Financial Literacy

What We Offer

The Financial Literacy Committee is set up to bring the benefits of personal financial knowledge to the general public. The committee works with established non-profit partners to co-host educational focused events for their beneficiaries, with a focus on financial issues and concepts that affect our daily lives. Leveraging on the CFA Program’s trusted reputation for financial education and professional excellence, the program also aims to elevate the CFA designation to the general investing public over the long term.

If you would be interested in having a member of our team speak to your organization, please contact us to arrange a meeting to discuss your needs. Topics include How to Raise Children to be Financially Literate, Understanding Financial Goals and Budgeting, Retirement Planning, Passive vs. Active Investing, and Personal Banking and Borrowing.

Additional Resources