Please read prior to submission - your application will require you to acknowledge you have read and agree to abide by the CFA Institute Conflict of Interest Policy, the CFA Institute Volunteer Handbook, and the Non-Staff Travel Policy:
Please note: Your progress cannot be saved while completing this application. Please dedicate 5+ minutes to complete the application in its entirety. Thank you!
Overview
CFA Institute is seeking volunteers to participate in short, recorded video conversations to share their perspectives on being a CFA Institute member. We are looking to hear directly from members about why they joined, what they value most about membership, and where they experience friction or opportunities for improvement.
These conversations will help CFA Institute staff better understand the lived experiences of members across different markets, career stages, and years of membership. Select recordings may also be used in future marketing or promotional efforts to help communicate the value of membership.
In addition to informing and influencing CFA Institute, this opportunity offers participants a chance to practice and demonstrate public speaking skills, gain experience speaking confidently on camera, and showcase their professional perspective and personal brand in a polished video setting.
We welcome participation from members across all regions and with a wide range of tenures, from newer members to long-standing members.
Participation will involve a brief video interview conducted via Zoom. Volunteers will be asked to sign a video release agreement prior to recording.
Objective
The objective of this opportunity is to capture authentic, member-led insights that:
- Deepen internal understanding of why members join and remain with CFA Institute
- Highlight what members value most about their membership experience
- Identify points of friction or unmet needs to inform future improvements
- Support clearer, more member-centered storytelling in potential marketing efforts
- Provide members with an opportunity to strengthen on-camera communication skills and promote their professional voice
Eligibility Requirements
- Active CFA Institute member in good standing
- Willingness to appear on video and share candid perspectives
- Video agreement permitting internal use and potential marketing use
Time Commitment
Approximately ~1 hour total:
- ~45 minutes to review the questions and prepare responses
- ~ 30-minute recorded video conversation