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

Volunteer with us!

CFA Investment Research Challenge

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytic, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.

The Research Challenge provides all participants – both individuals and organizations – with incredible opportunities to get involved.

  • Students: Find out if your university participates by asking your professor, our Society, or checking the participating universities list.
  • Universities: Form your team and give students the opportunity to compete against their peers and gain real-world experience.
  • Employers: Become a judge, mentor, grader, speaker, or corporate sponsor.

Collegiate Financial Plan Competition

The annual collegiate Financial Plan Competition allows students anywhere to submit their own personal financial plan! This annual event includes over 100 students, with prizes awarded to the top submissions. For more information, please check out the resources below:

Financial plan competition guidelines and submission date [download]

Registration Form

Collegiate Financial Plan Competition: Review and Rank Plans Graders

Looking to get involved with CFA Society Pittsburgh? We always need help grading the plans submitted by students to our Collegiate Financial Plan competition: review and rank plans. Please reach out to Gene Natali and Al Trezza.

Emerging Leaders Group

ELG is a new initiative by CFA Pittsburgh to engage young professionals in the finance industry. This group gives members a chance to network with peers, mentor local students, host exclusive young professional events, and more! 

Membership Committee

This committee oversees the membership process by presenting new Members to the Board for approval, and ensuring that all membership requirements have been met.

Questions about volunteering

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