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 2,700 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 launches ESG investment certification in Quebec

CFA Montréal is proud to announce its partnership with CFA Institute to launch the ESG investment certification in Quebec. This new international training program aims to strengthen market integrity by providing professionals with the accepted core concepts and trusted source applications they need to integrate environmental, social and governance factors into the investment process.

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CFA Montréal is pleased to announce the appointment of Jo-Ann Hajdamacha to the position of Executive Director, starting July 19, 2021. She will be taking up her duties as the first year of CFA Montréal’s new three-year strategic plan gets underway.


CFA Montréal wins 2021 Initiative for the Advancement of Women in Finance Award from the AFFQ

CFA Montréal is proud to announce that it is the recipient of the 2021 Initiative for the Advancement of Women in Finance Award from the Association des femmes en finances du Québec (AFFQ). CFA Montréal was awarded this prize for its “Women in Investment” initiative, which supports the development, promotion and advancement of women in finance.

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Upcoming events

Local membership renewal

*** MEMBERSHIP RENEWAL ONLY ***   For a new membership request, please visit the "Local Members" section on the Become a member page on our website to make sure you are eligible.

Inflation: A Short-Term Blip or a Long-Term Trend?

The unique nature of this recession coupled with the recovery measures that have been rolled out are fuelling inflationary pressures. The question is: Is this a fleeting moment of turbulence caused by supply chain disruptions and pent-up demand? Or are we looking at a scenario where inflation spins out of control, driven by excess liquidity and ballooning fiscal deficits? This panel discussion is a chance to reflect on these pivotal issues that are keeping the markets on edge. Our two panelists come at the issue from different angles and will share their respective investment strategies with you. Join us! The link to log in to the webinar will be sent to you the day before.The discussions will be held in English, with a follow-up Q&A in both English and French.

Python 101: Understanding the Language and the Core Concepts

Learn the basics of Python, a programming language that will allow you to optimize your portfolio management and conduct in-depth data analysis. Taught in an interactive virtual classroom, this course is designed for professionals who wish to familiarize themselves with the fundamentals of Python. Building gradually from the essentials up, you will be coached through applying what you have learned to develop scripts for a range of applications. By the end of the course, you will be able to: ‐ Describe the basic syntax of Python ‐ Develop Python scripts ‐ Access data with Python ‐ Track program execution, and pinpoint and fix problems. A basic understanding of algorithms is strongly recommended. The seven-hour introductory course will be taught in French online (via Zoom) by an instructor from the École de technologie supérieure. It will take place over two Wednesday afternoons, from 1:00 p.m. to 4:30 p.m. on October 20 and 27, 2021 (3.5 hours each). The course will be divided evenly between interactive lectures and hands-on exercises. The maximum number of participants is 12. Open to CFA Montréal members only. Register now to reserve your place! Complete your training: learn how to develop and use scripts in Python that can be used in the financial context. Sign up for Advanced Python: Use in a financial context.

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