Volunteer Opportunities

PT Version

To ensure our community remains vibrant and welcoming, volunteer participation makes all the difference.

At this moment, we are looking for people who would like to collaborate on the following projects:

Recruitment for the Research Challenge

Mentors for the Research Challenge

Role: Mentor a team through the preparation of their equity research report.
Requirements: Experience in equity, either on the buy side or sell side.
Estimated time: 6 hours between November and February.
Benefits: Award of 6 CE credits for CFA Society Portugal members. Opportunity to contribute to the training of future professionals. Chance to be part of a global competition that involves over 6,000 students from around 1,150 universities.

Graders for the Research Challenge

Role: Evaluate the equity research reports submitted by the competing teams.
Requirements: Experience in equity, either on the buy side or sell side.
Estimated time: Around 12 hours between the second half of January and the first week of February.
Benefits: Award of 10 CE credits for CFA Society Portugal members. Chance to be part of a global competition that involves over 6,000 students from around 1,150 universities.

Financial Literacy

Role: Act as a speaker at financial literacy workshops organized by CFA Society Portugal and help update content.
Requirements: Proficiency in spoken and written Portuguese. Interest in the topic.
Estimated time: Each workshop lasts about 2 hours, including preparation time. Workshops will take place throughout the year, in person or online.
Benefits: Contribute to the promotion of financial literacy in Portugal. Opportunity to represent CFA Society Portugal in partnership events. Develop public speaking and communication skills.

Advocacy Committee

Role: Participate in monthly meetings. The committee collaborates with the CFA Institute to propose legislative changes to the European Commission or other regulators, with the aim of improving capital market legislation for the benefit of retail clients. Critical areas of discussion include ethics, capital markets resilience, fintech, business conduct, sustainability, and pensions.
Requirements: Must be a CFA Society Portugal member.
Estimated time: 1–2 hours per month.
Benefits: Contribute to discussions on regulation, ethics, and best practices in the financial sector, making the Portuguese financial system more transparent, fair, and efficient.

CFA North

Role: Participate in committee meetings to foster events in the northern region of the country.
Requirements: Must be a CFA Society Portugal member and live in northern Portugal.
Estimated time: 4–6 meetings per year, each lasting about one hour.
Benefits: Help strengthen a vibrant community in northern Portugal.

University Workshops

Role: Deliver workshops to undergraduate and master’s students, or student clubs, on specific financial topics related to your professional expertise. Sessions may be in person or online, depending on volunteer availability. If interested, please indicate the topic(s) you would like to teach.
Requirements: Must be a CFA Society Portugal member.
Estimated time: Maximum of two workshops per academic year per topic. Each workshop lasts up to 90 minutes.
Benefits: Opportunity to represent CFA Society Portugal at Portuguese higher education institutions.

Special Interest Groups

Role: Manage one of the special interest groups created by CFA Society Portugal exclusively for members. The objective is to foster engagement, alongside other group leaders, through idea- sharing, networking events, and educational/informational activities. Groups include: Public Markets, Private Markets, Wealth Management, and Corporate Finance.
Requirements: Must be a CFA Society Portugal member.
Estimated time: Minimum of 5–10 minutes per week, throughout the year.
Benefits: Help strengthen a vibrant community. Opportunity to moderate discussions.

“My Financial Future” Competition

Role: Evaluate submissions from student teams for the case competition. “My Financial Future” is organized in partnership with Banco de Portugal and is aimed at university students, with the goal of promoting financial literacy among young people.
Requirements: Must be a CFA Society Portugal member with proficiency in written Portuguese.
Estimated time: Each grader will review 8–10 cases (each around 10 pages). An evaluation guide will be provided. The grading period will run between November and February.
Benefits: Contribute to the promotion of financial literacy in Portugal. Opportunity to represent CFA Society Portugal at events held during this initiative.

CFA Society Portugal Mentorship Program

Role: Act as a mentor for a CFA Society Portugal member at the early stages of their career. Mentors will receive supporting tools.
Requirements: Relevant professional experience in the financial sector.
Estimated time: The mentorship lasts 12 months, starting in January, and includes monthly meetings between mentor and mentee.
Benefits: Help train the next generation of CFAs!

Ethics Workshops

Role: Deliver Ethics workshops at Portuguese universities affiliated with the CFA Institute. These workshops focus on presenting the Code of Ethics and Standards of Professional Conduct. Sessions may be held online or in person. A standard presentation will be provided but can be adapted by the speaker.
Requirements: Must be a CFA Society Portugal member.
Estimated time: Each workshop lasts approximately 90 minutes.
Benefits: Opportunity to represent CFA Society Portugal at Portuguese higher education institutions.

Research Foundation

Role: Adapt and promote content from the CFA Institute Research Foundation. These materials will be shared on the Society’s social media and occasionally with other media outlets.
Requirements: Must be a CFA Society Portugal member.
Estimated time: Around 2 hours per month.
Benefits: Opportunity to transform technical material into accessible and engaging publications, promoting knowledge in the sector.

Events Committee

Role: Join the events committee to discuss upcoming event topics and assess past events.
Requirements: Must be a CFA Society Portugal member.
Estimated time: The committee meets five times a year.
Benefits: Help strengthen a vibrant community.

Moderators for Online Debates

Role: Moderate debates as part of the Financial Professions Webinars series. These debates focus on a specific financial profession and feature speakers from different European countries.
Requirements: Must be a CFA Society Portugal member with proficiency in spoken English.
Estimated time: Each volunteer is expected to moderate 1–2 debates per year.
Benefits: Opportunity to represent CFA Society Portugal at international events.

If you are interested in any of these projects or need further information, please contact us at info@portugal.cfasociety.org , indicating the project(s) you would like to collaborate on.