Volunteer Opportunities

CFA Institute Volunteering

Give back to the profession, network with other members, refine your skills, and, in many cases, earn Professional Learning credits.

Browse current CFA Institute volunteer opportunities

Board of Directors

Volunteering as a member of the Board of Directors with the CFA Society Calgary offers a great opportunity to engage with the local financial community, develop new leadership skills, and make a meaningful impact.

If you are interested in joining our board, please contact us.

Contact Us

If you’re interested in volunteering or want more information about available opportunities, please get in touch for further details.

Contact Us

Open call for Committee members:

Want to get more involved with the CFA Society Calgary?

Our volunteers are at the heart of our work, and we have four standing committees that work closely with staff and the Board of Directors to plan Society activities. These committees meet monthly from September to June each year and are integral in offering diverse learning products, providing member value, and shaping the future.

To participate as a committee volunteer, you must be a regular member of the CFA Society Calgary in good standing for the member year 2026-2027. Committee positions are a one year commitment.

Advocacy Committee: shaping the future of the industry by engaging with local industry representatives and contributing local thought leadership.
Candidate Engagement Committee: engaging with local universities and student groups; developing programs for currently enrolled Candidates. Ideally seeking newer CFA Charterholders.
Education Committee: developing a diverse portfolio of PL-credited learning products.
Member Services Committee: building community and providing member value.

Please send your resume to [email protected] by June 16, and include the volunteer position(s) you are interested in. We look forward to hearing from you!

Volunteer Opportunity for CFA Program Candidates (LII & LIII) and New Charterholders

Responsible AI in Investment Research Module Prototype Details:

What you'll be reviewing:

The module teaches investment professionals and CFA candidates how to integrate Generative AI responsibly into industry and competitive analysis workflows. It is built around a Costco wholesale club case study and unfolds across seven activities in three phases:

Phase I — Analytical Context and Preparation
Phase II — Prompt Design and Application
Phase III — Evaluation and Reflection

The full module is hosted in CFA Institute's Canvas learning environment. Detailed instructions, learning objectives, and supporting materials are embedded directly within each activity.

Who: CFA candidates who have passed at least Level II (they do not need to be currently registered candidates) or new CFA charterholders (awarded in 2024 or 2025)
When: The course will be available for external user testing between 6–20 May
Time Commitment: Approximately 2–5 hours, depending on level of engagement with the LLM components

Participants will be given access to the module via Canvas, where they will review the content and complete a short survey. Participant feedback will play an important role in refining and improving the learning experience.

If individuals are interested in participating, please email Kristina Fitzhugh, Senior Product Manager, CFA Institute ([email protected]) so she can provide the necessary access and instructions.

Mentorship Program

The CFA Society Calgary Mentorship Program aims to help our members achieve their professional goals and foster mentorship connections.

The program is a 1-year commitment with a suggested meeting frequency of once per month. This program was first offered in 2020, and we continue to receive positive feedback from our participants.

Our 2026 program is currently in session. Applications for the 2027 program will open in November 2026.

For additional questions about the Mentorship Program, please email CFA Society Calgary.