CFA Society Okanagan

A Member of the CFA Institute Global Network of Societies



 Welcome to the CFA Society Okanagan

CFA Society Okanagan promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions. Reach us at:


 2018 CFA Societies Canada Ethics Challenge - National Finals


Canadian Ethics Challenge sets sights on building foundation for Canada's financial future

Twenty-two of Canada's brightest young minds have been identified through CFA Societies Canada's second annual national Canadian Ethics Challenge. Universities from across Canada were invited to participate in regional competitions where they were each assigned an identical case study to review and present to CFA societies across Canada.

The case study included an ethical dilemma and teams were judged based on their ability to identify all ethical issues outlined within, in accordance to the CFA Institute Code of Ethics & Standards of Professional Conduct, and their recommended course of action.

"Part of CFA Societies Canada's mandate, as an extension of CFA Institute, is to ensure the highest ethical standards are met within our industry. We've been a driving force in ethical standards for the financial industry as part of our key activities since day one," says Clayton Gall, Chair and President Council Representative of CFA Societies Canada. "This is the second year that we're executing the challenge on a national scale and we've seen significant growth in interest compared to last year with a 40 per cent increase in entrants."

This year's regional competition's included 26 post-secondary institutions including two teams from Winnipeg. The Prairies regional competition, which was held in Winnipeg, had 6 teams participating with the winner, Mount Royal University advancing to represent the Prairies region in the finals.

"All participating teams delivered thorough and professional presentations and the participants demonstrated their depth of their understanding during the question and answer period," says Joe Brekelmans, President, CFA Society Winnipeg.  "It was encouraging to see students demonstrate their knowledge of best practices, ethical standards and guiding principles.  The experience left me feeling very optimistic of the future of finance in Canada."​​

The competition is designed to promote critical thinking, analysis and increase students' awareness of ethical dilemmas they may encounter as they enter the workforce and move through their careers. Case studies are written to mirror real life ethical dilemmas that participants could one day encounter and intended to build a strong Future of Finance.

The finalist team competing in the 2018 CFA Societies Canada Ethics Challenge hail from:


  • ​Mount Royal University
  • Saint Mary's University
  • Thomson Rivers University
  • Université de Sherbrooke
  • University of Ottawa, Telfer School of Management


These teams will compete for the national title in Vancouver, BC, on Thursday May 3, 2018. At the final competition, teams will be assigned a second case study and will have three hours for analysis before presenting to a live judging panel of CFA charterholders and participating in a live question and answer period.

Register to watch LIVE STREAM the 2018 CFA Societies Canada Ethics Challenge on Thursday May 3, 2018 at 3:45pm – 7:30pm CST.

Members are encouraged to post content to social media using dedicated hashtag (#CFAEthicsChallenge)​

For more information about the Canadian Ethics Challenge, please visit CFA Societies Canada online.

About CFA Societies Canada

CFA Societies Canada is a collaboration of CFA Institute and the 12 Canadian member societies, whose mission is to build brand awareness of the CFA designation and to advocate for the highest standards of integrity and ethics for the ultimate benefit of Canadian investors. For more information, please refer to​

 Code and Standards

Learn more about the recent update to the Code and Standards.

 Canadian Advocacy Council for Canadian CFA Institute Societies

The Canadian Advocacy Council for Canadian CFA Institute Societies (“CAC”) is the Pan Canadian body representing the interests of Canadian CFA Institute societies with regards to advocating CFA Institute’s Code of Ethics and Standards of Practice to Canada’s securities regulators, standard setters, self-regulatory organizations, industry groups and legislators.

 What Every Investor Should Know

How to choose your financial advisor, avoid common mistakes, define investment objectives, and more

Click on this link for the following articles:

Investor Education

  • Why Select a CFA Charterholder?
  • Defining Your Investment Objectives
  • Managing the Relationship Between You and Your Advisor
  • Choosing a Financial Advisor
  • From Coalition for Investor Education: Cutting Through the Confusion
  • Hedge Funds 101: What Investors Need To Know
  • 12 Common Mistakes Investors Make
  • How to Read Financial Statements Like an Investment Professional
  • Why the CFA Designation Matters to You
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 Who is CFA Institute

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

 Passport Program

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 Contact Us

Gordon Fawcett, CFA, President
(T) 250.575.7314

Shauna George, CFA, Vice President
(T) 250.215.5016


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