Financial Literacy Initiative Content

CFA Society Boston Financial Literacy Presentation Options

If you are interested in having CFA Society Boston volunteers present financial literacy to your organization or group, please complete the Financial Literacy Inquiry Form here. Inquiries are reviewed by volunteer leadership and evaluated based on the mission of the CFA Society Boston Financial Literacy Initiative, alignment with the non-profit, the proposed requirements, and the availability of volunteers. 

If your audience is interested in different financial literacy-associated topics, please indicate in the “other” option the specific topic you are seeking or if you require assistance identifying a topic.  We are happy to discuss new ideas to improve financial literacy. 

Inquiries will only be accepted through the online form. Contact [email protected] with any questions. 

These presentations are examples of topic presentations that have been used in the past and can be tailored for each audience by our dedicated volunteers. 

Please note these presentations are provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the presentation and by the presenters.
Information in these presentations should not be considered as a recommendation or advice to own any specific asset class. These presentations does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional. All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. These presentations are not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.