Volunteer - Developing Future Investment Professionals

Name of Initiative

Volunteers requirements

When

Duration

Role Description

CFA Institute University Research Challenge

Mentors (Minimum of 12)

Graders (10 - 15)

Judges

June - Oct

Sept - Oct

6 - 8 hours

5 weeks

Industry mentor provides teams with guidance, direction, suggestions, or feedback on their written report or presentation.

Graders will independently evaluate written reports of minimum 12 Universities to determine the 4 finalist teams

Judges will attend in-person Local Final in October, where 4 teams will compete and do live presentations

CFA Program Information sessions (Virtual & in-person)

Including Day in the Life of a CFA charterholder events

CFA Charterholders

April / September

3 hours

Attend the dry run and live session sharing your CFA journey.