Finance in action

With CFA Montréal, discover finance in action

A leader in the investment profession, CFA Montréal is made up of more than 3,200 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
Launch of CFA Montréal Scholarships Program

Launch of CFA Montréal Scholarships Program

Apply on our Website before March 1, 2024.

The scholarships will be granted during the event Discovery Day - Careers in Finance.

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CFA MONTRÉAL ANNOUNCES THE APPOINTMENT OF SANDY POIRÉ, CFA, AS PRESIDENT AND WELCOMES THREE NEW BOARD MEMBERS

CFA MONTRÉAL ANNOUNCES THE APPOINTMENT OF SANDY POIRÉ, CFA, AS PRESIDENT AND WELCOMES THREE NEW BOARD MEMBERS

Montreal, October 26, 2023. — CFA Montréal is pleased to announce the appointment of Sandy Poiré, CFA, as Chair of its Board of Directors, as well as the naming of three new directors. Sandy Poiré succeeds outgoing president Odrée Ducharme, CFA, who has held the position for the past two years.

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Upcoming events

The ethical challenges of the rise of AI tools in finance

Ethics
The emergence and widespread adoption of artificial intelligence tools call for a careful examination of the ethical considerations associated with their use. Our experts will delve into these critical issues within the financial domain, with a particular focus on: Maintaining Ethics, Rigor, Confidentiality, and Intellectual Property in Fundamental Research: Explore how to ensure ethical standards while harnessing emerging tools using artificial intelligence or a form of process robotization. Case Study: Implementation of Assisted Solutions and Ethical Evaluation of Tool Quality. Don't miss this webinar on the ethical challenges posed by the rise of AI tools in finance and discover how to navigate this evolving landscape wisely and responsibly. Participation in this webinar allows CFA members to earn 1 SER credit (Standards, Ethics, and Regulations) as part of their ongoing Professional Learning. The event will be given in French, Q&A in English and French.The login link will be sent to you the day before.A recording will be made available for 30 days to all registered participants after the event.

Discovery day: Careers in finance

CFA Designation and Program
Free
Futureproof your career! Do you know how many different kinds of jobs there are in finance and investment? The CFA Institute’s Job Role Discovery Quiz lists over 40 career options in this field. CFA Montréal’s Discovery Day shines the spotlight on a variety of employment and entrepreneurial pathways — some more conventional and some more out of the box — to help you make informed choices about your future. Explore the many opportunities a CFA designation can offer. Dive into the world of finance and investment and find out more about the exciting selection of traditional and non-traditional careers open to you. Learn from industry professionals about what their jobs are really like and ask any questions you might have. The interactive formula features: A series of 15-minute sessions in small groups (in French and English) A networking reception for students, candidates and industry professionals A presentation on the CFA Program and career prospects in finance and investment Admission is free, but spaces are limited, so be sure to sign up today!

Conversation with Family Offices

Investment Management
Sold out
  SOLD OUT - Please note that we are not accepting new registrations for the waiting list. Several representatives of Single-Family Offices have agreed to shed the light on what distinguishes them from each other and the particularities that make them so unique and define their singular identities. They will address how family culture and beliefs influence investment philosophies, how the decision-making process takes form and how they approach the asset allocation of their investment portfolios. The discussion will be held in French, Q&A in English and French.

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