for a second three-year period for all Project Volunteers

2016 Mentorship Committee Reception
2017 Research Challenge Local Level Judges' Panel
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