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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.

 Mission Statement:

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.



Strategic Objectives:


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.


Privacy Policy

CFA Society Ottawa is committed to protecting the privacy of its members. We value the trust of those we deal with and of the public, and we recognize that maintaining this trust requires us to be transparent and accountable in maintaining the confidentiality of Personal Information.  Please click here to view our Privacy Policy.

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.