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 Welcome to CFA Society Ottawa

CFA Ottawa Society is a local chapter of the CFA Institute​ - a global association of investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we support the CFA Institute in promoting:

  • ethical and professional standards within the investment industry,
  • professional development through the CFA Program and continuing education,
  • an exchange of information and opinions among people within the local investment community and beyond, and;
  • the public's understanding of the CFA designation and the purpose of the investment management industry.


CFA Society Ottawa and Financial Literacy


Start Time: 3/27/2018 12:00 AM
End Time: 3/27/2018 11:59 PM
All Day Event: Yes

As part of the CFA Society Ottawa’s Financial Literacy programming, we are gearing up to deliver the Junior Achievement ‘Economics for Success’ program to Ottawa area grade 8 students for the third time on March 27th. The first two program delivery days were hugely successful with members providing very positive feedback.

Junior Achievement Canada (JA) is a national organization that works in partnership with educators, volunteers and businesses to educate students about financial literacy, work readiness and entrepreneurship. 

The JA Economics for Success program allows students to:
  • Gain an understanding of what life is like after high school
  • Map their interests, skills and passions to possible careers
  • Create a budget to prepare for the financial reality of post-secondary life
  • And more!
Delivering financial literacy content to students is a critical component of the outreach that the CFA Society Ottawa is looking to undertake. Help us make this effort a success! We’re looking for six members to join us in delivering this program.

Event: Economics for Success

Date: March 27th

Member time requirement:
  • 2 hour training session prior to the event:
  • Availability through the school day on March 27th
Member engagement target: 6 members

Please contact Alexander Bonnyman ( by noon on March 9th if you are interested in participating in this program that will help Ottawa youth develop the skill-set they need to be successful in work and life.
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 About CFA Institute?

CFA Institute is a global association of investment professionals that sets the standards for excellence in the industry.

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The Winter 2018 Edition of the CFA Ottawa Society Newsletter is now available. Please take a moment to see how we've been working to serve our members by clicking here​.

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