The cornerstone of the CFA Baltimore Society is centered around the volunteer efforts of its members. The Board of Directors encourages members to become involved. If you are interested in volunteering in any capacity, please contact Robyn Osten at [email protected]. Volunteer opportunities include, but are not limited to:
- Volunteering with candidates to discuss the CFA exam, including study habits, test-taking strategies, help with testing material, etc.
- Mentoring new Charterholders regarding possible career transitions
- Working with local college students to educate them about the CFA Charter and investment management careers
- Volunteering within the greater Baltimore community to offer financial literacy programs
- Partnering with CFA Baltimore Board of Directors to bring events and programming to our membership
Current Volunteer Opportunities
Mentorship Program: Every year, approximately fifty new CFA Charterholders join the greater Baltimore investment community, and approximately 300 candidates sit for a CFA exam. These individuals, committed to professional excellence and ethics, will one day lead our investment community. The CFA Society Baltimore Mentorship Program has been developed to allow these young professionals to connect with seasoned charterholders who can offer career guidance and be a sounding board as they begin their journey as CFA Charterholders. CFA Charterholders are needed as mentors. Click here to learn more about volunteering.
CFA Societies Baltimore and Washington, DC Research Challenge: Another season of the annual CFAI Global Investment Research Challenge is about to kick off! The Research Challenge offers investment management professionals like you the opportunity to give back to the profession and help develop future talent by volunteering in the following capacities:
- Industry Mentor: Provide guidance and feedback to students during the development of their research report and presentation.
- Grader: Review written reports and score them according to a predetermined point system.
- Judge: Listen to oral presentations of the reports, quiz students on their research and recommendation, and then evaluate them accordingly.
If any of these volunteer opportunities pique your interest, please contact Robyn Osten ([email protected]), indicating which role you would be willing to fill.
JA Career Speaker Series: The JA Career Speaker Series is a series of virtual lessons (delivered via pre-recorded video) on making responsible and informed financial decisions. This series is focused on middle school students and will cover a wide range of financial education topics, including creating and building wealth, managing money, credit, and debit, and how careers, education, and income relate. The videos will align with MSDE state standards. JA has an immediate need for volunteers who would like to create these short 12-15 minute videos. Click here to see an example video. Click here for more information on this volunteer opportunity. If you are interested, please reach out to Stefanie Freeburger at [email protected].
JA BizTown Adventures: JA Biztown Adventures is a business experience for upper elementary students that focuses on work readiness, entrepreneurship, and financial education. Students will get first-hand experience running a business as they take on the roles of CEO, CFO, Marketing Director, Sales Manager, and Consumer. JA Biztown Adventure Virtual Volunteers are needed to speak to classes via Zoom regarding their career path followed by a brief Q&A session where students will have the opportunity to ask you relevant and authentic questions. To register for this opportunity, click here. For more information, click here or contact Bristal Rettberg at [email protected].