Apply to be a Volunteer - CFA Society of Los Angeles

Application to be a Volunteer

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CONTACT INFORMATION

First Name *

Last Name *

Company *

Position/Title *

Home Address

City

State

Zip

Work Phone *

Home Phone *

Cell Phone *

Email *

Member ID *

AREAS OF INTEREST

Fund Raising

Leading a roundtable discussion

CFA Review

Moderating a panel discussion

Community Outreach (e.g. financial literacy programs)

Serving as a panel member for panel discussion

Recruit Speakers

Being a table host at a monthly meeting

Introducing a speaker

Hosting prospective members at breakfasts

Writing articles for newsletters

Telephoning prospective
members to invite them to meetings

Desktop publishing, graphic design

Donating printing of materials
(brochures, newsletters, posters)

Telephoning prospective members
after they have attended a meeting

COI: Alternative Investments

COI: Private Wealth Management

COI: Portfolio Management

COI: Asian Pacific

COI: Behavioral Finance

COI: Quant Analytics

COI: Sovereign Wealth Funds

Speaking at a meeting on the following topic(s):

Conducting a workshop on the following topic(s):

Other:

AVAILABILITY

Best day(s) available: (check all that apply)

Mon

Tues

Wed

Thurs

Fri

Sat

Sun

Best time(s) available: (check all that apply)

Morning

Noon

Afternoon

Evening

Night

Number of hours per week available to commit

Preferred location(s): (e.g. - work from home / computer / downtown / Westside / etc.)