Finance in action

With CFA Montréal, discover finance in action

A leader in the investment profession, CFA Montréal is made up of more than 2,700 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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Career Program Commitment Discovery Activities Projects Career Program Commitment Discovery Activities Projects
Three CFA Montréal members in the spotlight!

Three CFA Montréal members in the spotlight!

Three CFA Montréal members who specialize in private wealth management have been selected by CFA Institute to be part of its North American campaign, The Right Question. It aims to raise the profile and recognition of CFA charterholders among high-net-worth clients and the financial community.

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Upcoming events

Workshop - Boost your memory and your productivity

Career Development
There is no greater skill than having the ability to get through new information quickly and remember it. This 60-minute workshop will help you remember more and boost your productivity. LEARN HOW TO: + Understand how your memory works + Boost your short-term & long-term memory + Memorize vital information more effectively + Remember long lists of information in a precise order + Recall details quickly using an Ancient Greek technique Class space is limited. Reserve your seat now!

2020 Outlook

Luncheon
Three renowned economists will present a portrait of the current economy and their forecasts for the coming year. The presentations will be followed by an interesting panel where the three speakers will exchange their points of view and answer questions from the participants. This is an event not to be missed!    

Book Launch: Secure Retirement by Jacques Lussier, CFA

Cocktail
Free
You are cordially invited to join us for the launch of the book Secure Retirement - Connecting Financial Theory and Human Behavior, with M. Jacques Lussier, PhD, CFA, author of the book.   Financial science, both quantitative and behavioral, can be used to improve the retirement planning effort. Despite a vast amount of literature on the topic, Secure Retirement recognizes the need to validate this knowledge and develop a comprehensive framework for investors. The book will be available on site and Mr. Lussier will sign your copy upon request. Wine & canapés will be offered. Space is limited, register early!

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