CFA Societies Canada

 Why Hire a CFA Charterholder

Well regarded Canadian employers seek out finance professionals have earned the CFA designation. Improve your competitive advantage by tapping into this rich talent pool.

The Gold Standard  

“Whereas there are tens of thousands of finance degrees available around the world, ranging from the excellent to the worthless, there is only one CFA (…)” which The Economist has labelled: “The gold standard”. (February 2005)

First awarded by CFA Institute in 1963, the Chartered Financial Analyst® (CFA®) designation has become the global standard for investment professionals. Investors recognize the CFA designation as the yardstick for measuring competence and integrity in the fields of portfolio management and investment analysis.

Institutional money managers have employed CFA charterholders for many years. More recently, however, many other organizations have also discovered the benefits of hiring these versatile finance professionals: private wealth managers, investment bankers and dealers, consultants and service providers, non-financial corporations, and even the public sector.

This will highlight the value that charterholders bring to these areas.

Find out what you have been missing!

Who is a CFA charterholder?

A Chartered Financial Analyst is one of the relatively few candidates successfully complete the three year self-study program, sanctioned by three exacting six hour exams. This person has earned an undergraduate and often a graduate degree in a variety of fields. To get the charter, he or she also needs a minimum of four years of relevant professional experience and as importantly, must abide by the strict Code of Ethics and Standards of Professional Conduct of CFA Institute.

Moreover, he or she… 

Breadth and depth of knowledge

• Has acquired solid theoretical and practical knowledge in: risk management, financial reporting and analysis, corporate finance, fixed income, equity investment, derivatives, alternative investments, quantitative methods, economics, corporate governance, portfolio management, wealth planning, and performance measurement

• Invests in continuing education and has access to a wealth of cutting edge intellectual resources to stay abreast of the latest developments in finance

Global perspective, Canadian smarts

• Maintains a global perspective, but knows the unique characteristics of the Canadian marketplace as many have worked in various cities across the country and abroad

• Belongs to a large global organization, CFA Institute, with members in more than 147 countries

and is a leading voice in policy debates on market integrity

• As a member of a local CFA society, benefits from a tight network of finance professionals

A well rounded professional

• Has developed a rigorous analytical mind that leads to thoughtful and careful decisions for the benefit of his or her clients

• As an experienced professional, has gained precious personal and managerial skills

• May fill a wide range of positions, from junior analyst to chief executive, in boutiques and large financial institutions