Who We Are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission


CFA Society Vancouver, formerly The Vancouver Society of Financial Analysts (VSFA), was founded in 1965, is a local Society within CFA Institute, the leading professional organization for financial analysts and portfolio managers.

CFA Society Vancouver's membership consists of over 2,000 regular and affiliate members representing a wide range of companies. The vast majority of our members are in the financial and investment industries holding various positions such as investment counsellors, pension fund managers, portfolio managers, financial analysts, investment bankers, corporate bankers, and treasury managers.

The Society is a member of CFA Institute, and was admitted to membership in the Financial Analysts Federation in 1967. Our society hosted the AIMR annual conference in 1995 and Forest Industry conference in 1998.

CFA Society Vancouver hosted the CFA Institute Annual Conference in May 2008 and the CFA Institute Regional Society Leadership Conference in 2018. The Society received CFA Institute Society Excellence Awards in 2012 for Societies with 600+ members and in 2017 for Societies over 1000 members. These are incredible achievements and recognition of the hard work done by the Board of Directors, volunteers, and staff. In 2013, 2015, 2017 and 2018, CFA Society Vancouver joined the other Canadian CFA Societies in being recognized for collaboration by CFA Institute.

Mission Statement

To lead the investment profession in the Greater Vancouver area by promoting the highest standards of ethics, professional development, and professional excellence for the ultimate benefit of society.​

Vision Statement

To serve CFA charterholders and candidates in Greater Vancouver by providing investment related programming and professional development, and to increase the awareness of the CFA designation with the investing public and employers.  Further, to be the voice of the CFA charterholder and candidate in the areas of ethics and excellence of practice.

CFA Institute Society Excellence Awards

Society Excellence Award 2015

Society Excellence Award 2017

Society Excellence Award 2018