The CFA Societies Canada Ethics Challenge can:
- Improve your professional presentation skills
- Help you gain ethical decision-making experience
- Expose you to real-world ethical dilemmas
- Train you to work with a team
- Extend your professional network
How It Works
Local Competitions will be hosted by a local CFA Society (held in British Columbia, Alberta, Prairies, Ontario, Québec and Atlantic Canada).
A faculty advisor acts as the link between the local host Society and the student team. The faculty advisor assembles the team and guides them throughout the process.
Students will have approximately four weeks to work on the case study provided by the host Society. Teams then present their analysis and recommendations to a panel of judges. The competition is 100% presentation based; which includes: a 10-minute presentation and then 10 additional minutes to respond to questions from the judges.
One winning team from each Local Competition will advance to the CFA Societies Canada Ethics Challenge in Calgary, AB, in early May 2019.
In the national round, students will have three hours to work on a new case and then presentations are given live to a judging panel of CFA charterholders. A reception will follow, where one team is designated the ultimate CFA Societies Canada Ethics Challenge winner!
Teams are judged based on their recommended course of action and their ability to identify the violations to the CFA Institute Code of Ethics & Standards of Professional Conduct.
2018-2019 Timeline
| DATE | DESCRIPTION |
| October 31, 2018 | Competing universities must confirm participation in the CFA Societies Canada Ethics Challenge with the local host (local CFA Society). |
| November 30, 2018 | Registration deadline for students and faculty advisors. |
| January 11, 2019 | The host Society will distribute an identical ethics case study to all registered competing universities (four weeks prior to Local Competition). |
| January 16, 2019 | Competition kick-off with an interactive ethical decision-making webinar hosted by CFA Institute. (all class members invited to participate) Register here |
| January – February, 2019 | Local Competitions are held throughout the country. |
| February 8, 2019 | 2019 CFA Society Calgary Ethics Challenge hosted in Calgary, AB |
| May 01, 2019 | 2019 CFA Societies Canada Ethics Challenge held in Calgary, AB where finalists from across Canada compete for the national title. |
For more information or to register your team contact jmarage@cfacalgary.com
