Investors

CFA Charterholders Serving Nonprofits

Smaller nonprofit organizations often struggle to find qualified, objective and trustworthy volunteer assistance in managing their finances and assets. CFA® charterholders are fortunate to have developed exceptional skills after many years of hard work and preparation.  CFAW members have a unique opportunity to help area non-profit organizations by volunteering on their Finance/Investment Committees. The nonprofits need CFAW members’ solid investment knowledge and high ethical standards, and CFAW members benefit from the rewarding experience of giving back to our local community.

CFAW developed a database of its members who would like to be considered by local non-profits as Investment Committee volunteers.

If you are with a nonprofit and are interested in exploring our database of volunteers, please click here. You will be asked to create an account (free) with CFA Institute. Once you have created your account, please return to this page and click the above link again. You will then be able to access the volunteer database. We ask that you please contact the volunteers you are interested in directly to see if they might be a good fit for your organization.

Click here for a free copy of A Primer for Investment Trustees by the CFA Institute Research Foundation. This booklet covers issues such as governance, investment policy, investment objectives, risk tolerance and performance evaluation. Please feel free to share this link with your existing investment and/or finance committee volunteers.


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