Volunteer Opportunities


CFA Institute Volunteering

Give back to the profession, network with other members, refine your skills, and, in many cases, earn Professional Learning credits. 

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Initiatives & Volunteer Opportunities

One of the best ways to optimize your membership with CFA Society Hartford is to v​olunteer. Volunteering heightens your visibility and puts you in contact with other professionals in the industry. There are many levels of volunteer activity, so take your time evaluating how you would like to get involved and then get started by following the simple steps below:

CFA Society Hartford Initiatives

CFA Institute Research Challenge

The CFA Society Hartford hosts a local competition as part of the annual CFA Institute Global Research Challenge (The Research Challenge) in association with the CFA Society Providence and the CFA Society Stamford. The Research Challenge is an investment competition among university students at the graduate and undergraduate level. One team of three to five students per university is challenged to conduct an equity analysis of a public company, specified by the CFA Society Hartford. Two teams per university may be allowed at the discretion of the CFA Society of Hartford.  Each team is required to prepare a written analysis and finalists will conduct a 10 minute oral presentation for a panel of judges. The students' work is judged by industry professionals.  Each team may be provided one faculty adviser that is selected by the team's university. The adviser will be the team's point of contact with the CFA Society Hartford. Winning local teams will have the opportunity to move on to the regional competitions.  

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Annual Forecast Dinner

Each year the CFA Society Hartford holds a Forecast Dinner at the Connecticut Convention Center.  The event includes a reception with exhibitor area, a seated dinner, President’s address, Keynote speaker and awards.  The event is sponsored by local firms.

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The goal is to better integrate the CFA Society Hartford into the greater Hartford financial and business community establishing CFA Society Hartford as a leader promoting ethical behavior and best business practices in finance.

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Financial Literacy Education​

The CFA Society Hartford provides financial literacy education within local schools in classes K -12.  Volunteers go into classrooms and present financial literacy education materials (provided in partnership with Junior Achievement).  Each assignment will typically involve five classroom sessions of about 45 minutes each (one per week).  Volunteers can work individually or in teams.

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Get Involved 

CFA Society Hartford is looking for members with a passion for giving back to the investment industry and local community. Based on our Society initiatives, learn more about the available volunteer opportunities, more information about each committee, and information on how to apply. Help mold and shape your Society by volunteering today!