2025-2027 Volunteer Application
Contact Information
Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
Phone Number
Format: (000) 000-0000.
Are you currently a CFA Society San Diego member?
Regular Member
Affliliate Member
Not a Member
Employer
# of Years in the Investment Industry
# of Years as a CFA Charterholder
Professional Designations (e.g. CFA, CFP, CPA, etc.)
Please list any current or prior boards served on
Education Record
Undergraduate University
Graduate University
Areas of Interest in Volunteering with the San Diego Society
I am interested in contributing to the following areas: (Check all that apply)
Program Events / Educational Content
Program Events / Event Planning
Social Events
Membership Outreach
Advocacy
Sponsorship
Public Awareness / Social Media
University Outreach
CFA Institute Research Challenge
Other
Availability
(Check all that apply)
One or two meetings or events per year
Board Level - 5 to 15 hours per month on-going
Initiate and participate in a short-term project (a few meetings within a few months)
Initiate and participate in a long-term project (several meetings during the year)
Conditions of Agreement
I acknowledge that I have read, understand and agree to comply with this Volunteer Acknowledgement and all applicable policies. I further understand that my services for CFASSD are being rendered in a volunteer-capacity and will not be compensated.
Signature
Date
-
Month
-
Day
Year
Submit
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