Upcoming Events

Financial Planning for Families

Starting or growing a family is an exciting milestone — and a big financial one too. This free workshop covers the essentials of family budgeting, Canadian tax credits and benefits (including the Canada Child Benefit, parental leave EI, and childcare expense deductions), education savings through RESPs, and key insurance and estate planning considerations. Whether you’re expecting your first child or navigating the financial realities of a growing household, you’ll leave with practical tools and resources to feel more confident in your family’s financial future. Presented by CFA Society Vancouver's Financial Literacy Committee

AI Fundamentals in Finance: Understanding the Evolving Landscape in 2026

Artificial intelligence has advanced rapidly over the past year, but separating signal from noise has become more difficult.    Building on last year's successful session, we welcome back Aaron Dunn, CFA to take us through what has materially changed in AI over the last twelve months.   Gain an understanding of : How much of the current hype is justified What is working in practice Where the limitations remain What current trends may suggest for the second half of 2026 and beyond Participants will leave with a clearer understanding of where AI currently stands in 2026, how to think more critically about its applications in finance, and which opportunities, risks, and developments are most worth watching as the field continues to evolve. 

Copilot for Finance Professionals

This course will introduce finance professionals to the basics of Copilot, a generative AI-powered assistant, to enhance their productivity and decision-making in various Microsoft applications.  Participants will learn about Copilot features and capabilities, and practice applying use cases with a focus on finance such as data analysis, research, document drafting, presentation creation, and email communication. The course will also cover best practices, tips, and limitations of using Copilot, including prompt engineering as well as some ethical and security considerations. Registration is currently open to CFA Society Vancouver members only.  

Career Boost: Authentic Networking for Impact

Network with confidence and build meaningful professional connections Strong networks are built on authentic relationships — not just introductions. This workshop is designed to help attendees approach networking with purpose, confidence, and long-term impact.   Through practical strategies, guided discussion, and live Q&A, participants will learn how to navigate networking opportunities effectively, communicate their professional value with clarity, and cultivate connections that support career growth over time. Registration is currently open to members only.