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Please click volunteer button and complete form if interested in volunteering.

​Volunteers are the foundation of CFA Society South Florida. They organize events, facilitate services, support the local investment community and make a difference in the world of finance. Thousands of CFA Institute members have been doing so​ since 1947, and we hope you’ll consider applying your particular talents and expertise as a volunteer.

 Interested in Being A Society Director?

​​Please email a completed application to admin​​ if interested in serving as a director for CFA Society South Florida's board. ​Only regular and regular retired members are eligible. ​Members with past volunteer service preferred.​​

 ‭(Hidden)‬ Volunteer Committee

​Would you like to volunteer, but are not sure what is involved or where to serve?

The Volunteer Committee is responsible for recruiting volunteers and helping match them to the right volunteer spot. Contact: [email protected]   

 Advocacy Committee

​The advocacy committee coordinates local advocacy outreach efforts within South Florida and is the primary communicator of CFA Institute advocacy initiatives—ethics, standards, and policy issues. Contact [email protected]

 Education Committee

​The Education Committee's goal is to meet learning needs of society members and future members of the society. Each year we organize a Level I review course for candidates. This involves finding qualified and capable instructors, locations and meeting time, evaluation of instruction, ordering materials and assisting candidates with other needs. We also help organize candidates into study groups and assist them in their exam preparation. Check out the candidate board to form a study group.

The Education Committee also sponsors information sessions each year for area candidates to introduce them to the society and begin preparations for the following year. In the future, we will work with the Programs Committee to develop programs to meet the continuing education requirements of society members and meet other education needs.

Contact: [email protected]

 Membership Committee

​The Membership Committee is responsible for recruiting and assisting potential members through the application process. The Committee is also involved with promoting membership participation in CFA Society South Florida programs and events. Contact: [email protected]

 ‭(Hidden)‬ Placements Committee

​The Placements Committee acts as a liaison between CFA Society South Florida members and local companies seeking to fill positions in the financial industry, such as portfolio managers, traders, analysts, new business development, and specialty areas such as hedge funds. The committee also offers career development services including an annual career development panel and career coaching. The  ​emplo​yment section showcases career services and available positi​ons and the committee chair may have positions that are not publicly listed. Members looking for employment and employers looking to post a position are encouraged to contact [email protected]  

 Programs Committee

​The Programs Committee is responsible for planning and coordinating CFA Society South Florida meetings and special events. Increase your professional profile and enlarge your network by joining us as an active member of the Programs Committee! Contact: [email protected] 

 Public Awareness Committee

​The Public Awareness Committee seeks to promote public awareness of CFA Institute, CFA Society South Florida, and the CFA charter program within the financial and professional communities in South Florida. We seek to inform the public through events, advertising and press releases.

Current ideas and projects include a "Meet the Society" luncheon with invitations to the local media as well as an advertisement announcing new CFA charter holders. Anyone with media contacts or previous media/public awareness experience is encouraged to join our efforts. Contact: [email protected]