CFA Society Victoria

A Member of the CFA Institute Global Network of Societies

Program Event

Programming
Tuesday, October 24, 2017

The Future of Wealth Management

Bob Dannhauser, CFA
Head of Global Private Wealth Management

CFA Institute

More Information

Registration

Putting Investors First

We are proud to join with CFA Societies across Canada and around the world to recognize May as Putting Investors First Month, a global initiative that seeks to build awareness and unite investment professionals in a commitment to place investor interests above all others.

We all share the responsibility of using our professionalism to build a stronger investment management industry. By promoting endorsement of the Statement of Investor Rights, you put investors first and become part of the movement towards a brighter future of finance.

Join the global movement!. Endorse and share the Statement of Investment Rights.

View the Proclamation from the City of Victoria

‭(Hidden)‬ SAVE THE DATE

‭(Hidden)‬ Programs

Programming
Tuesday, April 4, 2017

INVESTMENT IDEA GENERATION

Featured Speaker

JASON A. VOSS, CFA
Content Director

CFA Institute

More Information and Registration

Passport Program

PROUD PARTNER

Global Passport Program

‭(Hidden)‬ 2016 Forecast Dinner

SOLD OUT

Thank you to everyone for making the 8th Annual CFA Forecast Dinner a huge success. See you next year!

CFA Society Victoria
Presents the

8th Annual
CFA FORECAST DINNER
Thursday, February 4, 2016

‭(Hidden)‬ Annual Summer Special

The Benefits of Memberhip!

Win a Ticket to see Michael Lewis!

Buy a ticket to CFA Society Victoria's Summer Fiesta for a chance to win a ticket to see Michael Lewis, author of Flash Boys, speak in Vancouver November 19^th! We will have four draws to win a ticket to see Michael Lewis (a $200 value).

The sooner you buy your ticket the more chances you have to win. There will be three more draws before the Summer Fiesta celebration starts on September 19^th, and you will be re-entered in the draw each week.

The first draw is Wednesday, September 2 at 5pm – so buy your Summer Fiesta ticket now to be entered into the draw!

For more information about the Michael Lewis event click here

Note: Ticket winners will be responsible for their own travel and accommodation costs. If you are unable to attend the event, please advise CFA Society Victoria and the ticket will be re-entered into the draw.

REGISTRATION
Registration is for Members of CFA Society Victoria Only

CFA Society Victoria

CFA Society Victoria promotes the highest standards of integrity, professionalism and ethical behaviour within the investment industry, and encourages professional development through the CFA Program. We facilitate the open exchange of information and opinions between members of Victoria's investment community.

Of Special Interest

Who is CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

Contact Us

CFA Society Victoria

Email CFA Society Victoria
Lydia Mohoric,

Administrator
Email: info@cfavictoria.com

Upcoming Events

TuesdayOct, 2017

The Future of Wealth Management

11:30 AM - 1:00 PM

Fellowship Award

CFA Society Toronto is currently accepting submissions for the 2018 CFA Society Toronto Fellowship Award.

Deadline for submissions is November 30th.

‭(Hidden)‬ CALL FOR VOLUNTEERS - CIPC

The Canadian Investment Performance Council (CIPC) is seeking new volunteers. We are looking for motivated financial professionals with knowledge in performance, risk and GIPS. Experience with Canadian regulators, project management and presentation skills are also a benefit. CFA and/or CIPM designation is strongly preferred.

More Information

‭(Hidden)‬ CALL For NOMINATIONS

Call for 2017 IIAC Investment Industry Hall of Fame Nominations

The Investment Industry Association of Canada (IIAC) seeks nominations for the 2017 class of IIAC Investment Industry Hall of Fame Inductees.

The deadline to submit nominations is Friday, May 5, 2017.

The IIAC Investment Industry Hall of Fame honours excellence, integrity and leadership in Canada's investment industry.

Find out more information on eligibility and the nomination process here.

‭(Hidden)‬ CFA Institute Annual Conference

70th CFA Institute Annual Conference

Sharpen Your Investment Edge
21–24 May 2017
Pennsylvania Convention Center
Philadelphia, PA, USA
#CFAedge

View the Video

‭(Hidden)‬ PUTTING INVESTORS FIRST

‭(Hidden)‬ Compensation Survey Results

‭(Hidden)‬ CFA Program Scholarships

2018 Access Scholarship application now available!

June and December 2018 Awareness Scholarship

applications are available.

Submission Deadline:

15 September 2017

For information on all available scholarships, please visit click here

Canadian Investment Research Award

CFA Society Toronto is currently accepting submissions for the 2018 CFA Society Toronto & Hillsdale Canadian Investment Research Award.

Deadline for submissions is November 30^th.

‭(Hidden)‬ Feature Event

Celebrating Women Investors
Part of CFA Institute's Global Initiative - Putting Investors First Month

When: Wednesday, May 27, 2015
Time: - 5:00 pm to 8:00 pm
Where: The Guild
Type: Wine and Cheese

Featured Speakers: Brenda Irwin & Jen Paterson

MORE INFORMATION

View the Videos
Empowering Women Investors Video 1
Empowering Women Investors Video 2

Thank you again to golfers and sponsors for participating in the 2014 Charity Golf Classic co-hosted by CFA Society Victoria and bcIMC, benefiting Need2 (youth suicide prevention).