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 Mission and Vision


To engage the local investment profession and enhance awareness of the CFA charter by building community and promoting the highest standards of ethics, education, and professional excellence.


The vision of CFA Society Calgary is to be recognized by its members, peers and CFA Institute as an effective and efficient organization that executes core functions well and takes risks intelligently to further the Society's mission.

​Guiding Principles

CFA Society Calgary will abide by the following principles when considering and/or implementing its mission:

  • We will reflect the CFA Institute vision and the CFA Society Calgary visio​n in our actions
  • We will reinforce the CFA Institute Code of Ethics and Standards of Professional Conduct
  • We will continue to be an active volunteer-based organization
  • We will be a leading provider of programs for CFA Society Calgary members
  • We will offer assistance and support to those enrolled in the CFA program

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