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Sustainable Investing

Society News

Introducing the Financial Literacy Volunteer Spotlight

The CFA Society Boston Financial Literacy initiative is a community outreach program designed to create valuable financial literacy content and, through alliances with non-profit groups and employers, provide educational offerings and resources to a wide variety of audiences, typically high school and onward.  We are proud that the CFA Society Boston Financial Literacy program is viewed as leader by CFA societies around the world. This would not be possible without the hard work and dedication of our FinLit volunteers. We would like to highlight one of our devoted Financial Literacy Volunteers in the new Financial Literacy Volunteer Spotlight, Suzanne Norman. Click here to learn more about Suzanne and the amazing work she continues to do in the Financial Literacy initiative.

2022 CFA Candidate Scholarships Now Available 

CFA Society Boston is pleased to announce that applications are now being accepted for our CFA Candidate Scholarship program. The society will award up to six scholarships to CFA Exam candidates registered for either the February, May or August 2022 exam cycles. Each scholarship includes reimbursement for CFA exam fees, up to 1,450USD for enrollment and/or registration fee(s), and a Kaplan Schweser Premium Course (valued at 999USD). Click here to learn more and apply online. The deadline to apply is December 22, 2021.


2022 Undergrad Women's Internship Program 

CFA Society Boston is excited to launch the 2022 Undergrad Women’s Internship Program. This year the society has partnered with six highly respected Boston-Based firms to offer a variety of investment management internships for the summer of 2022. The Mission of the CFA Society Boston Undergrad Women’s Internship Program is to educate college-aged women on opportunities in investment management through internships. To place qualified women in summer internships at leading investment management firms that are focused on diversity & inclusion initiatives.  Interested participants can learn more and apply at www.cfaboston.org/womeninternships. Applications are due no later than Monday, December 6th.


See the Latest CFA Society Boston Member Featured in the Member Focus

Meet Jon Katz, M&A / Business Development- Global Services, IBM, our newest member highlighted in our CFA Society Boston Member Focus. Learn more about Jon's career and time with CFA Society Boston on our Member Focus page here. Would you like to be featured in our next Member Focus, or do you know a deserving member we should contact? Complete the nomination form for yourself or nominate a member now! Click here to submit your Member Focus nomination.


Announcing the 2021-2022 CFA Society Boston Board of Directors

CFA Society Boston held our 75th Annual Meeting and Election of Officers virtually on June 23rd. Thank you to all of the members that participated in the Annual Meeting and election. We are proud to introduce the 2021-2022 Board of Directors. Meet the Board of Directors here


Introducing the New Mentor Match Program

CFA Society Boston is excited to announce the new Mentor Match program! Our new program is designed to connect less-experienced CFA Society Boston members with seasoned industry professionals. The Mentor match Program leverages the vast experience of our membership to promote skills development, leadership, and professional growth through the exchange of ideas and sharing of information between the Mentor and Mentee. Our new online networking and career development tool allows mentees and mentors to connect based on shared criteria. This system is easy to navigate and provides participants with the tools needed to cultivate a meaningful and productive mentor relationship. Learn more online now.


 


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