Finance in action

With CFA Montréal, discover finance in action

A leader in the investment profession, CFA Montréal is made up of more than 2,900 professionals and 2,500 candidates who have chosen the unique expertise offered by the CFA® program and contribute to the growth of Montreal's financial sector and economy.

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CFA Montréal members predict that Canada will be in recession for less than one year

An in-house survey of CFA charterholders from CFA Montréal regarding the impact of the COVID-19 pandemic reveals, among other things, that 60% of respondents expect the recession to last less than one year in Canada, while 57% are of the same view regarding the recession in the United States.

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in case you missed it..

The recordings of our 2019-2020 webinars are on our YouTube channel.

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Candidate membership REGISTRATION

Are you enrolled in the CFA program and registered for one of the CFA exams?   Have you passed all three exams but you’re still a  Charter Pending*? Then CFA Montreal’s membership is just what you need ! By becoming a member of CFA Montreal, you get: One free mock exam to help prepare you for the exam (worth $100) Additional preparation tools Free entry and drinks at the June 6, 2020 post-exam cocktail Access to job offers exclusive to CFA Montreal members Access to training activities and events at the preferential member rate ... and all regular members' privileges To become a member:  1 - Complete your membership form by clicking on the "Become a member" button at the bottom of the Member Candidate section on this page 2 - Pay the CAD$100 (+ tax) fee by clicking on the “Register” button above Your membership will be valid until September 1, 2020. This membership is open to candidates and Charter Pending* only.    *Years of professional experience not completed  


Career Development
Looking for a mentor outside of your network? Interested in becoming a mentor? CFA Montreal is excited to officially launch the 10th Edtion of our Mentorship Program! The objective of this program is to pair emerging leaders with the experienced leaders in our Society. The program focuses on the participants’ growth and development within the financial community. Join us for a luncheon information session for further details on the program, its objectives and its structure. Places are limited; reservation is mandatory. Information session will be given in French with translation available throughout. « The CFA Montreal Mentorship Program is one of a kind. I was surprised by the quality of the pre-selection meetings and the quality of the presentations given by subject matter experts in organizational development during the first meeting where all participants gathered to learn more about mentorship. The program is very well structured and equips both the mentor and the mentee. I highly recommend it to all young CFA members ». Sarin Boivin-Picard - Mentee “A surprise, always nice to become a mentor. The pleasure is in receiving more than I give. I had the gratification of meeting amazing people, who taught me a lot about their work environment and who led me to think about challenging issues. Becoming a mentor is a privilege and therefore a role to take very seriously.” Miville Tremblay, CFA - Mentor Visit our website for more information on the program, and its admission criteria.

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