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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.


LiveStream 2018 CFA Societies Canada Ethics Challenge (PDT)

​See above

Start Time: 5/3/2018 1:50 PM
End Time: 5/3/2018 5:15 PM
All Day Event:

The Canadian Ethics Challenge is designed to increase students’ awareness of the ethical dilemmas and issues they may face when they enter the investment management industry. Teams consisting of students from finance or business programs are given an ethics case to analyze and evaluate. Each team then presents its analysis and recommendations to a panel of judges. Following a question and answer period with each team, the judges then select a winner. To determine the winning team, the judges use a grading rubric that is based on the identification and understanding of the ethical issues in the case, the recommendations provided, the depth of the analysis, quality of the presentation, and responses to the judges’ questions. The winning teams from each local level across the country have advanced to compete in the 2018 CFA Societies Canada Ethics Challenge for the national title!
Participating Schools:

 MRUSt. Mary's UniversityTelfer TRU USherbrooke

Who Should Attend
Students, faculty, employers, recruiters, friends and family are welcome to attend this event to show support. Must register in advance as space is limited.

Show Your School Spirit
Use #CFAETHICSCHALLENGE on LinkedIn and Twitter and show your support to the competing schools. We want to see who has the MOST school spirit!


01:50 PM - 01:55 PM (PDT)    Rules Overview & Judges Introduction

02:00 PM - 04:00 PM (PDT)    Ethics Challenge Competition

05:00 PM - 05:15 PM (PDT)    Announcement of Winning Team

Registration Instructions 

All ticket types are COMPLIMENTARY. Livestream details will be emailed to you a few days prior to the event.

If you are a member of CFA Institute please log in using your CFA Institute credentials, otherwise please choose the register as a guest function after you click the register now or login button to create an account. 

Last day to register is Friday April 27th, 2018 at 5PM EDT. Space is limited.

If you have any issues registering, please contact

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 About CFA Institute?

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

 2015 Canadian Compensation Survey


Read the CFA Societies Canada comments on Regulation of Financial Planners​:  More here ​


The Winter 2018 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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