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 Mission and Vision

Mission

To lead the investment profession in Calgary and surrounding area by promoting the CFA Institute Code of Ethics and Standards of Professional Conduct, by providing high quality educational opportunities for current and future members, and by establishing a strong sense of community and shared values for the ultimate benefit of Calgary and our profession.

Vision

The vision of CFA Society Calgary is to

  • advance the CFA Institute Code of Ethics and Standards of Professional Conduct within the CFA Society Calgary membership, regulatory bodies and the broader financial community;
  • support CFA candidates and provide high quality programs, services and establish a strong sense of community and shared values;
  • promote CFA Society Calgary, its vision, mission and guiding principles to the local community; and
  • be recognized as a distinct, leading edge CFA Society.

Guiding Principles

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

  • We will reflect the CFA Institute vision and the CFA Society Calgary mission 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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