BACKGROUND:
CFA Society Calgary is a registered not-for-profit (NFP) professional organization with a volunteer board of directors, volunteer committees, and a management team (3 FTE).
CFA Society Calgary was established in 1976. As a CFA Institute member society, it connects members to a global network of investment professionals. CFA Society Calgary currently has more than 1700 members, with just over 90% of the members holding the Chartered Financial Analyst designation. CFA Society Calgary's mission is 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.
CFA Institute is the global body that administers the Chartered Financial Analyst® exam and sets voluntary, ethics-based performance-reporting standards for the investment industry. CFA Institute is a global, non-profit professional association of more than 168,000 investment practitioners and educators in 156 member societies. CFA Institute and its member societies work together to achieve a common vision - to advance ethical decision making and rigorous educational standards throughout the investment profession, along with protecting and promoting the CFA designation.
PURPOSE:
Under its corporate governance practice, CFA Society Calgary plans to engage a new external auditor starting the 2021 fiscal year, June 30, 2021. Our current auditor has been in place for the last 8 years.
