As a Society run by volunteers, CFA Society Vancouver values the contribution its volunteers make to the Society as a whole and to the investment community.
The Candidates Development Committee organizes programs and activities, which help CFA Program candidates and potential candidates address topics on the CFA Program, career development, career management, and career transition during and after the completion of the Program. The Committee also coordinates and administers the CFA Exam Scholarships twice per year, organizes information sessions at local post-secondary institutions, and offers the Boston Mock Exam to candidates.
Finance & Governance
The Finance & Governance Committee is responsible for overseeing the financial transactions and investments of CFA Society Vancouver. The Committee prepares annual budgets for approval by the board of directors, reviews monthly financial reports, and provides financial analysis of the Society's investments.
The annual Forecast Dinner is considered one of CFA Society Vancouver's most prominent events. The dinner provides members and their clients with the opportunity to hear relevant unbiased forecasts of future market expectations.
The Media Outreach Committee creates and distributes a member directory of CFA Society Vancouver members authorized to provide commentary on current industry news and issues.
The purpose of the Programs Committee is to provide
educational programs that fit the mandate and strategy of CFA Society Vancouver, (e.g. professional development, networking, client relations, etc.), as well as the requirements of CFA Institute. The objective is to ensure quality programming is available for the CFA Society Vancouver membership, clients, investors and other professionals.
The purpose of the Awareness Committee is to enhance awareness of the CFA brand within the Vancouver investment community, including CFA Society Vancouver members, employers, academia, members of other professional organizations, financial and business media contacts, and the general investing public.
The Social Committee organizes a variety of social events throughout the year for CFA Society Vancouver members, candidates and other industry professionals. Examples of past social events include pub nights and martini tasting events.
The goal of the Sponsorship Committee is to introduce CFA Society Vancouver to a variety of sponsors that may be interested in partnering with the Society for major events and programs, and supporting our mission to promote best practices and the highest professional and ethical standards in the investment industry. Sponsorship opportunities include the Forecast Dinner, CFA Day, seminars and workshops, and networking events.
The University Outreach Committee's goals are to increase awareness of the designation amongst students and to enhance the Society's relationships with local universities and colleges.
This is accomplished through educational seminars and presentations, in addition to participation at various career and education fairs. The Committee is also mandated to provide opportunities for students to become involved with CFA Society Vancouver, as well as the local Financial community.