Volunteer Opportunity Details

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:

• CFA Institute Conflict of Interest Policy.
• CFA Institute Volunteer and Non-Staff Handbook.
• 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!

The Practice Analysis group is recruiting members for the Practice Analysis Working Body. The Working Body supports the Education Advisory Committee and practice analysis process by serving as a forum for surveys of current practice, reviewing proposed revisions to the Bodies of Knowledge related to CFA Institute education programs and reviewing developed content for CFA Program, CIPM Program and certificates.

We are looking for candidates with experience in the investment management industry.

Projects can include the following:

• Complete surveys regarding industry trends and topics relevant to the competency framework, industry practice and CFA Program;
• Complete Candidate Body of Knowledge (CBOK) surveys;
• Review curricula materials, for example, learning outcome statements, readings, and study tools (variable frequency).

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