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

Women and Investing

BC Securities Commission has launched an investing resource designed for women called Women and Investing. This online guide provides unbiased, research-backed information that aims to not only bridge the gender investment gap but also instill confidence in women when it comes to making informed investment decisions.

Women and Investing covers the following: 

  • Investing and saving 

  • Understanding investment goals 

  • Retirement 

  • Diversification 

  • Working with a registered investment advisor 

  • Using a robo-advisor or doing it on your own through self-directed investing 

CFA Institute Investor Resources