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CFA Society Calgary was established in 1976. As a CFA Institute member society, our society connects members to a global network of investment professionals. 

CFA Society Calgary currently has more than 1700 members, with just over 90% of our membership holding the Chartered Financial Analyst designation. 

The objectives of CFA Society Calgary are to:

  • provide a professional society for financial analysts in Calgary,
  • foster the interchange of information and opinions among its members,
  • promote meetings designed to add to the knowledge of its members,
  • foster a high standard of ethics and to promote sound professional standards of investment research among its members, and
  • promote a proper public understanding of the functions of security analysis.

CFA Society Calgary runs a year-round program of events aimed primarily at the continuing education of our members, although nonmembers are also welcome to attend most of our functions. Regular events include the President's Dinner in the fall (in honour of past presidents and new CFA charterholders), and the Forecast Dinner in January (in which prominent members of the investment community offer their predictions for the year ahead).

CFA Society Calgary is the sponsor of the Calgary Portfolio Management Trust, a pool of funds ($450,000) managed by third- and fourth-year students at the Haskayne School of Business at the University of Calgary.

Calgary is the second largest financial centre in Canada with more than 95 corporate head offices, many of them related to the petroleum industry. Several are listed for trading on the New York Stock Exchange and others make up a significant portion of the Toronto Stock Exchange 35 group of companies.

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

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