Search
Search
Log in
Menu
Education & Events
Upcoming Events
Past Events
On Demand Resources
Other Industry Events
Certificate in ESG Investing
Private Equity Certificate
Career Centre
Employment Opportunities
Post a Job
Insights & Updates
The Analyst
Advertise in The Analyst
On Demand Resources
CFA Society Toronto In The News
CFA Institute Updates
Media Contacts
White Papers & Broadcasts
Other Resources
Membership
How To Join
CFA Society Toronto Membership Information
Volunteer
Volunteer Opportunities 2024
Volunteer Appreciation
Mentorship
Knowledge Network Directory
Renew
CFA Candidates
Becoming a CFA Charterholder
CFA Prep Resources
CFA Exam Info
Explaining Recent CFA Exam Results
University Relations
CFA Institute Research Challenge
CFA Societies Canada Ethics Challenge
Awards & Scholarships
Hillsdale Investment Management - CFA Society Toronto Research Award
2024_CFAST-Hillsdale-Winners
Undergraduate Awards
CFA Exam Scholarships
WCM & CFA Society Toronto Award Scholarship
Sponsorship & Advertising
Corporate Sponsorship
Event Sponsorship
Advertising
Facility Services
About Us
Vision & Mission
Governance
2024 Annual Meeting
Leadership
Committees
Staff Directory
Contact Us
My Account
CFA Institute Research Challenge
CFA Societies Canada Ethics Challenge
University Relations
University Outreach Application
University Relations
/
University & College Outreach Request Application
University Outreach Program
Please fill out all applicable fields. If you have any questions, please feel free to
contact us
.
Please fill out a separate request form for each unrelated event.
Please note, by submitting your request(s) DOES NOT guarantee an outreach representative(s). Our Society will confirm our volunteer's participation if a request is picked up.
Organization Information
University, College or Non-profit Name
Click to add
Group Name
Click to add
(Department, course, student organization, etc.)
Outreach Information
Event Name
Click to add
Date of Event
Click to add
if there is no confirmed date, please indicate when you would need a representative by.
Event Time
Click to add
(If applicable)
Does this outreach request coincide with a submitted sponsorship request?
Yes
No, stand-along outreach request
If yes, which sponsorship cycle does your event fall under?
Fall/Winter - Events taking place from September-December 2024
Winter/Spring - Events taking place from January-June 2025
Outreach Location Address
Click to add
(If applicable, include building name, room number, etc.)
Attendance Number
Click to add
(Approximate or actual)
You can list up to 3 different outreach representative requests for the SAME event date with one form.
Please note...
Networking Representative(s) (General) would be your option if you'd like an attendee(s) to casually socialize with your event guests and participants.
Request 1
1. What type of outreach request?
CFA Designation/Personal Career Story Presenter
CFA Institute Ethical Decision-making Presenter
Keynote Speaker
Panelist
Competition Judge
Networking Representative (General)
Networking Representative (Booth)
Other
Click to add
Request (1) remote option - If you've selected CFA Designation/Personal Career Story Presenter could this representative present remotely via tech? If yes, we'll reach out with more information.
Yes
No
N/A
Request (1) How many?
Click to add
How many of your selected type of outreach representative?
Request (1) Time fame?
Click to add
When will this outreach representative be needed?
Request (1) Response Deadline
Click to add
What is the deadline for us to find you a representative?
Request 2
2. What type of outreach request?
CFA Designation/Personal Career Story Presenter
CFA Institute Ethical Decision-making Presenter
Keynote Speaker
Panelist
Competition Judge
Networking Representative (General)
Networking Representative (Booth)
Other
Click to add
Request (2) remote option - If you've selected CFA Designation/Personal Career Story Presenter could this representative present remotely via tech? If yes, we'll reach out with more information.
Yes
No
N/A
Request (2) How many?
Click to add
How many of your selected type of outreach representative?
Request (2) Time fame?
Click to add
When will this outreach representative be needed?
Request (2) Response Deadline
Click to add
What is the deadline for us to find you a representative?
Request 3
3. What type of outreach request?
CFA Designation/Personal Career Story Presenter
CFA Institute Ethical Decision-making Presenter
Keynote Speaker
Panelist
Competition Judge
Networking Representative (General)
Networking Representative (Booth)
Other
Click to add
Request (3) remote option - If you've selected CFA Designation/Personal Career Story Presenter could this representative present remotely via tech? If yes, we'll reach out with more information.
Yes
No
N/A
Request (3) How many?
Click to add
How many of your selected type of outreach representative?
Request (3) Time fame?
Click to add
When will this outreach representative be needed?
Request (3) Response Deadline
Click to add
What is the deadline for us to find you a representative?
What are the parking instructions for your outreach representative(s)?
Click to add
Is there a particular parking garage or specific spots/location/street?
Do you have a parking map?
If applicable, upload a parking map.
CFA Society Toronto Swag Request
We have CFA Society Toronto swag we can mail or courier out for your event.
Since we receive quite a few swag requests, a maximum of 30 of each items listed below can be offered per event.
We need swag for...
Handout Bags
Sponsor(s) Table/Handout Table
Our Networking Booth
Other
Click to add
Swag Items
CFA Society Toronto Info Brochures
2022-2023 University Relations Programs Flyers
Branded Notebooks
Branded Tote Bags
Branded Carabiners
Applicant's Contact Information
Given Name
Click to add
Surname
Click to add
I am...
Faculty
Administration
Student
Other
Click to add
Faculty, Administration, Student Association or Other Job Title
Click to add
Phone:
Click to add
E-mail:
Click to add
Swag contact confirmation
Please mail or courier swag to applicant's contact information.
Please mail or courier swag to contact below.
N/A
Given Name
Click to add
Surname
Click to add
Address
Click to add
Phone
Click to add
I am...
Faculty
Administration
Student
Other
Click to add
Faculty, Administration, Student Association or Other Job Title
Click to add
Communication Consent
By checking this box, you give express consent to receive electronic communications, including without limitation email and Social Media, from or on behalf of CFA Society Toronto, including updates and other notifications from CFA Society Toronto and its partners. (You may withdraw your consent or update your preferences at any time.) By creating an account you are consenting to and accepting the terms of our privacy policy.