How to Volunteer

Your Volunteer Profile

Complete your volunteer profile
The more information you supply, the easier it is to invite you to apply for future opportunities that align with your interests and qualifications and for staff facilitators to review your applications. You set the privacy settings, so you decide what information you want to share with colleagues and what you want to keep private.

Opt into the volunteer pool
Opting in will allow you to receive email invitations to apply for new opportunities that match your interest and qualifications. You have a toggle at the top of your Volunteer Profile if you wish to opt out at any time.

Open Opportunities

Check out the opportunities now forming!
From working groups to micro-volunteerism, the full list of global volunteer roles is available through the Volunteer Opportunities List. Apply for the roles that interest you and fit into your busy schedule. CFA Institute staff will review the applications and make appointments based on the criteria outlined in the role description. While we may not be able to accept all applicants to every opportunity, the list of open applications changes regularly so keep checking for more ways to get involved!

Volunteer Categories

As part of your volunteer profile, please identify the area(s) in which you are interested in volunteering. This will help CFA Institute identify opportunities that match your interests and qualifications and invite you to apply. Do not forget to opt into the volunteer pool at the top of your volunteer profile!

CFA Institute Governance

Serve on the Board of Governors, which is the most senior corporate body, with ultimate responsibility for the strategy and the management of the organization.

CFA Program Curriculum, Exam Development, and Administration

Support the credentialing team in curriculum review, standard-setting, practice analysis, or exam grading.  

CIPM Certificate Curriculum and Exam Development

Support the credentialing team in CIPM Program curriculum and exam development and review and standard-setting.

ESG Investing Certificate Curriculum and Exam Development

Support the credentialing team with ESG Investment Certificate curriculum and exam development.  

Local Engagement 

Volunteer in a variety of ways within your local society.  

User Experience

Provide valuable feedback to support improvements to online experiences.  

Regulatory, University, and Employer Advocacy

Support the work of CFA Institute to advance and promote policies that serve investor protection over commercial interests. 

Professional Conduct Program

Support the enforcement of the Code of Ethics and Standards of Professional Conduct and the rules and regulations of the CFA Program in order to maintain the integrity of CFA Institute membership and the CFA designation.  

Standards and Ethics

Support the development and administration of codes and standards that guide the investment industry and help ensure all investment professionals place client interests first.  

Presidents Council Representative (PCR)

PCRs facilitate communication between member societies and the Board of Governors.