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 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, or discussing retirement with senior citizens at local libraries, our volunteers are helping to bridge the financial literacy gap.
Click here to see examples of content presented by our volunteers. If you are interested in having CFA Society Boston volunteers present financial literacy to your organization or group, please complete the Financial Literacy Inquiry Form here. Inquiries are reviewed by volunteer leadership and evaluated based on the mission of the CFA Society Boston Financial Literacy Initiative, alignment with the organization, the proposed requirements, and the availability of volunteers. Inquiries will only be accepted through the online form. Please note at this time CFA Society Boston is accepting new inquiries but due to COVID-19 our volunteers are not presenting to organizations in March, April or May.
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Financial Literacy Resources
Click Here to view presentations that our volunteers have presented.
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.
Pepperdine University has developed an extensive guide that helps kids, teens and students better understand what it means to be financially literate. Fine information on budgeting, saving, and practical money skills while preparing for student loans, credit cards, and a good credit history. Pepperdine's goal is to offer materials that prepare youth for a successful transition to adulthood.