A Member of the CFA Institute Global Network of Societies
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: info@okanagan.cfasociety.org
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http://www.cfaadvocacy.ca
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.
How to choose your financial advisor, avoid common mistakes, define investment objectives, and more
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Investor Education
CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.
Shauna George, CFA, President(T) 250.215.5016
Kwame Boateng, CFA, Vice President(T) 250-861-5700
Email: info@okanagan.cfasociety.orgVisit us on Facebook and LinkedIn
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