CFA Society Boston's Financial Literacy Initiative


To close the financial literacy gap by imparting financial knowledge without conflicts of interest, thereby improving the lives of the current and future investing public, the credibility of our industry and ultimately, the stability of our economy.

CFA Society Boston’s Financial Literacy Initiative is a community outreach program designed to consolidate valuable financial literacy content and make it widely available as a resource to the general investing public. We strike alliances with non-profit groups, leveraging their reach to access a wide variety of audiences, from late high school onward. Since its inception in 2014, the initiative has grown year-over-year in multiple ways:

  • Member engagement
  • Active non-profit alliances
  • Number of lives touched
Now, more than 80 CFA Society Boston members – all financial professionals – volunteer to develop, market, and distribute educational modules to improve financial literacy The initiative is topic-driven and targets people of all ages and backgrounds. The program addresses issues such as Personal Finance, Basics of Investing, Retirement, Bonds vs. Equities, Choosing a Bank, and more. It is so heartwarming to see the enthusiasm of both our volunteers and our audiences. We are truly making a difference in people’s lives, helping us to fulfill the CFA Society Boston mission of “serving the investing public.”

Alliance Leaders

Our model assigns a volunteer leader to each non-profit alliance. Each leader cultivates relationships with non-profit alliances, helps to determine the financial literacy needs of the alliance's constituents, directs a team to develop content (or adapt existing content), and schedules presentations. This structure helps to delegate efforts across our volunteer base and keep the initiative scalable. 

Current Alliances

CFA Society Boston volunteers actively engage with members of the investing public ranging from high school students to senior citizens. Whether conducting a 12-part series for Boston Public Schools via Private Industry Council, participating in a Financial Literacy Fair with Year Up, teaching finance and investment concepts to Invest In Girls' high school students, helping New Sector Alliance fellows understand taxes, or discussing retirement with senior citizens at local libraries, our volunteers are helping to bridge the financial literacy gap.   

  • Boston PIC (Private Industry Council)
    The mission of the Boston PIC is to strengthen Boston's communities and its workforce by connecting youth and adults with education and employment opportunities that align with the needs of area employers.

  • Year Up
    Year Up is a one-year, intensive training program that provides low-income young adults, ages 18-24, with a combination of hands-on skills development, coursework eligible for college credit, corporate internships, and wraparound support.

  • Invest In Girls
    Invest in Girls teaches high school girls financial concepts, exposes them to professional women role models, and introduces them to financial services companies and career paths in finance to empower them to become tomorrow's leaders.  

  • New Sector Alliance
    New Sector’s fellowship programs bring together cohorts of highly-motivated, skilled early career professionals to pursue their commitment to working in the social sector.  Fellows serve full-time building a nonprofit organization’s capacity and participate in training, mentoring, and coaching activities.  

  • YNPN (Young Nonprofit Professionals Network)
    YNPN's goal is to develop a stronger, higher impact nonprofit community by engaging young talent and their organizations in professional development and human capital management practices. Their vision is that one day, Boston’s nonprofit community (where individuals and organizations are working together) will have a continuous pipeline of diverse, highly engaged individuals who help to realize the sector’s full potential for impact.

  • Alliances in the works
    Currently, CFA Society Boston volunteers are in discussions to broaden our reach with potential alliances such as:
    - Metco
    - Pine Street Inn
    - ABCD
    - Cathedral School

CFA Society Boston's Financial Literacy Initiative Branding Banner

 CFA Boston Financial Literacy Initiative Volunteers

CFA Society Boston's Financial Literacy Initiative Overview

May We Recommend

Treasury Department's My Financial Life MA - Deb Goldberg

Massachusetts State Treasurer Goldberg and the Office of Economic Empowerment recently launched My Financial Life MA — a multimedia platform with targeted financial education for all lifestages. This is an excellent Financial Literacy resource. 

Articles & Resources

Americans' biggest financial regret? Not saving enough

Bankrate, Amanda Dixon

When Unpaid Student Loan Bills Mean You Can No Longer Work

The New York Times, BUSINESS DAY, Jessica Silver-Greenberg, Stacy Cowley and Natalie Kitroeff

The Market is High, Beware of Portfolio Drift

The New York Times, Your Money Advisor, Jeff Sommer

Fascinating book geared at teens to talk about savings and investment. Emmanuel Modu

Lapsed Student Loan Payments May Cost You a Tax Refund

The New York Times, Your Money Advisor, Ann Carrns

Retiring Special Section: Now Is the Time to Make a Plan

The New York Times, Business Day, Kerry Hannon

At Last, Your Financial Aid Ordeal Has Gotten Easier

The New York Times, The Upshot, Susan Dynarski

How to Get Financial Advice That Is in Your Best Interest

The New York Times, John F. Wasik

The 21 Questions You're Going to Need to Ask About Investment Fees
The New York Times, Ron Lieber

More Information
Contact George Dudley

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Test your knowledge!

Savings Information Sheet
(Adobe PDF File)
Budgeting Worksheet
(Adobe PDF File)
Investing for Retirement
(Adobe PDF File)
Finance for Teens
(Adobe PDF File)
Choosing A Bank Checklist
(Adobe PDF File)
Active vs. Passive Investing
(Adobe PDF File)
Basics of Insurance
(Adobe PDF File)
Basics of Investing
(Adobe PDF File)
Bonds & Equity
(Adobe PDF File)
Understanding Your Taxes
(Adobe PDF File)
Borrowing And Credit Scores
(Adobe PDF File)
Understanding Credit
(Adobe PDF File)