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Volunteer

Volunteers Opportunities

Welcome to CFAW’s Volunteer Opportunities. This is where you can view annual volunteer opportunities and see if there is something that fits your interests, expertise, and schedule. There are both short-term opportunities to assist at events, as well as CFAW’s one-year term committee volunteer positions. You must be a current CFAW member to volunteer.

When you are ready to apply, complete and submit the Volunteer Application here.

Opportunities will be posted throughout the year, so check back often to learn about new opportunities!

Current Volunteer Opportunities

Event Operations

Volunteer at an individual program or event, typically an hour or two. Activities include greeting or directing attendees, staffing the registration table, bag stuffing, etc. As these individual opportunities arise, an email will be sent to event operations volunteers to solicit interest. Volunteers will then be accepted on a first come, first served basis.

External Relations Committee

Perform outreach to the community, employers, and local universities to raise the awareness of the substance and value of the CFA charter. External Relations volunteers attend committee meetings, assist in the outreach to engage local colleges and employers, help to foster ongoing relationships with those universities and employers, and promote CFAW as thought leaders in the industry (i.e. Ethics Challenge). At least one meeting per quarter (in person when possible) with the possibility for more. Requirements: Sense of Humor, passionate about promoting CFA program, 100+ LinkedIn contacts and active on the platform, ability to donate 2-4 hours per month. Preferred Qualifications: Contacts at 1 or more universities in the DC area, enjoy cold calling, organized.

External Relations Committee – Employer Relations

Reach out to employers with an interest in the CFA program to educate them on CFAW’s work and available resources, and encourage them to be ambassadors for the CFA program within their firm. Seeking volunteers driven to expand and develop their network in the DC metro area.

External Relations Committee – University Relations

Connect with local universities and share information regarding the CFA charter to groups of interested students. Help them understand how the charter can assist them in achieving future career goals.

Member Engagement Committee

Member Engagement Committee – General

Organize events such as sports-related gatherings (golf, running, tennis, etc.), book clubs, volunteer opportunities, local competitions, etc. Identify which efforts are most popular among CFAW members as well as new ideas, ensuring that a diverse set of interests among CFAW members are served.

Member Organized Events – Happy Hours

Organize virtual or in-person networking happy hours in DC, VA, and MD.

Member Organized Events – CFA Exam Prep

Organize regular study sessions across all levels of the CFA exam.

Member Organized Events – Demographic Events

Organize events geared towards the interest of members in the 45+ years old bracket, our largest growing member cohort.

Investment Selection Contest

Plan and execute the annual investment selection contest, which includes determining the investment selection options, developing marketing messages for the contest, recruiting participants, collecting participant data, analyzing contest results, and gathering feedback from participants to further improve future contests.

Programs & Education Committee

Work as a team to collaborate constructively with CFAW’s Managing Director of Programs & Operation, Committee Chair, Co-Chair, and Board Liaison. Typical time commitment is 5-10 hours a quarter.

Programs and Education Committee – General

Source, identify, and recruit potential speakers, develop interesting topics for upcoming events, including annual events such as Asset Allocation, Economic Outlook, Energy Outlook, Fixed Income Updates, Equity Updates, and Private Equity Outlook.

RIA Programming Subcommittee

Source speakers and topics for upcoming events. Specifically target RIA members, expand the audience to attract new members and improve engagement at events. Start with administrative support and graduate to more senior tasks over time. Requires a high familiarity with the RIA industry and a pre-existing network of potential speakers.

 

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