Volunteer Opportunities
Find the right opportunity for you. 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. Check here to find the opportunity that fits your interests, competencies, and availability. New opportunities open regularly. Be sure to check back often to find more ways to give back, make a difference, and build our community.
Open Opportunities
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Capital Markets Policy Council FY20 Member
The CMPC will assist the Advocacy Division in, among other things: • Identifying and addressing current and emerging issues that are expected to affect global investment practices and the integrity of the global financial markets. The CMPC will consider ways to address these issues through a variety of mechanisms; • Developing position papers and discussion documents that present the views of investors and investment professionals on emerging and ongoing issues so as to demonstrate CFA Institute thought-leadership, shape the debate, and influence policy choices by legislators, regulators and standard-setters; and maintaining liaison with, and responding to, initiatives of bodies worldwide that set laws, regulations, standards, and policies that affect, or have the potential to affect, the integrity and fairness of the investment management industry and the global capital markets.
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CFA Level I Exam Review Kuala Lumpur FY19 Participant
We are looking for charterholders from Kuala Lumpur and the surrounding region for this exam review. Volunteers must commit to a 1-day meeting which will be spent reviewing draft exam questions and providing feedback.
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CFA Level I Exam Review Prague FY19 Participant
We are looking for charterholders from Prague and the surrounding region for this exam review. Volunteers must commit to a 1-day meeting which will be spent reviewing draft exam questions and providing feedback.
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CFA Level I Exam Review Charlottesville FY20 Participant
We are looking for charterholders from the Americas region for this exam review. Volunteers must commit to a 1-day meeting which will be spent reviewing draft exam questions and providing feedback.
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GIPS Asset Owner Subcommittee FY20 Chair
Oversees the development of content specific to asset owners as identified and/or directed by the GIPS Standards Technical Committee. This subcommittee will discuss asset owner issues and needs, and provide feedback on proposals affecting asset owners.
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GIPS Interpretations Subcommittee FY20 Member
Responsible for development of technical guidance, interpretations, clarifications and supporting authoritative guidance as directed by the GIPS Standards Technical Committee.
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GIPS Verification Subcommittee FY20 Chair
Responsible for development of content specific to verifiers and service providers as identified and/or directed by the GIPS Standards Technical Committee. This subcommittee will discuss verification industry issues, draft guidance, and provide feedback on proposals affecting verifiers. CIPM certificate holder preferred.
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GIPS Promotions Subcommittee FY20 Member
Serves to actively engage with GIPS Standards Sponsors on outreach activities. This subcommittee will participate in decisions regarding how global promotion efforts should interface with local engagement efforts, identify local market needs, collect feedback, and identify future volunteers to assist with development and promotion of the GIPS standards.
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GIPS Promotions Subcommittee FY20 Chair
Serves to actively engage with GIPS Standards Sponsors on outreach activities. This subcommittee will participate in decisions regarding how global promotion efforts should interface with local engagement efforts, identify local market needs, collect feedback, and identify future volunteers to assist with development and promotion of the GIPS standards.
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GIPS Verification Subcommittee FY20 Member
Responsible for development of content specific to verifiers and service providers as identified and/or directed by the GIPS Standards Technical Committee. This subcommittee will discuss verification industry issues, draft guidance, and provide feedback on proposals affecting verifiers. CIPM certificate holders preferred.
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GIPS Interpretations Subcommittee FY20 Chair
Responsible for development of technical guidance, interpretations, clarifications and supporting authoritative guidance as directed by the GIPS Standards Technical Committee.
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Practice Analysis Working Body FY19 Practice Analysis Working Body FY19 Member
Completes quarterly mini-surveys of industry trends and topics relevant to the CFA Program and CIPM Program. Completes annual GBIK, CBOK, and competency surveys. Reviews curricula materials, such as learning outcome statements, readings, and study tools.
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GIPS Technical Committee FY20 Chair
Chair the GIPS Standards Technical Committee, a standing committee of CFA Institute. Provides technical oversight of the GIPS standards by guiding the development of the GIPS standards. This committee will include representatives from key industry stakeholders, to ensure their interests are represented and considered in the development of the GIPS standards. The GIPS Technical Committee will identify market needs and offer interpretative guidance, define challenges, explain concerns, and offer directional guidance. CIPM certificate holder preferred.
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GIPS Asset Owner Subcommittee FY20 Member
Responsible for the development of content specific to asset owners as identified and/or directed by the GIPS Standards Technical Committee. This subcommittee will discuss asset owner issues and needs, and provide feedback on proposals affecting asset owners.
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GIPS Technical Committee FY20 Member
Member of the GIPS Standards Technical Committee, a standing committee of CFA Institute. Provides technical oversight of the GIPS standards by guiding the development of the GIPS standards. This committee will include representatives from key industry stakeholders, to ensure their interests are represented and considered in the development of the GIPS standards. The GIPS Technical Committee will identify market needs and offer interpretative guidance, define challenges, explain concerns, and offer directional guidance. CIPM certificate holder preferred.
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Global Industry Standards Steering Committee FY20 Chair
Guides strategic development, promotion, and adoption of global industry standards. This committee will offer advice on mission, strategy, goals, objectives, industry trends, market opportunities, and standard setting policies and practices. The GIS Steering Committee will offer broad perspectives to inform decisions and challenge assumptions, provide guidance for engaging with regulators, guide the setting of organizational objectives, and provide feedback on strategic plans.
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Global Industry Standards Steering Committee FY20 Member
Guides strategic development, promotion, and adoption of global industry standards. This committee will offer advice on mission, strategy, goals, objectives, industry trends, market opportunities, and standard setting policies and practices. The GIS Steering Committee will offer broad perspectives to inform decisions and challenge assumptions, provide guidance for engaging with regulators, guide the setting of organizational objectives, and provide feedback on strategic plans.
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Compliance Connection Volunteers FY19 European Regional Member
Volunteers commit to monitoring one or more publicly available sources and report findings related to professional misconduct to the Monitoring Manager
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CIPM October 2019 Standard Setter FY20 Standard Setter
This volunteer panel will evaluate the level of difficulty for the September 2019 CIPM examinations. No advance preparation is required.
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Compliance Connection Volunteers FY19 African Regional Members
Volunteers commit to monitoring one or more publicly available sources and report findings related to professional misconduct to the Monitoring Manager.
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Compliance Connection Volunteers FY19 Asia Pacific Regional Members
Volunteers commit to monitoring one or more publicly available sources and report findings related to professional misconduct to the Monitoring Manager.
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Compliance Connection Volunteers FY19 Central and South Americas Member
Volunteers commit to monitoring one or more publicly available sources and report findings related to professional misconduct to the Monitoring Manager.
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Compliance Connection Volunteers FY19 Middle East Regional Member
Volunteers commit to monitoring one or more publicly available sources and report findings related to professional misconduct to the Monitoring Manager.