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A Member of the CFA Institute Global Network of Societies

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​Volunteer

Welcome to CFAW's Volunteer Opportunities. This is where you can view current volunteer opportunities and see if there is something that fits your interests, expertise, and schedule. Here you will find short-term opportunities as well as CFAW's one-year term committee positions. You must be a current CFAW member to be a volunteer.

 

The Process is Easy!

First, peruse the list of positions in the "Current Volunteer Opportunities" list below. When you are ready to volunteer, complete and submit an Expression of Interest form which is found in the Volunteer Sign Up section of the Volunteer drop-down menu on the website. 

Opportunities will be posted throughout the year, so check back often to learn about new volunteer opportunities!
 

Current Volunteer Opportunities

Programs & Education Committee

  • Mock Exam Proctors (4-6 positions)
    For both the June and December CFA Examination cycles, CFAW offers candidates two separate Mock Examinations which are very well attended, thus there is a need for Exam Proctors. Generally, we split the morning and afternoon sessions to accommodate each volunteer proctor’s schedule. Accordingly, the commitment is a minimum of 4 hours and a maximum of 8 hours per year. This is the easiest and most rewarding volunteer assignment.
  • RIA Sub-committee Chair (1 position)
    The RIA Sub-Committee Chair is a Program & Education Committee member and attends that committee’s meetings, at least one in person meeting per quarter with the possibility for more. He/she manages the work of the RIA sub-committee, including scheduling and leading committee meetings, ensuring the group develops 3-4 educational programs each year, and may serve as moderator at sub-committee events. Events include RIA Business issues, Retirement and Healthcare Planning, Fintech, etc.
  • RIA Sub-Committee Member (4 positions)
    RIA Sub-Committee members attend sub-committee meetings, assist the Sub-Committee Chair in the development of 3-4 educational programs each year, attend at least 2 of the Sub-Committee events as representatives of the committee, and potentially serve as moderator of sub-committee events. Activities include topic development, speaker recruitment, and marketing copy. At least one in person meeting per quarter with the possibility for more.
  • Alternative Investments Sub-Committee Chair (1 position)
    The Alternatives Sub-Committee Chair is a Program & Education Committee member and attends that committee’s meetings, at least one in person meeting per quarter with the possibility for more. He/she manages the work of the Alternatives sub-committee, including scheduling and leading committee meetings, ensuring the group develops 3-4 educational programs each year, and may serve as moderator at sub-committee events. Events include Asset Allocation, Private Equity Trends, Pension Trends, etc.
  • Alternatives Sub-Committee Member (6 positions)
    Alternative Investments Sub-Committee members attend sub-committee meetings, assist the Sub-Committee Chair in the development of 3-4 educational programs each year, attend at least 2 of the Sub-Committee events as representatives of the committee, and potentially serve as moderator of sub-committee events. Activities include topic development, speaker recruitment, marketing copy. As this is typically the most wide-ranging topic from Private Equity to Real Estate to Margining Markets, it has the most opportunity to get involved. At least one in person meeting per quarter with the possibility for more.
  • Career Development Sub-Committee Chair (1 position)
    The Career Development Sub-Committee Chair is a Program & Education Committee member and attends that committee’s meetings, at least one in person meeting per quarter with the possibility for more. He/she manages the work of the Career Development sub-committee, including scheduling and leading committee meetings, ensuring the group develops 3-4 educational programs each year, and may serve as moderator at sub-committee events. Events include Future trends in Asset Management Careers, Securing that First job, Mid-Career Changes, Job Fairs, etc.
  • Career Development Sub-Committee Member (3 positions)
    The Career Development Committee members attend that committee’s meetings. He/she assists the work of the Career Development sub-committee, including scheduling and leading committee meetings, ensuring the group develops 3-4 educational programs each year, and may serve as moderator at sub-committee events. This is one of the most important committees to our members. At least one in person meeting per quarter with the possibility for more.

Member Engagement Committee

  • Member Organized Events - General (10 positions)
    Member Organized Events - General members organize events for CFAW members such as sports-related gatherings (golf, running, tennis, etc.), book clubs, volunteer opportunities, etc. They identify which efforts are generating enough interest from CFAW members and work with the team to try new ideas, expand on what works, and ensure that a diverse set of interests among CFAW members are served. At least one in person meeting per quarter with the possibility for more.
  • Member Organized Events - Happy Hours (3 positions)
    Member Organized Event - Happy Hour members organize monthly happy hours in DC, VA, and MD. At least one in person meeting per quarter with the possibility for more.
  • Member Organized Events - CFA Exam Prep (3 positions)
    Member Organized Events – CFA Exam Prep members organize regular study sessions across all levels of the CFA exam. At least one in person meeting per quarter with the possibility for more.
  • Investment Selection Contest (3 positions)
    Investment Selection Contest members organize the annual investment selection contest, including determining the investment selection options, developing marketing messages for the contest, collecting participant data, analyzing contest results, and gathering feedback from participants to further the development of future contests. At least one in person meeting per quarter with the possibility for more.

External Relations Committee

  • External Relations Committee Member (6 positions)
    The External Relations Committee members perform outreach to the community, employers, regulators, nonprofits, and universities to raise the awareness of the substance and value of the CFA charter. The Committee members attend the committee meetings, assist in the outreach to engage local colleges and employers, help to foster ongoing relationships with those universities/employers, and promote CFAW as thought leaders in the industry (Ethics Challenge). At least one in person meeting per quarter with the possibility for more.

Event Operations (No limit on community members)

  • Event Operations is a volunteer community of current members who have expressed an interest in helping to support CFAW's programs and events. These are short-term volunteer opportunities as they are specific to an individual program or event, typically an hour or two. Examples of activities include greeting and/or directing attendees, staffing the registration table, bag stuffing, etc. As these opportunities arise, they will be outlined and emailed to all members of this group throughout the program year. Volunteers will then be accepted on a first come, first served basis.