Who We Are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission

CFA Society Edmonton

CFA Society Edmonton was established in 1976 to provide a professional association for individuals in the investment community. Our membership currently consists of investment counselors, pension fund managers, corporate treasury, and stockbrokers.


Our society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote ethical and professional standards within the investment industry, encourage professional development through the CFA Program and continuing education, facilitate the exchange of information and opinions among people within the local investment community and beyond, and work to further the public's understanding of the CFA designation and investment industry. As one of the 155 member societies of CFA Institute, our society connects members to a global network of investment professionals.

Mission Statement

To foster a vibrant and engaged investment profession and enhance the awareness of the CFA charter by leading with the highest standards of ethics, education, and professional excellence for the ultimate benefit of our community.