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George Dudley
Director of Marketing and Communications

CFA Society Boston's Financial Literacy Event Kicks Off 2017-2018 Year

BOSTON – September 13, 2017 – CFA Society Boston’s Financial Literacy Initiative – now in its fourth year – will hold its first 2017-2018 presentation tonight at Morrill Memorial Library in Norwood, MA. CFA Society Boston volunteers Firoza Panthaki, CFA, and Robert Milas, CFA, will give a Basics of Investing presentation to participants who attend the free event.

According to Co-Chair Alice Avanian, CFA, “This initiative is a community outreach program designed to consolidate valuable financial literacy content and make it widely available as a resource to the general investing public.” Will Krause, CFA, Co-Chair added, “CFA Society Boston strikes alliances with non-profit groups, 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 by engaging members, building alliances, and touching lives. The 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.”

On Thursday, September 21, the initiative will host a Kickoff Networking Reception for 50 CFA Society Boston member volunteers who are interested in contributing to the initiative. Attendees will interact with Financial Literacy Alliance Leaders, each of whom is responsible for building relationships with established non-profit alliances such as:
  • Boston Private Industry Council (PIC)
  • Year Up
  • Invest In Girls
  • New Sector Alliance
  • METCO Parents Council
  • City Mission of Boston
About CFA Society Boston

CFA Society Boston is a not-for-profit professional society founded in 1946 that has been a point of connection for the Boston investment community, providing an open forum for the exchange of fresh perspectives on industry issues and promoting ethics and integrity. More than 5,700 investment professionals locally and globally are members of CFA Boston, representing over 650 investment firms. 94 percent of CFA Boston members hold the Chartered Financial Analyst designation from CFA Institute. CFA Boston is a founding society of CFA Institute. For more information, visit or contact George Dudley.

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