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

CFA Society Vancouver Opportunities

CFA Society Vancouver holds a call for volunteers in June or July each year based on the needs of our committees. We often receive more letters of interest than positions available, so we cannot guarantee a placement. The majority of positions are open to CFA charterholders, but there are a few suitable roles for CFA candidates. We do not have any opportunities for university students at the moment.


Annual Dinner

Formerly known as the Forecast Dinner, the Annual Dinner is considered one of CFA Society Vancouver’s most prominent events. The team on the Annual Dinner Committee are responsible for every aspect of organizing this major event.

Committee Chair: Molly Zhao, CFA


The Awareness Committee works 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. The committee is also responsible for creating the bi-annual BC Investment Outlook Newsletter and overseeing the society’s social media activity.

Committee Chair: Daman Minhas, CFA


The Candidates Committee is responsible for providing activities that support candidates in their goal to becoming CFA charterholders. The committee leads events for candidates to learn about different career paths, to prepare for the CFA exams and to network with one another.

Committee Co-Chairs: Karoline Luedemann, CFA and Ari Shah, CFA

Financial Literacy

The focus of the Financial Literacy Committee is to partner with relevant non-profit organizations to deliver educational focused events on personal wealth and financial literacy to the general investing public.

Committee Co-Chairs: Roland Goh, CFA and Adele Liu, CFA

Mentorship and Career Development

The Mentorship Committee facilitates CFA Society Vancouver’s Mentorship Program. This program offers the opportunity for one-to-one mentoring relationships for CFA charterholders in order to assist them with attaining their professional goals and maximizing their potential. This committee is also responsible for organizing career skills presentations and workshops throughout the year.

Committee Chair: Trevor Lee, CFA


The Programs Committee provides educational events and programs that fit the mandate and strategy of CFA Society Vancouver and the requirements of CFA Institute. The objective is to ensure quality programming is available for the CFA Society Vancouver membership and candidates, clients, investors and other professionals.

Committee Chair: William Sapphire, CFA


The Social Committee organizes events and projects that facilitate social interactions between CFA charterholders, candidates and other industry professionals with a vision to create long term personal and business relationships. They aspire to present affordable, professional and enjoyable functions throughout the year - both on their own and in collaboration with other committees and professional organizations.

Committee Chair: Craig Withers, CFA

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. The committee also supports CFA Institute’s Research Challenge and CFA Societies Canada’s Ethics Challenge.

Committee Co-Chairs: Nicholas Lum, CFA and Parveen Walia, CFA

Volunteer of the Year

Congratulations to Karoline Luedemann, CFA for being recognized as the 2023 Volunteer of the Year.

Salman Ahmed, CFA & Karoline Luedemann, CFA