Become a Member

The CFA Montréal advantage

Experience the synergy of an outstanding association, the 10th largest of 150 CFA societies worldwide. CFA Montréal is a major player in Montreal’s booming financial ecosystem and is well-known by the largest employers in the financial and investment sectors.

 

 

Many good reasons to become a member

Gain access to job opportunities and alerts exclusively for members.
Connect with innovation, trends and promising practices.
Participate in events, prestigious conferences, training and activities that help your career development.
Benefit from support and services adapted to professionals and CFA candidates.
Develop your business network within a proactive, strong, committed community.
Take advantage of exclusive preferential rates on products and services.
BENEFITS FOR OUR MEMBERS

Membership categories

Several categories of membership are available according to your situation: regular members, candidate members and local members. Regular members are the only ones entitled to vote.

REGULAR MEMBERS

This membership is mainly for CFA charterholders and candidates who have passed the level I exam, provided they have the required years of experience.

Eligibility

  • Successful completion of the level I CFA® exam or a self-administered standards of professional practice examination
  • A bachelor's degree from a recognized institution or comparable training/work experience
  • Four years of relevant experience in financial analysis
  • Able to provide two or three references (click here for details)

Membership fee: US $355 ($275 – CFA Institute and $80 – CFA Montréal)

You must submit your application to the CFA Institute and specify in your profile that you also wish to be a member of CFA Montréal.

Become a member

CANDIDATE MEMBERS

Please note that we are currently reviewing our services for 2021-2022.

 

Candidates registered to the May or July exams should fill out their membership request no later than April 12, 2021 (May exams) or June 7 (July Exam) to obtain their free mock exam.

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A customized package has been created to welcome candidates into the CFA Montréal network as soon as they enter the program if they do not qualify for regular membership. The value is fully discounted to support candidates in their studies. It includes:

  • A $100 free practice exam from Schweser
  • Additional preparation tools
  • One admission and a free drink at the post-exam cocktail in June
  • Access to job offers exclusive to CFA Montréal members
  • Access to training activities and events at a preferential rate

Eligibility

  • Enrolment in the CFA Institute's CFA program OR successful completion of all three exams without having the required years of professional experience

Membership fee: $100 CAD (CFA Montréal)

Become a Member

LOCAL MEMBERS

This membership is for finance professionals who do not intend to participate in the CFA program and do not qualify as regular or candidate members. This membership allows you to be part of our network and participate in our activities.

Eligibility

  • Holds a bachelor's degree from a recognized institution or equivalent training/work experience
  • Currently or previously employed in a field related to financial analysis and securities or capital markets*
  • Sponsored by a regular member
  • Has signed the CFA Institute Code of Ethics & Standards of Professional Conduct Statement

* The following fields are considered relevant: investment, corporate finance, financial planning, actuarial services, treasury services, securities brokerage, arbitration, accounting, business or securities law, finance education, economic analysis, research and analysis, journalism, consulting, business valuation, regulation, specialized services for finance.

Membership fee: $100 CAD (CFA Montréal)

Membership request

Local member | Candidate

Personnal information

Birth date *
Gender *
Status (current year) *
Language *

Studies or current job

Please fill in at least one of the fields above

Professionnal conduct

Répondez aux cinq questions suivantes en cochant l’une des cases appropriées ci‐dessous. Vous devez inscrire une réponse affirmative si une des questions est pertinente. Notez que toute situation décrite dans les questions suivantes qui s’applique à vous doit être déclarée, même si l’affaire est en instance. Avez‐vous déjà été :

Yes
No

A. Le sujet, le défendeur ou l’intimé dans le cadre d’une enquête, d’un contentieux civil, d’un arbitrage ou d’une autre poursuite ou instance judiciaire portant sur votre éthique professionnelle dans l’exécution d’activités en votre capacité directe ou sous supervision?

A. Le sujet, le défendeur ou l’intimé dans le cadre d’une enquête, d’un contentieux civil, d’un arbitrage ou d’une autre poursuite ou instance judiciaire portant sur votre éthique professionnelle dans l’exécution d’activités en votre capacité directe ou sous supervision?

A. Le sujet, le défendeur ou l’intimé dans le cadre d’une enquête, d’un contentieux civil, d’un arbitrage ou d’une autre poursuite ou instance judiciaire portant sur votre éthique professionnelle dans l’exécution d’activités en votre capacité directe ou sous supervision?

A. Le sujet, le défendeur ou l’intimé dans le cadre d’une enquête, d’un contentieux civil, d’un arbitrage ou d’une autre poursuite ou instance judiciaire portant sur votre éthique professionnelle dans l’exécution d’activités en votre capacité directe ou sous supervision?

A. Le sujet, le défendeur ou l’intimé dans le cadre d’une enquête, d’un contentieux civil, d’un arbitrage ou d’une autre poursuite ou instance judiciaire portant sur votre éthique professionnelle dans l’exécution d’activités en votre capacité directe ou sous supervision?

Date

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