CFA Society Calgary

About CFA Society Calgary

CFA Society Calgary connects members to a global framework of investment professionals.

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CFA Society Calgary provides members with professional development programs, networking opportunities, & social events.

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FEATURED EVENTS

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Apr 21, 2020

Taking into consideration the health and well-being of our members, event participants, volunteers and staff, the CFA Society Calgary board has made the decision to suspend all upcoming Society events until the end of April. The situation will be re-evaluated at the end of April and any updates will be announced at that time. Please email us if you have any questions.

Data Manipulation with Excel - Part 2

May 12, 2020

Taking two courses and combining them into one, this two-day workshop will focus on the practical implementation of Discounted Cash Flow (DCF) valuation analysis, along with the skills required to design and create an interactive financial model of a company that adheres to the highest industry standards. Course material includes model design, logic, construction, financial concepts and accounting treatment. During the course participants will also learn the skills required to build a DCF analysis and incorporate it into a financial model.

Building a Financial Model & DCF Valuation Analysis

May 23, 2020

This hands-on course focuses on the skills required to design and create an interactive financial model of a company that adheres to the highest industry standards. The course material includes model design, logic, construction, financial concepts and accounting treatment. During the seminar, participants will build a model that includes a forecast of a company's income statement and balance sheet. Participants should have a solid grasp of basic accounting fundamentals and proficiency with Excel before taking this course.

Building a Financial Model

Jun 16, 2020

This hands-on course is focused on the practical implementation of Discounted Cash Flow ("DCF") valuation analysis. The skills required to build a DCF analysis will be discussed and incorporated into a financial model. Participants will learn to recognize and avoid the most common errors that finance professionals make when creating a DCF analysis. This course will also include a number of Excel tips and skills to help a user check and audit a financial model.

DCF Valuation Analysis

Leading the Financial Sector

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A Member of the CFA Institute Global Network of Societies

About CFA Society Calgary

Career Resources

Membership

FEATURED EVENTS

Here's What's Happening

FEATURED NEWS

Leading the Financial Sector

News from our CFA Society and distinguished members

PRIMARY SPONSORS

Our Sponsors

Our distinguished financial supporters this year provide support for our outreach efforts.

National Bank Independent Network

ATB Financial

AltaCorp Capital

Global Asset Management PH&N Institutional

Fidelity Investments

Connor Clark & Lunn Private Capital

Cidel Asset Management

O’Connors

Alpine Insurance

FMAV

Marriott Calgary Downtown

BlackRock

Tinhorn Creek Vineyards