Volunteer Opportunities

Why Volunteer

Volunteering with CFA Society South Africa allows you to:

•       Give back to the profession and broader community
•       Support education, ethics, advocacy, and inclusion initiatives
•       Share your knowledge and professional experience
•       Build leadership, governance, and stakeholder engagement skills
•       Contribute to initiatives that shape the investment industry in South Africa

Volunteer roles are designed to be meaningful, well-governed, and aligned to the Society’s strategic objectives.

Who Can Volunteer

We welcome volunteers from across the investment profession, including:

•       CFA charterholders
•       CFA Program Candidates
•       Society members and industry professionals
•       Subject-matter experts aligned to specific initiatives

Opportunities range from once-off and ad hoc roles to structured, longer-term commitments, depending on the initiative.

Areas of Involvement

Volunteers may contribute across a range of initiatives, including:

      Education & Ethics

o   Ethics Challenges, workshops, and moderation

o   University Research Challenge mentoring and grading

      University & Candidate Outreach

o   Career talks, information sessions, and panel discussions 

      Mentorship & Development

o   Mentorship programmes and leadership development initiatives

      Advocacy & Thought Leadership

o   ESG task teams, consultation responses, webinars, and panels

      Inclusion & Industry Initiatives

o   Diversity and Inclusion Code implementation

o   Women in Investment Management events

Roles are matched based on skills, experience, interest, and availability.

What You Gain

As a volunteer, you gain:

•       Professional visibility and recognition through Society platforms
•       Opportunities to develop leadership and governance experience
•       Exposure to committees, task teams, and strategic initiatives
•       Networking with peers, leaders, and stakeholders across the industry
•       Formal recognition at Society events and in annual Stakeholder report

Volunteering also forms part of the Society’s leadership and Board development pipeline, for those who wish to pursue future Board roles.

How to Get Involved

Getting involved is simple:

1. Complete the online volunteer sign-up form
2. Your details are captured and reviewed against upcoming initiatives
3. You will be contacted by the initiative lead closer to the relevant programme timeline

Not all opportunities are immediate, but all volunteers are contacted as needs arise.

Register your interest to volunteer

The Disciplinary Review Committee

The Disciplinary Review Committee (DRC) is a volunteer committee of CFA Institute Charterholder members who are responsible for enforcing the Code of Ethics and Standards of Professional Conduct and the rules and regulations of the CFA® Program and CIPM® Program. 

Selection of DRC Members

DRC members serve for a term of one year, renewable annually for a maximum of six years. Terms may be staggered to allow for turnover and continuity.

Volunteer Qualifications: Members must be CFA Institute Members who have held the charter for at least three (3) years, with a minimum of five (5) years of experience in the industry.

Volunteer commitment: Service on the DRC requires significant time commitment (about 100-150 hours), some of which will be during the work week. Members may be asked to serve on in-person hearing panels that require international travel.

The Education Advisory Committee

The Education Advisory Committee (EAC) is responsible for providing oversight and guidance to the processes by which CFA Institute develops the competency framework, Global Body of Investment Knowledge TM (GBIK), Bodies of Knowledge (BOK), curricula for the CFA® Program, CIPM® Program, and any other program curriculum materials that are developed and administered by CFA Institute.

An EAC member:

• Makes recommendations for development of the practice analysis process by which the individual program Bodies of Knowledge (BOK) and competencies are developed.
• In collaboration with the curriculum team, selects BOK sections and competencies to be reviewed each year and sets priorities for the year.
• Assists in development of specialized BOK and competencies.
• Ensures that the program curricula are in line with practice analysis, individual program BOK and test specifications.
• Provides guidance in the process of managing working body members.
• Collaborates with CFA Institute Strategic Divisions (Credentialing; Professional Learning; Research, Advocacy, and Standards) and leverages the practice analysis process to support their strategic objectives.
• Identifies, evaluates, and recommends potential areas of practice for future programs at CFA Institute.
• Other activities as designated by the CFA Institute staff and Board of Governors.

Learn More