Volunteer Opportunities for Financial Professionals

Finance industry professionals have unmatched expertise when it comes to teaching personal finance and economics. If you are a certified professional working in the finance industry, you can help in a variety of ways.

  • Teach personal finance to teens and young adults
  • Recruit a school/educator to register for the program
  • Host a field trip for students to visit your office

    You can follow us on LinkedIn, Facebook, Twitter,
    or sign up for our e-mail announcements list for updates on volunteer opportunities.

    Teach personal finance topics to teens and young adults

    BAFEF volunteers teach carefully selected curriculum focused on the basics of personal finance. Topics include budgeting, saving, investing, credit & debt, taxes and more. We are currently offering these classes to Bay Area high schools and youth organizations both in person and via Zoom.

    Volunteers are currently being recruited for the 2020-2021 school year. If you are a financial professional interested in teaching classes please complete our online application to become a BAFEF volunteer.

    To read more about our program please download our brochure.

    Empowering Women for the Future

    Women in finance are needed to serve as mentors for the day at our annual financial literacy conference for high school girls in San Francisco. Click here to learn more.

    More volunteer opportunities

    Junior Achievement

    Junior Achievement of Northern California (JA) partners with educators and volunteers to give young people access to the knowledge and skills they need to own their economic success, plan for their future, and make smart academic and economic choices. JA recruits and trains corporate and community volunteers to deliver experiences that give students, from kindergarten through high school, relevant, hands-on learning on financial literacy, work readiness and entrepreneurship.
    JA programs empower students to make a connection between what they learn in school and how it can be applied in the real world – enhancing the impact of their classroom learning and increasing their understanding of the value of staying in school.

    Volunteers are provided with training by phone prior to their JA classroom session. A series of training videos are also available at JA's YouTube channel. Click this link to see a sample video and learn more about the JA volunteer experience!

    To learn more visit their website.

    NFTE Bay Area

    The Network for Teaching Entrepreneurship (NFTE) provides programs that inspire young people from low-income communities to stay in school, to recognize business opportunities and to plan for successful futures. Started in New York City in 1987, NFTE has served more than 500,000 youth worldwide with innovative entrepreneurship education.
    Since 1994, NFTE Bay Area has reached more than 13,000 students from low-income communities with impactful entrepreneurship education, job readiness skills building, and connection to the business community.

    NFTE needs volunteers to work with the students coaching and mentoring them as they develop their business plans and participate in innovation challenges. They also need volunteers to serve as local and regional competition judges. Please visit their website to learn more.

    Stock Market Game

    Financial industry professionals are needed to help with SIFMA Foundation's Stock Market Game. This program, where teams of students manage virtual portfolios for several weeks, has participants from hundreds of schools throughout the Bay Area.

    Classroom materials are available for those wishing to serve as a guest speaker including powerpoint presentations, online courses, interactive worksheets and testing materials. Invest it Forward and get involved today! Click here to download a brochure on the program.

    If you'd like volunteer to work with Stock Market Game or InvestWrite Competition students, please visit the SIFMA Foundation's website.

    InvestWrite Competition

    InvestWrite is an innovative national writing competition, sponsored by the Foundation for Investor Education, for students in 4th through 12th grade. InvestWrite integrates critical thinking and language arts components that help reinforce the financial decision-making skills that students learn in the classroom while using The Stock Market Game program. Volunteer judges are needed to help recognize students throughout the nation for their newly acquired investment knowledge. Judges also play a significant role in selecting which students and teachers win great InvestWrite prizes. Judges evaluate up to 6 student essays. For standardization purposes, each essay provided to you will be of the same grade division (elementary, middle or high school). The essays you will receive have been pre-selected by the students’ classroom teacher and will be graded by two judges to avoid possible bias. Judging will take place entirely online, in April of each year, with no meetings or phone calls. To register online, go to www.investwrite.org/judges