Upcoming Events

The Ins and Outs of Sustainability Standards in Canada

One of the keys to helping companies and investors adopt stronger sustainability and ESG-related measures is gaining a better understanding of Canada’s rapidly evolving sustainability standards.  CFA Society Vancouver and CFA Society Calgary invite you to join us virtually on April 16, 2024, to learn more about the Canadian Sustainability Standards Board (CSSB) and its role in shaping sustainability standards in Canada. CCSB member Adelaide Chiu, CFA, will provide insights into how the CSSB operates within the context of international standard-setting and domestic regulations. Additionally, you will learn about upcoming activities and opportunities for involvement. Background:  The ISSB issued its inaugural standards IFRS S1 and IFRS S2 in June 2023 as part of its ongoing effort to enhance investor-focused sustainability disclosures globally. The CSSB, part of Financial Reporting and Assurance Standards (FRAS) Canada, collaborates with the ISSB to support the uptake of ISSB standards in Canada, highlight key issues relevant to the Canadian context, and facilitate interoperability between ISSB standards and future CSSB standards. The CSSB, with its 12 members including the Chair, was established in 2023. Event Pricing:  Members (and Candidate Members) - complimentary Non-Members - $10 + GST Registration Information: After registering for the webinar with the society (via Cvent), there is one more step! To assist with attendance accuracy and security, we need you to also pre-register in Zoom in advance for this session. A link to complete this additional registration will be provided in your confirmation email.

LIII Pathways Webinar – Which Path is Best for You?

When February 2025 registration opens on 9 May, CFA Institute will offer specialized pathways for Level III candidates. In addition to the traditional Portfolio Management path, two new versions will be offered in Private Wealth and Private Markets. The three versions will have a common core of curriculum at Level III, supplemented by specialized content for each pathway.   Which will you choose? Join Rob Langrick, CFA, for a fireside chat about your options, what different paths mean to your future career, and how the curriculum has evolved to meet the industry. Don’t miss this opportunity to ask your questions directly to CFA Institute!   Event Pricing: Current and Prospective Candidates - complimentary (this session is intended for current LII and prospective LIII CFA Candidates)   Additional Registration Step: Please also pre-register in Zoom in advance of this session ONLY if you plan to attend live. A link to complete this additional registration will be provided in your confirmation email. If you plan to watch the recording, you only need to complete registration in Cvent. The recording link will be sent to you following the session. This webinar is being offered in collaboration with other Western Canadian Societies and the CFA Institute.

Python 2: Visualization and Analysis

Associated with    CFA Society Vancouver This hands-on course is intended for anyone who uses Python and who is already comfortable with the skills that were taught in “Python 1: Core Data Analysis”. This course continues to build the skills needed to develop Python programs to solve typical finance problems, cutting through the noise of generic “Data Science” courses. Participants will be introduced to best practices programming in Python to analyze and visualize financial data. Prerequisites Participants require basic prior programming knowledge in Python and an understanding of the pandas package. Participants should also understand finance and statistical concepts, but in-depth analytical understanding is not necessary. It is recommended that participants take “Python 1: Core Data Analysis” before this course. You will be required to download and install Anaconda or an equivalent Python distribution – links provided in advance of the course.

Unstructured Data and AI in Investments

Join us for the next in our 2024 AI webinar series, as we examine how AI is changing the way we uncover value  within the investment industry .   During the webinar, we will discuss the changing role of the investment professional, how alternative and unstructured data adoption is driving this trend and the importance of learning data science techniques to manage this transition.   We will put these techniques into practice in a case study, showcase how we can fine-tune large language models and construct a custom ESG index to discover new insights and hidden value. AI is set to change the world in an unprecedented way. Put on your creative caps, get curious, and join in this discussion on the future of finance as our panelists take live questions after the session. This webinar is worth 1 PL credit.

Python 3: Web Scraping and Dashboarding

Associated with   CFA Society Vancouver Online Course DESCRIPTION During this hands-on course, participants will work with Python and several popular packages to create programs that acquire, consolidate, analyze and present large data sets. Whether originated from websites or internal databases, this course will demonstrate core techniques to efficiently manage and explore business data through interactive dashboards. (Course length 7 hrs) For a full course outline, please view:  Python for Finance Professsionals - 2024 Course Information Prerequisites A general understanding of programming principles and Python is recommended for this course. The course material will build on the content of “Python 1: Core Data Analysis”. Although not required, participants will benefit from having taken “Python 2: Visualization and Analysis”. Participants should be familiar with Python packages and their installation. You will be required to download and install Anaconda or an equivalent Python distribution – links provided in advance of the course. Course Presenter BOGDAN TUDOSE Director, Co-Head of Data Science & Senior Instructor The Marquee Group, Training the Street Course Provider The Marquee Group  is Canada’s leading provider of financial modelling training programs. Since 2002, Marquee has trained thousands of professionals globally at financial institutions, corporations, professional organizations and universities. Their core modelling, valuation, Excel, and data sciences courses are standard training at numerous major banks and business schools. Marquee’s principals are experienced financial practitioners with investment banking, equity research and management backgrounds who are passionate about teaching.   Learn more ... Registration COURSE FEES: Members | Candidate Members $429  ( Early Bird  – until May 21) $489   (May 22 - June 6) Candidates | Non-Members $599   ( Early Bird  – until May 21) $699  (May 22 - June 6)    Due to the interactive nature of this class, there is a max capacity of 18 participants. Registration Deadline: June 6, 2024 – 11:59 pm (PT) - Subject to space availability WHEN June 11, 2024   8:30 a.m. - 4:30 p.m.   (PT) WHERE Virtual - Zoom Details sent 2 business days prior to the session