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 Welcome to CFA Society Ottawa

CFA Ottawa Society is a local chapter of the CFA Institute​ - a global association of investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we support the CFA Institute in promoting:

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

 

  
CFA Society Ottawa and Financial Literacy

​To be determined

Start Time: 11/21/2017 12:00 AM
End Time: 11/21/2017 11:59 PM
All Day Event: Yes

CFA Society Ottawa and Financial Literacy 

This November, the CFA Society Ottawa will continue to deliver the Junior Achievement component of our financial literacy programming.  November is financial literacy month and we will be participating in the delivery of the Junior Achievement ‘Economics for Success’ program to grade 8 students on November 21st. A number of members delivered the program in June and all participants felt it was a valuable experience,
 
Junior Achievement Canada (JA) is a national organization that works in partnership with educators, volunteers and businesses to educate students about financial literacy, work readiness and entrepreneurship.
 
The JA Economics for Success program allows students to:

  • Gain an understanding of what life is like after high school
  • Map their interests, skills and passions to possible careers
  • Create a budget to prepare for the financial reality of post-secondary life
  • And more!

 
Delivering financial literacy content to students is a critical component of the outreach that the CFA Society Ottawa is looking to undertake. Help us make this effort a success! We’re looking for eight members to join us in delivering this program.
 
Event: Economics for Success  http://jacanada.org/program/economics-success
Date: November 21st
Member time requirement:

  • 2 hour training session prior to the event
  • Availability through the school day on November 21st

Member engagement target: 8 members
 
Please contact Alexander Bonnyman (alexanderbonnyman@gmail.com) by noon on November 2nd if you are interested in participating in this program that will help Ottawa youth develop the skill-set they need to be successful in work and life.
 
Regards,

Alexander Bonnyman, CFA
CFA Society Ottawa, Financial Literacy Chair​

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CFA Institute is a global association of investment professionals that sets the standards for excellence in the industry.

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The Year in Review 2017 Edition of the CFA Ottawa Society Newsletter is now available. Please take a moment to see how we've been working to serve our members by clicking here.

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