Blogs

Question Slam: Certificates

By Eva Swan posted 26 days ago
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Join CFA Institute on 22 January at 10am ET/ 3pm GMT for our next member - exclusive webinar - a Q&A on CFA Institute Certificates. A panel of experts will answer live questions like:  What is my membership discount? Which level is right for me based on my existing knowledge? I already have the CFA Charter, so how will this additional certificate benefit me and my career? Register today
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Agentic AI in Financial Markets: A Conversation with Alicia Vidler, PhD

By Eva Swan posted 26 days ago
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What happens when AI starts making decisions in financial markets? Join CFA Institute on 14 January 2026 for a conversation with Alicia Vidler, PhD, and Frank Fabozzi, CFA, on the rise of Agentic AI — models that can think, adapt, and act. Key topics include: Regulatory gaps in bond markets The future of trading and modeling Why human skills like curiosity and rigor still matter How AI can expand access to credit for small and mid-sized enterprises 12:00p.m. ET /5:00p.m. GMT Register here CFA Institute members may self-report one Professional Learning (PL) credit.
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CFA Program Question Slam – Live Q&A online event

By Eva Swan posted 26 days ago
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Are you curious about the CFA Program and how it can fast track your career in finance and investments? Join Rob Langrick, CFA, CIPM, Chief Product Advocate at CFA Institute, for a live Q&A dedicated to your questions. The session will cover a range of ca reer paths and demystify the learning experience. Find out how earning the CFA charter can empower your professional journey worldwide. LEARN MORE
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Global Wealth Management Summit

By Eva Swan posted 20 Nov, 2025
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Global Wealth Management Summit 5 - 6 November 2025 In-Person & Digital | London The Financial Times’ Global Wealth Management Summit will convene private banks, family offices and wealth managers will tackle operational issues for business leaders, investment approaches amid geopolitical realignment, and product development strategies to capture a globally mobile client base.  CFA Members can save 25% off your in-person or digital pass with code CFA25: https://bitly.cx/LbD4   #FTWealth
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CFA® Program Question Slam - Webinar - October 7, 2025

By Eva Swan posted 01 Oct, 2025
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Rob Langrick, CFA, CIPM, Chief Product Advocate at CFA Institute will host a Q&A webinar on the CFA Program. The full live hour will be devoted to YOUR questions. Are you considering the CFA Program, but not sure which career path is right for you? Are you already a candidate and have questions about the exam day? Need study tips, or are curious about how to apply for a finance job abroad? This webinar is for you. In this one-hour webinar, we will answer as many of the pre-submitted questions as possible, as well as dedicate time for live Q&A.  Learn More
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FUTURE OF THE INDUSTRY & PROFESSION - Celebrate Global Ethics Day

By Eva Swan posted 01 Oct, 2025
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This year,   Global Ethics Day   will take place on   October 15, 2025 , with the theme of   #EthicsReenvisioned . Established by Carnegie Council in 2014, Global Ethics Day is an annual moment for individuals and organizations to explore their values and the principles that shape ethical decision-making. Since its inception, citizens, businesses, professional organizations, schools, governments and nonprofits from over 100 countries have planned activations to empower ethics. Learn more
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SEC Marketing Rule: Common Pitfalls and Best Practices October 8, 2025

By Eva Swan posted 01 Oct, 2025
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Navigating the SEC Marketing Rule can be challenging. CFA Institute is hosting a webinar with Dechert LLP to address common pitfalls and share best practices.  Experts will cover: Predecessor performance  Carve-outs and extracted performance  The Marketing Rule FAQ on extracted performance Calculating net returns  Join us on 8 October 2025 @12:00 PM ET for insights on these key topics and get your questions answered by industry professionals.  Register now > https://cfainst.is/4pxAtyc Can't attend live? Register for the recording.  #CFAInstituteEvents
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29th Annual GIPS® Standards Conference

By Eva Swan posted 12 Aug, 2025
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Gain insights into best practices for complying with the GIPS standards and reconnect with industry peers at the 29th Annual GIPS® Standards Conference this November.   👉   Register today to save   Registration includes your live event pass, networking opportunities with the GIPS standards community, and access to on-demand session recordings.   #CFAInstituteEvents ...
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The University of Regina triumphs in ninth annual CFA Societies Canada Ethics Challenge

By Eva Swan posted 05 May, 2025
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The University of Regina triumphs in ninth annual CFA Societies Canada Ethics Challenge. Ethical dilemmas in finance were explored as students from 27 Canadian universities competed in the national challenge. Toronto, ON, May 5, 2025 – The University of Regina team demonstrated exceptional ethical reasoning skills, securing the national title in the ninth annual CFA Societies  Canada Ethics Challenge. The championship team was announced following the competition finals on May 2, 2025.   Each year, the CFA Societies Canada Ethics Challenge welcomes teams of university  students from across Canada to combine ethical theory with applied ...
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Women in Finance: Stories of Success & Insight

By Eva Swan posted 31 Jan, 2025
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Join us on February 4th for Women in Finance: Stories of Success & Insight - Hosted by Asper School of Business Career Development Centre
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2025 CFA Society Winnipeg Ethics Challenge

By Eva Swan posted 14 Jan, 2025
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CFA Society Winnipeg is excited to be hosting the 9th annual local competition in-person with university teams from Saskatchewan and Manitoba on Saturday, February 1, 2025. Support the development of tomorrow's investment professionals by sponsoring the 2025 CFA Society Winnipeg Ethics Challenge for universities! #cfaethicschallenge
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Join us at our 60th Annual Forecast Dinner

By Eva Swan posted 14 Jan, 2025
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We are thrilled to announce that CFA Society Winnipeg is hosting our 60th Annual Forecast Dinner and New Charterholder presentation at the RBC Convention Centre on Tuesday, April 15, 2025. This year’s premier event promises to be another memorable experience, featuring keynote speaker Andrew Busch, Economic Futurist. We are also excited to have Lesley Marks, CIO, Equities, Mackenzie Investments, as our Master of Ceremonies, and Marg Franklin, CEO, CFA Institute as a guest speaker.
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University Career Fairs

By Eva Swan posted 04 Oct, 2024
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Our University Relations committee participated at Career Fairs for new and returning students. University of Manitoba, Asper Career Fair on Wednesday, September 25th they had nearly 100 students stop at the table to ask about the CFA Program. University of Winnipeg, Business & Economics Career Fair on Thursday, September 26th where over 50 students stopped at the table, most to ask what CFA stood for. Thank you to our CFA Charterholder volunteers who assisted at the event.
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Please welcome our FY25 Society Leaders

By Eva Swan posted 19 Aug, 2024
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Call for CFA Exam Graders

By Eva Swan posted 12 Jun, 2024
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CFA Institiute is looking to expand our pool of those interested in grading Level III essay exams. Through this volunteer opportunity, graders can expand their networks, learn new skills, share expertise, and preserve the rigor and integrity of the CFA ®  exam . Those who would like to become a grader can email  [email protected]  to express their interest.
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SOLD OUT - 59th Annual Forecast Dinner

By Eva Swan posted 12 Jan, 2024
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