Financial Literacy Efforts

The CFA Society Boston Financial Literacy Initiative aligns the society with non-profit groups to reach a wide variety of audiences, from late high school onward. Since its inception in 2014, the initiative has touched thousands of people, partnered with over 30 organizations, and currently has over 30 active volunteers. This community outreach program makes valuable financial literacy content available to the general investing public through collaboration with our alliance partners. The initiative addresses issues such as Personal Finance, Basics of Investing, Retirement, Bonds vs. Equities, Choosing a Bank, and more.

Target Audience

High School and older.

Types of Content

We partner with local organizations to offer finlit education both virtually and in-person. We have existing partnerships but we receive inbound requests through a form on our website regularly, as well as through existing volunteers and members. Once we receive a request one of our FinLit Chairs reach out to the organization to determine if it is the correct fit and, if so, get the pertinent information. We then go to our pool of volunteers to request someone to serve as Alliance Leader and any additional volunteers needed to finetune the material and present.

Additional Content


Long Term Objective

CFA Society Boston’s Financial Literacy Initiative’s mission is to close the financial literacy gap by imparting financial knowledge without conflicts of interest, thereby improving the economic opportunities and lives of our diverse audiences and the communities in which they live, the credibility of our industry and ultimately, the stability and growth of the economy.

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Renee Russo, Will Krause, CFA  –;