Volunteer Opportunity Details

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Soft Skills working group member

Signup Deadline: 17-09-2020
Starts: 28-09-2020
Ends: 26-09-2021


No of new member volunteers



Membership year 2020/21


40 hours

Reports to:

Content steering committee

This group’s focus is on delivering content to members around traditional soft skills such as leadership and communication skills. The group should be guided by the soft skills competencies within the competency framework plus data that shows what members are engaging with.


The group is tasked with: 

  • Identifying where CFA UK has gaps in content as per the soft skills competency framework
  • Curating content for Discover that lines up with the soft skills competency framework with a focus on filling identified gaps
  • Creating or commissioning original content for Discover:
  • Ensuring content is in line with CFA UK’s quality standards
  • Contacting subject matter experts requesting original submissions
  • Interviewing subject matter experts over zoom to create video content
  • Identifying potential podcast guests
  • Curate and package content to produce soft skills learning guides for CFA UK Discover – e.g. a package of content
  • Proposing and confirming webinar topics and speakers that line up with the soft skills competency framework
  • Looking ahead to the relaunch of live events – CFA UK staffed office will provide guidance
  • Regular liaison with the other careers working groups and the Inclusion & Diversity Committee – this may include a couple of dedicated virtual meetings on careers content during the year


Who are we looking for? 

  • Volunteers with a strong interest and understanding of what soft skills investment professionals need in their careers
  • Volunteers with either: contacts who are soft skills subject matter experts that will provide content or speak on webinars; and/or a willingness and ability to research and engage with relevant subject matter experts
  • Availability for approximately six online meetings throughout the membership year plus conference calls and work to move ideas forward between meetings if required.
  • Ability to work with a group to shape ideas.
  • Understanding of what would interest the membership around this topic area


How CFA UK will help: 

  • Attend your first meeting of the new membership year and deliver a short 30 minutes workshop to help you understand better how to achieve the deliverables you have been tasked with using all our communication channels to market your outputs including the member newsletter, social media and our website.
  • Providing zoom licences for online events (subject to coordination around dates)
  • Provide all logistics for any live events (venues etc.)
  • Providing technical expertise around creation of content including video editing and proof reading
  • Providing staff contacts to answer questions and offer guidance

What you will gain:

  • Build your profile within the CFA UK network of volunteers, the wider membership and the industry
  • Develop leadership, communication and teamwork skills through our volunteer personal development training
  • Recognition for your contribution in shaping and delivering services to the membership
  • Opportunity to meet and network with other like-minded investment professionals
  • Volunteering brings a “shared experience” amongst peers that has long lasting benefits for your career
  • Learn more about what to expect from volunteering in our FAQs here


Career Mentoring/Coaching

Volunteers Needed:

2 (2 open slots)

Experience Required:

4 - 6 Years Industry Experience


Marissa Charles