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Who we are

CFA Society Montréal is a non-profit association founded in 1950 with multiple goals in mind such as:

To uphold CFA Institute Code of Ethics and Standards of Professional Conduct for industry members so as to maintain/impose the quality and public perception of the profession

To assist members in their efforts to pursue their educational development by:

  • organizing conferences with a high information/education content, whether of a practical or theoretical nature,
  • offering comprehensive preparation courses for CFA exams, and
  • encouraging participation in CFA Institute professionaldevelopment programs for existing members with the CFA designation

To promote, when and however possible, the international scope of Montreal’s financial community

To increase awareness regarding both investment career opportunities and the CFA program to other organizations, university students, and the public at large.

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Why Choose a Charterholder?

No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst (CFA) designation.

Why Should You Trust a CFA Charterholder?

What Makes a CFA Charterholder’s Knowledge So Special?