CFA Society Boston’s Financial Literacy Initiative’s mission is to close the financial literacy gap by imparting financial knowledge without conflicts of interest, thereby improving the lives of the current and future investing public, the credibility of our industry and ultimately, the stability of our economy. 

This community outreach program makes valuable financial literacy content available to the general investing public (high school onward) through alliances with non-profit groups. The initiative addresses issues such as Personal Finance, Basics of Investing, Retirement, Bonds vs. Equities, Choosing a Bank, and more. Volunteers can find the Financial Literacy opportunity that best fits their expertise and schedule. Throughout the year varying engagement opportunities are available including virtual class instruction, in-person class instruction, content creation, and working with volunteers on strategic CFA Society Boston Financial Literacy initiatives. Registering as a volunteer grants you access to these volunteer opportunities as well as access to our Financial Literacy initiatives volunteer community.

Volunteer Today! CFA Society Boston volunteer opportunities are available in the society’s Volunteer Headquarters. The volunteer application for Financial Literacy is open year-round. Please note volunteer terms are for a one (1) year, July 1 - June 30 and volunteers interested in serving longer must complete the application each year to stay active. Click here to view a document on volunteering for the Financial Literacy Initiative.