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CFA Level II and III Exam Review Americas Region FY20

Recruitment End Date

31 Dec 2019

Engagement Start Date

07 Feb 2020

Business Objective

The purpose of the exam review is to provide valuable feedback to the CFA Exam Teams on questions under development prior to use on an exam.

Volunteer Impact

Volunteers will make a significant contribution in improving the quality of the exams.

Volunteer Roles and Responsibilities

Volunteers must commit to a 2-day meeting which will be spent reviewing draft exam questions and providing feedback. No advance preparation is required.

Volunteer Work Location and Time Commitment

February 7-8, 2020 Meeting Location: Miami, Florida We are looking for Charterholders from the United States, Canada and South America for this review.

Volunteer External Experience

No previous exam review experience is required. We ask that you please: Submit a CV or resume AND indicate if you are currently involved with other CFA Institute volunteer activities.

Volunteer Certifications

CFA Charterholder

Professional Conduct Check Required?


Conflicts Specific to the Role

Must be members in good standing; Must disclose every relationship with a prep provider, including work for a society-sponsored prep course; Prohibited from working for a prep provider and acting as an exam team member at the same time; Must disclose all work (including volunteer) for another testing organization in the finance industry; Prohibited from teaching, developing materials, preparing students, or acting as an advisor for any prep provider for CFA or within the finance industry for one calendar year after conclusion of their term; Disclose all immediate family and household members enrolled in the CFA or CIPM Program; Cannot serve on the COE or on the team developing exam content for the specific exam (level) that immediate family or household member is registered to take; Disclose all working relationships with individuals enrolled in the CFA and/or CIPM Program; May not serve if a direct report and/or supervisor is registered for the exam the member is assigned to support; Prohibited from acting as a standard setter, DRC member, CFA exam proctor, CFA exam supervisor, a PCR, and/or Investment Foundations/CIPM Advisory Committee member.

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