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.

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Finance Fundamentals Video Series

Episode #1
Compound Interest Made Simple

Simple interest gives you steady growth. Compound interest multiplies it. In this video, CFA Society Vancouver compares both approaches so you can see just how much more your money can earn when your returns start earning returns.

Episode #2
Benefits of Time in the Market Rather Than Timing the Market

In this episode of CFA Society Vancouver’s Finance Fundamentals, we break down why staying invested beats trying to time the market, and how a simple long-term approach can turn patience into real growth.

Episode #3
Skip the Latte, Grow Your Wealth Instead!

In this episode, we show exactly how much wealth you could build if you invested your coffee money instead of drinking it, and the most shocking part is how compound interest transforms tiny daily amounts into massive gains over time.