Financial Literacy Initiative

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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.  Please note at this time CFA Society Boston is accepting new inquiries but due to COVID-19 our volunteers are not presenting to organizations in March, April or May.

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 finlit@cfaboston.org with any questions.