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Overview
As part of a review of CFA Institute's private market offering, we are engaging practitioners from across the global private markets ecosystem to help validate and strengthen our emerging value propositions. We are seeking volunteers, both CFA charterholders and non-charterholders, who currently work in private markets and are willing to participate in a one-time consultation.
What Volunteers Will Do
Volunteers will join a 45-minute virtual conversation (scheduled at their convenience within the next month) with members of our Product Marketing team. During this session, they will:
- Share their core professional challenges in private markets
- Validate early-stage value propositions developed as part of this initiative
- Provide feedback on key messaging being tested (aligned with the survey already distributed)
- Give practical industry perspective to ensure our approach reflects real-world needs and terminology
Why This Work Matters
Private markets are evolving rapidly, with increased demand for transparency, analytics, and professionalization. As CFA Institute expands its relevance and offerings in this space, it is critical that our solutions are informed directly by those actively working in the field.
By participating, volunteers will help CFA Institute:
- Ensure proposed solutions address authentic practitioner challenges
- Develop value propositions that are clear, credible, and differentiated
- Strengthen messaging so it resonates across global private markets audience
- Build offerings that support the integrity, efficiency, and professionalism of private markets globally
What Volunteers Will Enable
Their input will directly shape:
- Future educational products
- Insights and content strategies
- Member value propositions
- Industry engagement approaches
- Potential new tools, resources, or frameworks for private market practitioners
With their help, CFA Institute can deliver solutions that genuinely advance the profession and support practitioners at every stage of their careers.
Who We're Looking For
We welcome volunteers from across the globe, including:
- Private Equity
- Private Credit / Debt
- Real Assets
- Infrastructure
- Venture Capital
- Fund Operations, Risk, Valuations, Analytics, Reporting, Secondaries, etc.
Both charterholders and non-charterholders are encouraged to participate. Diverse perspectives are essential to ensure our work reflects the full private markets landscape.