Recent News

CFA Society Calgary is seeking proposals from qualified investment management firms to manage its Portfolio of unrestricted net assets on a discretionary basis. The Society’s Portfolio represents its unrestricted net assets as shown on the Society’s balance sheet. The primary goal is to support the Society’s long-term operational sustainability while preserving capital and maintaining liquidity for strategic initiatives.   For complete details on the proposal, please read the RFP information sheet . Please reach out to [email protected] if you have any difficulties downloading the document and we will be happy to email you a copy.

Elevate Your Finance Career with CFA Society Calgary’s Candidate Membership CFA Society Calgary is dedicated to supporting local finance professionals and candidates on their journey towards earning the prestigious CFA charter. Our Candidate Membership is specifically designed to provide you with the tools, resources, and community connections essential for your professional growth and success. Why Join the Candidate Membership? 1. Comprehensive Event Access: As a Candidate Member, you gain access to over 30 events annually. These events include educational workshops, networking socials, and professional development opportunities. Our events ...

Since 1982, CFA Society Calgary has been led by a dedicated group of professionals volunteering to serve on the Board of Directors. For our 2025 fiscal year, we have a strong team that are helping to shape the future of finance through their leadership, community minded focus, and with the strength of ethics and tested knowledge of the CFA Charter to guide their work. We are pleased to announce the following 14 Board members for the upcoming fiscal year (Board terms to be served from July 1, 2024 to June 30, 2025) : Officers President - Jeremy Gilman, CFA Vice President – Jaclyn Perrot, CFA Treasurer – Alex Qu, CFA Secretary – Dean Perry, ...

Back by overwhelming demand, our Global Conference will return to bring investment professionals together in 2025. Hosted with CFA Society Chicago, CFA Institute LIVE is designed to deliver relevant, timely, and objective industry knowledge, deepen professional connections, and elevate career goals. Connect with 2,000 industry leaders at this flagship conference, from the world’s largest investment management association. Build meaningful connections with CFA charterholders from every major financial city, 162 markets globally, all seven continents. A curious thing happens when the most competitive investors connect. Everybody wins. There’s one asset that ...

CFA Institute is pleased to offer an in-depth report on a topic little known among many regulators and investment professionals. Financial influencers are capturing young investors. Yet most policymakers and industry professionals are just now learning their practices and Gen Z’s attitudes toward them. CFAI's latest report, “The Finfluencer Appeal: Investing in the Age of Social Media” examines how this new generation of investors uses content from financial influencers on social media platforms, such as YouTube, TikTok, and Instagram, to gather information and make investment decisions. It examines the finfluencer model and how young investors use such ...

Private Markets and Alternative Investments is one of the fastest growing and most innovative areas of finance. To help meet the increased demand for high-quality skills, CFA Institute has launched a Private Markets and Alternative Investments Certificate. Working with top investment professionals from around the world, we’ve created an online Certificate which contains the in-depth knowledge and practical, real-world experience employers are looking for. The topics covered are private equity & private credit, real estate & infrastructure, commodities & natural resources and hedge funds.​ Who will benefit? New entrants to the private ...

The new CFA Institute Research and Policy Center is live!  The future of the global investment industry and its role in society is marked by unprecedented challenges and opportunities. Many are systemic and must be solved collectively. The Research and Policy Center brings together CFA Institute expertise along with a global, cross-disciplinary community of experts working collaboratively to solve complex problems. Features and Benefits: Features CFA Institute Research and Policy Center Features CFA Institute Research and Policy Center is a positive influencing force in the global investment industry, transforming research insights into actions that ...

Gain practical understanding of data science and machine learning applications in the investment process. About This Certificate: Are you ready for the machine learning revolution? The Data Science for Investment Professionals Certificate provides you with practical knowledge of data techniques and machine learning fundamentals and how they are used in the investment process. This certificate is designed to enable you to apply machine learning concepts to real-world investment problems and explain them clearly to a non-expert audience and clients. You will have the opportunity to gain practical experience through immersive code labs that draw on real-world ...

Interested in accelerating your career? With the Certificate in ESG Investing, you can master real-world investing skills, incorporating environmental, social, and governance (ESG) factors in your skillset. Certificate Overview: The CFA Institute Certificate in ESG Investing offers you both practical application and technical knowledge in the fast-growing field of ESG investing — an opportunity to both accelerate progress and demonstrate purpose.   The certificate and learning materials were developed by leading practitioners for practitioners, and have been recognized by the UN Principles for Responsible Investment (PRI), an independent body that seeks ...

Stay current, connected, and effective in your financial profession. Renew your membership each year to take advantage of member benefits, demonstrate your commitment to ethical investment management, and continue to strengthen the industry. All membership renewals are due by July 31, 2023.  Reasons to Renew Your Membership: Expand Your Knowledge Equip yourself with resources that help you face complex investment challenges and track your progress against your goals with our Professional Learning. Build Your Network Access other professionals through conferences, volunteer opportunities, and networking events. Maintain Your Designations Regular membership ...

On June 15th 1963, 284 candidates sat for the very first CFA exam. Those trailblazers helped spark the creation of a global network of investment professionals committed to bringing higher standards to the investment industry. Celebrating 60 Years of Achievement: On this special occasion, CFA Society Calgary joins the global CFA community in commemorating the 60th anniversary of the CFA Program. The achievements of the past six decades are a testament to the dedication and passion of the countless individuals who have pursued this prestigious designation. Together, we honour their commitment to advancing the investment industry and shaping a better future ...