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 Overview

Our society is an association of local investment professionals in the Thompson-Okanagan. Consisting of portfolio managers, investment advisors, educators and other financial professionals, we promote:

  • ethical and professional standards within the investment industry,
  • encourage professional development through the CFA Program and continuing education,
  • facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
  • work to further the public's understanding of the CFA designation and investment industry.


As one of CFA Institute member societies, our society connects members to a global network of investment professionals. ​

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 Code and Standards

The Code of Ethics and Standards of Professional Conduct have been updated. Current translations of the Code and Standards are also available.