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Volunteer

Grow your network, strengthen competencies, and enrich lives

To create positive change in the Investment Profession, we need your help, your passion, and your ideas. Serving as a volunteer is one of the best and most impactful ways to contribute to our combined success. Thousands of CFA Institute members have been doing so since 1947, and we hope you’ll consider applying your unique talents and expertise as a volunteer.

Benefits for the Volunteer

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    Network Network and collaborate with like-minded professionals in support of the investment community.
  • Stairs_5972C8_Outlined
    Boost Your Career Build leadership, communication, and valued professional, career boosting competencies and skills.
  • Map_138761_Outlined
    Develop Professionally Enhance knowledge, professional development, and connections in local markets.

Benefits to Our Profession

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    Practitioner's Perspective Provider guidance, insight, and the practitioner's perspective in the development of policy positions, curriculum, and standards; support professional conduct and educational resources; and oversee the governance of CFA Institute.
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    Enhanced Relevance Test, develop, and review new services, products, and technology — a vital link in maintaining relevance and value of CFA Institute to our membership and the profession.
  • Globe MagGlass_138761_Outlined
    Local Meets Global Foster the local and global interaction of leading members of the capital markets with issues and programs of interest to investment professionals, serving the profession, investors, and the public good.

How to Raise Your Hand

Update your Volunteer profile and apply for an opportunity to raise your hand and make a difference. There are many ways to volunteer including short-term micro, project-based, and ad hoc opportunities, or committee appointments that can be performed online or in-person in the following areas:

  • Market Integrity & Advocacy
  • Codes, Standards & Guidelines
  • Policy Positions & Research
  • Credentialing
  • Ethics & Professional Conduct

We are always looking for investment professionals to serve on the Practice Analysis Working Body. Bring your experience and ideas to keep CFA Institute credentialing programs relevant for current and future investment professionals through surveys and curriculum review.

Interested in Volunteering?

Raise your hand. View current opportunities in our Volunteer Community, update your Volunteer Profile, and apply for open opportunities. Help us make a difference.

View current volunteer opportunities

Already a Volunteer?

  • Make sure your Professional and Volunteer Interest Profiles are up to date
  • Review the Volunteer Travel Policy (PDF) and Volunteer Travel Booking Guide (PDF)
  • When traveling on behalf of CFA Institute and booking travel through our dedicated travel agency, you should be aware of resources that you can access in case of an incident or emergency.

Learn more about travel emergency medical insurance, medical guidance, and security assistance

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