Finance in action

With CFA Montréal, discover finance in action

A leader in the investment profession, CFA Montréal is made up of more than 3,000 professionals and 2,000 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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Career Program Commitment Discovery Activities Projects Career Program Commitment Discovery Activities Projects
DISCOVER THE NEW SERIE "OUR VOLUNTEERS IN ACTION" OF CFA MONTRÉAL

DISCOVER THE NEW SERIE "OUR VOLUNTEERS IN ACTION" OF CFA MONTRÉAL

Each week, starting May 11, we'll be presenting an interview with one of our five operational committee leads to highlight their backgrounds and the contribution of each committee to the Montreal financial community.

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CFA Institute Announces Signatory Organizations to New Diversity, Equity, and Inclusion Code for the Investment Profession in US and Canada

CFA Montréal is proud to be one of the first signatory organizations of the CFA Institute DEI Code. As a proponent of the DEI Code, CFA Montréal wishes to embody the desired changes within the investment industry and the financial community of Greater Montreal.

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THE CERTIFICATE IN ESG INVESTING IN ThE NEWS!

THE CERTIFICATE IN ESG INVESTING IN ThE NEWS!

We are pleased to announce the launch of our new campaign to get the word out about the benefits of the CFA Institute’s Certificate in ESG Investing.



In the coming days, you’re sure to spot several articles in La Presse+ and Les Affaires, including an interview with CFA Montréal President Odrée Ducharme, CFA, as well as first-hand testimonials from two charterholders who earned their Certificate in ESG Investing.

 

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Upcoming events

Integrating climate change into the investment process

Analysis
We take every precaution to ensure our events are safe. Despite the lifting of sanitary restrictions, CFA Montréal will continue to provide masks and antibacterial gel to those who wish to use them. Join us to discuss how investors can incorporate responsible investing and more specifically climate change objectives into their investment process. The topics that will be addressed include: Which actions investors can take to manage climate risks? What resources are available to investors to calculate the impact of climate change on their investments? What are the ESG metrics or objectives that investors can set for their portfolios? How can investors achieve a net zero transition? If you’ve already begun to consider responsible investing in your portfolio or if you are looking for the best practices for a sound approach to managing climate change risks, this is definitely an event you should attend! The discussion will be held in French.

The psychology of money: timeless lessons on wealth, greed and happiness

Investment Management
The financial decisions we make are shaped by our relationship with money, our educational background, our desires and our fears. It is this combination of factors that author Morgan Housel looks at in depth in his book, The Psychology of Money. Housel is a partner at Collaborative Fund and a former columnist at The Wall Street Journal. His work examines how seemingly irrational behaviours can influence personal finance. Don’t miss what is sure to be an eye-opening talk! The first 50 people to register will receive a free copy of The Psychology of Money. You will receive the link to connect to the webinar the day before the event. The conference will be held in English.

New CFA Charterholders Graduation Cocktail

Aiming for CFA Charter
We take every precaution to ensure our events are safe. Despite the lifting of sanitary restrictions, CFA Montréal will continue to provide masks and antibacterial gel to those who wish to use them. You became a CFA charterholder in 2020, 2021, or early 2022 ? The return to in-person events marks the perfect opportunity to finally be able to welcome new CFA charterholders into our big family. In the company of your guest, join us for a celebratory cocktail during which you will receive a diploma and have a professional photo taken in addition to the pleasure of meeting up again with colleagues. Please register by noon, May 20, 2022. Due to the limited number of places available, registrations will be in priority order of receipt. Exceptionally, those who wanted to register but were unable to obtain tickets will receive an invitation to the next edition of the cocktail. We look forward to seeing you there! Note: Only charterholders who have been awarded the charter in 2020, 2021 or between January 1st and March 31st of 2022, can register. CFA charterholders who have received or will receive their CFA designation between April 1st to Dec. 31, 2022 will be invited to the winter 2023 Graduation Cocktail.

Seeking CFA expertise