CFA Societies Canada

Welcome to CFA Societies Canada

CFA Societies Canada is a collaboration of CFA Institute and the 12 Canadian member societies, whose mission is to lead the investment industry in Canada by advocating for the highest professional standards, integrity, and ethics for the ultimate benefit of Canadians.

CFA Institute is the global body that administers the Chartered Financial Analyst® exam and sets voluntary, ethics-based performance-reporting standards for the investment industry. CFA Institute is a global, non-profit professional association of more than 165,000 investment practitioners and educators in 156 member societies. CFA Institute and its member societies work together to achieve a common vision - to advance ethical decision making and rigorous educational standards throughout the investment profession, along with protecting and promoting the CFA designation.

About Us / Qui nous sommes

Frequently Asked Questions / Questions fréquemment posées

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‭(Hidden)‬ Putting Investors First

We are proud to join with many other member societies of CFA Institute from around the world to recognize Putting Investors First, a global initiative that seeks to build awareness and unite investment professionals in a commitment to place investor interests above all others.

We all share the responsibility of using our professionalism to build a stronger investment management industry. By promoting endorsement of the Statement of Investor Rights, you put investors first and become part of the movement towards a brighter future of finance.

Join the global movement. Endorse and share the Statement of Investment Rights.