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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.

 

  
2017 Canadian Ethics Challenge

​Toronto ON

Start Time: 6/1/2017 2:00 PM
End Time: 6/1/2017 6:30 PM
All Day Event:

Overview

The Canadian Ethics Challenge is designed to increase student's awareness of the ethical dilemmas they may face as investment management professionals. Teams consisting of students from Finance or Business programs are given an ethics case to study 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. Their decision is based on the quality of the team's understanding of the ethical issues involved, their recommendations, and the quality of their analysis, presentation, and responses to the judges questions. The winning teams from each local level across the country have advanced to compete in the inaugural Canadian Ethics Challenge.


For more information about this event, please click here.


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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

 Newsletter

Spring 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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