Mission
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.
Description
CFA Society Boston’s Financial Literacy Initiative is a community outreach program designed to consolidate valuable financial literacy content and make it widely available as a resource to the general public. We strike alliances with non-profit groups or employers, leveraging their reach to access a wide variety of audiences, from late high school onward. Since its inception in 2014, the initiative has grown year-over-year in multiple ways: 1) Member Engagement; 2) Active alliances; 3) Number of lives touched.
Now, more than 80 CFA Society Boston members – all financial professionals – volunteer to develop, market, and distribute educational modules to improve financial literacy The initiative is topic-driven and targets people of all ages and backgrounds. The program addresses issues in Personal Finance such as Budgeting & Credit, to Basics of Investing and Retirement and more. It is so heartwarming to see the enthusiasm of both our volunteers and our audiences. We are truly making a difference in people’s lives, helping us to fulfill the CFA Society Boston mission of “serving the investing public.”
Alliance Leaders
Our model assigns a volunteer leader to each alliance. Each leader cultivates relationships with non-profit alliances, helps to determine the financial literacy needs of the alliance's constituents, directs a team to develop content (or adapt existing content), and schedules presentations. This structure helps to delegate efforts across our volunteer base and keep the initiative scalable.
Current Alliances
CFA Society Boston volunteers bring unbiased financial education to people across Greater Boston, from high school students to older adults. We partner with schools, nonprofits, universities, city programs, and local libraries to offer single sessions and multipart series on practical topics like budgeting, investing, and retirement. By meeting each audience where they are and focusing on real world decisions, our volunteers help close the financial literacy gap.
Public Libraries
We partner with public libraries across Greater Boston to deliver financial literacy talks individual session and lecture series. Recent programs include Boston, Acton, Norwood, Maynard, Everett, Hingham, Reading, Lynn, Andover, Brookline, and Waltham. Our volunteers continue to build new library relationships to grow this alliance and bring practical guidance to more community members.
Boston PIC (Private Industry Council)
The mission of the Boston PIC is to strengthen Boston's communities and its workforce by connecting youth and adults with education and employment opportunities that align with the needs of area employers.
Stone House
Stone House makes a difference in our community by caring for and protecting adult and child survivors of domestic abuse, and helping them rebuild safe, secure, independent lives of purpose and self-fulfillment.
Bottom Line Boston
Bottom Line partners with first-generation college students from under-resourced communities and backgrounds to get into and through college and successfully launch a career.
Project Place
Project Place promotes a community of hope and opportunity for individuals experiencing homelessness and poverty by providing the skills, education and resources needed to obtain and sustain employment and housing.
If you are interested in becoming a CFA Society Boston Financial Literacy Alliance please complete the Financial Literacy Inquiry Form here. Click Here to view presentations that our volunteers have presented. Interested but not ready to partner at this time? Stay in the know and sign up for the Alliance Quarterly Newsletter online here.
Alliance Informational Brochure