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 CFA Society Calgary Request for Proposal - Audit Services


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. 

FA 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. 


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.

 Schedule & Submission

​Deadline for Seeking Clarification
​January 29, 2021
​Deadline for Submitting Proposal
​February 12, 2021
​Target Date of Notifying Successful Proponent
​February 26, 2021


Firms wishing to be considered for this engagement must submit their proposals electronically no later than 12:00 pm on February 12, 2021 to:

Jade Marage
Executive Director, CFA Society Calgary 
Email: [email protected]

 Additional Information

​For additional information, and to view the full Request for Proposal, please use the link below:


Pre-proposal questions will be addressed by email prior to the submission date. Questions based on the proposal information provided are encouraged, and all questions and responses will be shared with the group of invited respondents.


Pre-proposal questions should be directed to Jade Marage at [email protected]