CFA Society Vancouver

Copilot for Finance Professionals

This course will introduce finance professionals to the basics of Copilot, a generative AI-powered assistant, to enhance their productivity and decision-making in various Microsoft applications.  Participants will learn about Copilot features and capabilities, and practice applying use cases with a focus on finance such as data analysis, research, document drafting, presentation creation, and email communication. The course will also cover best practices, tips, and limitations of using Copilot, including prompt engineering as well as some ethical and security considerations. Pre-registration for CFA Society Vancouver members until May 31.  

Career Boost: Authentic Networking for Impact

Network with confidence and build meaningful professional connections Strong networks are built on authentic relationships — not just introductions. This workshop is designed to help attendees approach networking with purpose, confidence, and long-term impact.   Through practical strategies, guided discussion, and live Q&A, participants will learn how to navigate networking opportunities effectively, communicate their professional value with clarity, and cultivate connections that support career growth over time. Registration is currently open to members only.