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:


 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

Shauna George, CFA, President
(T) 250.215.5016

Kwame Boateng, CFA, Vice President
(T) 250-861-5700​


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