Summary
The Private Wealth Management Committee focuses on developing high quality programs that incorporates, but is not limited to, Equity, Fixed Income, Risk Management, Alternative Investments, Private Wealth Management, Wealth Advisory, and Investment Decision-Making and/or Portfolio Management perspectives.
We invite members with 6-14+ years of CFA® charterholder experience to apply.
Duration
Two-year term. Volunteer Program year is July to June.
Description
- Contribute to effective programming and event management related to institutional asset management to meet the professional development needs of the CFA Society Toronto membership.
- Support the Society’s Strategic Plan, Vision & Mission by promoting events that enhance the profile of the CFA designation and our membership.
Key Responsibilities
- Attend and participate in monthly meetings.
- Attend and participate in ad hoc committee meetings as required.
- As content experts, committee members propose event topics, event timing, event format, seek speakers/moderators/facilitators etc.; propose target audience, recommend networking opportunities, and also provide feedback to improve CFA Society Toronto’s professional development and continuing education programming.
- Committee members and Society staff work in conjunction to successfully plan, market, and deliver high quality programs and events consistent with members’ needs in an effective and efficient manner that elevates our brand.
Time commitment
- One-hour monthly meetings.
- 3 events per year, must assist and attend one event.
- Average 5 hours per month.
