Ethics Challenge

Register to attend as a spectator!

On behalf of CFA Society Winnipeg and CFA Society Saskatchewan, we would like to invite you to the 2025 CFA Society Winnipeg Ethics Challenge hosted by CFA Society Winnipeg. The event will be held Saturday, February 01, 2025. 

2025 Ethics Challenge Event Sponsorship Package
REGISTRATION 2025 CFA Society Winnipeg Ethics Challenge

Overview

The CFA Societies Canada Ethics Challenge embodies the mission of CFA Institute by promoting “the highest standards of ethics, education, and professional excellence.” It fulfills this mission by promoting best practices in the investment profession and preparing students for the ethical dilemmas they may face in their careers.
 
The first Ethics Challenge was started by a CFA Society Toronto volunteer in 2014 where three teams, each from a CFA Institute University Affiliation Program university in Toronto participated. In 2017, the 12 member Societies hosted the first CFA Societies Canada Ethics Challenge.
 
The CFA Societies Canada Ethics Challenge is designed to increase students’ awareness of the ethical dilemmas and issues they may face as investment management professionals. Teams consisting of students from finance or business programs (usually from CFA Institute’s University Affiliation Program) are given an ethics case to analyze and evaluate. Each team then presents its analysis and recommendations, to a panel of judges, selected by the host CFA Society. Following a question-and-answer period after each team’s presentation, the judges then select a winner. To determine the winning team, the judges use a grading rubric that is based on the quality of the team’s understanding of the ethical issues involved, their recommendations, and the quality of their analysis, presentation, and responses to the judges’ questions.

Local Competition

The Local Competitions of the Ethics Challenge will be conducted between mid-January and mid-February by each respective Host Society. Local Competitions must have at least three (3) different participating universities, each sponsoring a team of three to five (3-5) students to participate.

In this round, teams will present to a panel of judges after which the local winning team will be determined by the judges and announced. The teams’ university affiliations will be withheld from the judges until they have reached their final decisions. A formal evaluation is provided to all teams who participate in the Local Competitions. 

Local Competitions may be held in-person or virtually, as determined by the Host Society. If the Local Competition is held in-person, teams may participate via video conference as permitted by the Host Society. 

The winning team from each Local Competition will be invited to attend and participate in the National Round. 

The CFA Societies Canada Ethics Challenge can help participants to:

  • Take the first step in the path towards becoming a CFA charterholder
  • Gain practical training on real-world ethical dilemmas and how to handle them
  • Augment classroom learning by combining theory and practice
  • Improve your professional presentation and teamwork skills
  • Develop their resume/CV
  • Showcase their university on a local and national scale
  • Receive hands-on mentoring
  • Network with professionals and peers to make inroads within the industry

2024-2025 Timeline

Date Description
October 31, 2024 Competing universities must confirm participation in the CFA Societies Canada Ethics Challenge with the local host (local CFA Society).
November 30, 2024 Registration deadline for students and faculty advisors.
Mid-December to
Mid-January, 2025		 Competition kick-off with an interactive ethical decision making ​online program from CFA Institute.​
January, 2025 The host Society will distribute an identical ethics case study to all registered competing universities (three weeks prior to Local Competition)
January – February 2025 Local Competitions are held throughout the country
May 2, 2025 2025 CFA Societies Canada Ethics Challenge – National Round held virtually where finalists from across Canada compete for the national title.​
The National Round will also include a student event which is open to both competing and all other interested students.

CFA Society Winnipeg Ethics Challenge Events

SAVE THE DATE

February 1, 2025

Previous Events

2024 sponsorship

2024 Winning Team

2024 officials

2023 Winning Team

2023 sponsorship

2023 officials

2022 officials

2022 sponsorship

2021 officials

2021 Winning team

2021 sponsor prize

2020 Winning Team

Saturday, February 15, 2020 CFA Society Winnipeg was host of the 4th annual competition.
Congratulations to the winning team from University of Regina. 

2019 Winning Team

Saturday, February 9, 2019 CFA Society Winnipeg hosted the 3rd annual competition.
Congratulations to the winning team from Univeristy of Winnipeg.

2018 Winning Team

Saturday, January 27, 2018 CFA Society Winnipeg was host to the 2nd annual competition with 7 university teams participating from Alberta, Saskatchewan and Manitoba.
Congratulations to the winning team from Mount Royal University, Calgary.

2017 Winning Team

Saturday, March 18, 2017 Inaugural CFA Ethics Challenge (Prairies Regional) hosted by CFA Society Winnipeg.
Congratulations to the winning team from the University of Saskatchewan