Who We Are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission

About CFA Society Victoria

CFA Society Victoria is a non-profit professional association of investment and finance professionals. Our society exists to serve members from Victoria and other areas on Vancouver Island, as well as professionals from the many surrounding Gulf Islands.

As the local member society of CFA Institute it is our goal to foster steadily rising standards of professionalism and integrity, not only for our members, but also for the regional investment community as a whole.

CFA Society Victoria members include portfolio managers, investment counsellors, security analysts and traders, real estate professionals, investment advisors, and government advisors, to name but a few.

Together we strive to:

  • Promote ethical and professional standards within the investment industry
  • Encourage professional development through the CFA Program and continuing education
  • Facilitate the exchange of information and opinions among people within the local investment community and beyond
  • Work to further the public's understanding of the CFA designation and investment industry


Mission Statement

CFA Society Victoria serves and connects members, prospective charterholders, and the local investing community by promoting diversity, enhancing financial knowledge, and upholding the highest ethical standards.