TRUST, ETHICS & PROFESSIONALISM
CFA Society Ottawa is local chapter of the CFA Institute - a global association of investment professionals, including portfolio managers, security analysts, investment advisors, and other financial professionals.
To support the business and professional growth of its members by: promoting awareness of the CFA charter amongst the local community, key employers and the investing public; and providing opportunities for the local financial community to gather in a collegial atmosphere of knowledge sharing & networking.
Education: Leverage our educational offerings to deliver value through varied, high quality products for the financial community.
Engagement: Promote the CFA brand to connect with diverse groups within the financial community by providing collective value and creating impactful relationships.
Ethics: Act to restore trust in the financial industry by energizing a bold, inspirational, and impactful voice for investment professionals.
Enablers: Create sustainable infrastructure that enables the society for strategic success.