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Leading the Okanagan Investment Community

Welcome to CFA Society Okanagan!

We promote ethical standards within the investment industry and encourage professional development and opinions.

CFA® Charterholders

These individuals achieved the highest distinction in the investment management industry by completing the CFA Program.

Become a Member

We provide members with educational programs, networking opportunities, and a forum.


Our Sponsors

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