CFA Society Winnipeg

A Member of the CFA Institute Global Network of Societies

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​esplanade_grass.jpgLead the local finance profession by promoting professional excellence and ethics for the benefit of current and prospective members.
Reach us at:​​​​​​​​​​​​​





 Welcome to CFA Society Winnipeg

We are excited to announce that CFA Institute has launched The Right Question campaign, which poses the simple yet direct question to High Net Worth Investors in the U.S. and Canada, “Does your wealth manager measure up?”  The campaign will build broad awareness of the value of CFA charterholders in private wealth management through paid media, media outreach and events AND give you, our members, tools, resources and guidance to fuel your personal marketing efforts. 
Learn more about the campaign at and discover new marketing resources for CFA charterholders on


Following on from last year's successful collaboration with ACCA and Carnegie Council, CFA Institute will again be supporting Global Ethics Day on 16 October 2019.

Inspired by Earth Day and now in its sixth year, Global Ethics Day provides an opportunity for organizations around the world to explore the meaning of ethics in international affairs.
What can you do to get involved this year?
CFA Institute has their Ethical Decision-Making online course or the new Giving Voice to Values program for members, so they can meet their recommended two Standard, Ethics and Regulatory (SER) continuing education credits. 

CFA Society Winnipeg will again be hosting the 2020 CFA Society Winnipeg Ethics Challenge on Saturday February 15, 2020 with university teams from Saskatchewan and Manitoba. Charterholders who are interested in being a volunteer judge can contact us.

 Canadian Investment Research Award

Information for the 2020 CFA Society Toronto & Hillsdale Canadian Investment Research Award will be available soon.

 Membership Benefits


Connection: Professional recognition as a member of CFA Society Winnipeg with over 240 members.

Global Recognition: Association with all members of CFA Institute around the world.

Social Media: Connect with fellow society members in the CFA Society Winnipeg LinkedIn page.​

CFA Institute Members app​: CFA Institute members are encouraged to join the conversation on the CFA Institute Members app, which can be downloaded for iOS or Android.​

 Career Center

To advertise an employment position to CFA Society Winnipeg Members and candidates, please send your posting to By placing your job posting on CFA Society Winnipeg Jobline you will be accessing Winnipeg’s largest community of finance professionals. There is a $200 fee for placing a job on the CFA Society Winnipeg Jobline.

 Contact Us

Eva Swan
CFA Society Winnipeg
P.O. Box 2684
Winnipeg, Manitoba, Canada
R3C 4B3
Phone: (204) 471-3640

 Putting Investors First


 CFA Difference


 Annual Report 2018-2019

 The Right Question


 Outreach Video Conference

​​CFA Society Winnipeg is pleased to offer a Outreach Video Conference created by CFA Society New York, Asset Owner Series.
Click link to view: VIDEO LIBRARY​

 Passport Program

The Global Passport Program allows members of CFA societies to attend society events at member pricing.


The Global Passport Program allows members of CFA societies to attend society events at member pricing. 

When you travel, contact the local society using the Society Directory to learn about eligible events and other networking opportunities.

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 CFA Institute and society news

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