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.
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.
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.
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.
The New York Times, Your Money Advisor, Ann Carrns
The New York Times, Business Day, Kerry Hannon
The New York Times, The Upshot, Susan Dynarski
The New York Times, John F. Wasik
Contact George Dudley
Choosing A Bank Checklist
Finance for Teens
Investing for Retirement
Understanding Your Personal Taxes