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.
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.
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 vision 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