In order to submit an application, you must agree to the volunteer guidelines. Use the following link to view the detailed guidelines before beginning the application process — Code of ethics standards of conduct guidance.
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 3 minutes to complete the application in its entirety. Thank you!
We're always looking to members to inform enhancements to the CFA Institute membership — and we want your input! Ready to share your thoughts on new benefits and the membership experience? Fill out this form and let us know you're open to a conversation. We have several opportunities coming up in 2025 to provide feedback.
Stephan Allotey-Addo CFA Institute communitymanager@cfainstitute.org
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