Sign In


 Volunteer of the Year

Cindy Hu.jpg

Congratulations to Cindy Hu, CFA for being recognized as the 2021 Volunteer of the Year.

 CFA Society Vancouver Committees

As a Society run by volunteers, CFA Society Vancouver values the contribution its volunteers make to the Society as a whole and to the investment community.

Candidates Development
The Candidates Development Committee organizes programs and activities, which help CFA Program candidates and potential candidates address topics on the CFA Program, career development, career management, and career transition during and after the completion of the Program.  The Committee also coordinates and administers the CFA Exam Scholarships twice per year, organizes information sessions at local post-secondary institutions, and offers the Boston Mock Exam to candidates.

Financial Literacy
The Financial Literacy works with local non-profit organizations to lead presentations on key financial literacy topics.

The purpose of the Programs Committee is to provide educational programs that fit the mandate and strategy of CFA Society Vancouver, (e.g. professional development, networking, client relations, etc.), as well as the requirements of CFA Institute.  The objective is to ensure quality programming is available for the CFA Society Vancouver membership, clients, investors and other professionals.

Public Awareness
The purpose of the Awareness Committee is to enhance awareness of the CFA brand within the Vancouver investment community, including CFA Society Vancouver members, employers, academia, members of other professional organizations, financial and business media contacts, and the general investing public.

Social Committee
The Social Committee organizes a variety of social events throughout the year for CFA Society Vancouver members, candidates and other industry professionals.  Examples of past social events include pub nights and martini tasting events.

University Outreach
The University Outreach Committee's goals are to increase awareness of the designation amongst students and to enhance the Society's relationships with local universities and colleges.  This is accomplished through educational seminars and presentations, in addition to participation at various career and education fairs.  The Committee is also mandated to provide opportunities for students to become involved with CFA Society Vancouver, as well as the local Financial community. 

 Volunteer Opportunities

CFA Society Vancouver holds a call for volunteers in June or July each year depending on the needs of our committees. The majority of positions are available to CFA charterholders, but there are a few open to CFA candidates. We do not have any positions for university students at the moment.


 Volunteer Testimonials

"I found participating in the Investment Research Challenge to be rewarding and
insightful. Not only did I enjoy mentoring a group of students, I was impressed with
their dedication and ability to handle a complex project while they balanced their normal course load and exam schedule. It was encouraging and rewarding to see how
this experience affected them and I expect it will be valuable for them in their future
endeavours. It's a great feeling to have an impact on them as they develop their skills
and knowledge."

Jamie Kozak, CFA
Research Challenge Professional Mentor