CFA Society Boston Financial Literacy Inquiry Form
Contact Name
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First Name
Last Name
Contact Email
*
example@example.com
Contact Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
Organization
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Organization Website
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If the onsite contact differs please provide their name, email, and phone number.
We offer presentations in the categories of Personal Finance and Investing. Please select which topic/s your organization is interested in.
Basics of Budgeting
Banking
Saving
Borrowing & Credit Scores
Paying for Education
Introduction to Insurance & Risk
Understanding Your Taxes
Rent vs. Buy/ First Time Homeownership
Careers in Finance
Financial Wellness
Financial Fraud and Scams Targeting Seniors
Goals, Not Limits: Budgeting with a Purpose in Retirement
Cost of Living
Investing Topics
Basics of Investing
Introduction to Equity & Bonds
Investing for Teens
Investing for Retirement
Active vs. Passive Investing
Estimated Audience Size
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1-10
11-20
21-30
31-40
41-50
50+
Audience Type
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Investing Public
Non-Investing Public
High School
College
Seniors
Is this a one-time Financial Literacy offering?
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Yes
No
If this is a series, how many offerings are you requesting?
Is the requested presentation in conjunction with other offerings or part of a larger event?
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Yes
No
If yes, what is the larger event?
Are you planning to contact or include other organizations in your event?
Yes
No
Have you contacted any other organizations for this offering?
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Yes
No
If yes, who?
Requested Date. Please note CFA Society Boston needs a minimum of 4 weeks to schedule a Financial Literacy offering.
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-
Month
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Day
Year
Date
Alternative Date, if requested is unavailable.
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Month
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Day
Year
Date
Will this offering be virtual or in-person?
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Virtual
In-person
Hybrid with Presenters Onsite
Hybrid with Presenters Virtual
If in-person, location of Offering (Address, City, State)
Scheduled Time Frame for offering, including Start Time and End Time. Please note that CFA Society Boston volunteers generally work in finance. Depending on geography, certain times of day may be difficult to fulfill.
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How do you publicize such an offering?
Newspaper
Website
Social Media
Direct Mail
Email List
Other
If selected, would CFA Society Boston be permitted to provide language about the society for inclusion in publication/s?
Yes
No
Maybe
If your organization participates in the CFA Society Boston Financial Literacy Initiative, do you grant permission for us to use your logo on our website and in occasional promotional materials?
Yes, you may use our logo for recognition and promotional purposes if we participate (the society will contact you to ensure proper usage)
No, you may not use our logo
How did you hear about the CFA Society Boston Financial Literacy program?
Friend/Colleague
Online Search
CFA Society Boston Member
Past Events
Other
Would you like to receive the CFA Society Boston Financial Literacy Alliance Quarterly Newsletter?
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Yes
No
Submit
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