Aim High

Explore the possibilities


The Certificate in ESG Investing* gives you the knowledge you need to manage investments with a focus on integrating environmental, social, and governance factors. It can help you gain an edge in a fast-moving market.

You'll develop expertise in a field in high demand by top firms worldwide and become part of the solution to the top issues impacting our world.

Sign up to learn more HERE.

This certification is designed to meet the needs of investment professionals - CFA charterholder or not - who wish to learn how to analyze relevant ESG criteria and integrate them into their investment analysis practice. It is also appropriate for anyone who wants to improve their understanding of ESG issues in areas such as sales and distribution, wealth management, product development, financial advisory and management, and risk management.

*A product of CFA Society of the United Kingdom



Our Mentorship Program is a powerful tool to accelerate your learning and career development. It opens you to new perspectives and sharpens your skills through a privileged relationship with an experienced professional.  

We take great care in matching the mentor and mentee and in providing tailor-made tools and support for each participant. This is the strength of our program.

Information session

11 September 2020
Virtual session

Deadline to apply

September 30, 2020

First workshop

December 11, 2020

Why become a mentee?

  • To obtain the perspective of a knowledgeable person outside your network

  • To gain confidence and prepare for the next steps in your career

  • To benefit from the professional experience and wisdom of a mentor

Who is eligible?

  • CFA Montréal members

  • Emerging leaders in finance with five to seven years of experience

  • Professionals interested in moving into a management role or one with more responsibility in the investment sector and people considering a career transition to another financial sector or starting a business in the financial world

  • Conscientious people who are ready to dedicate themselves for the duration of the program

Why become a mentor?

  • To develop your skills and leadership as a coach and motivator

  • To give back to the financial community and share your professional assets

  • To support the development of tomorrow's professionals

Who is eligible?

  • Experienced professionals willing to share their expertise and experience in a privileged professional relationship

  • People who are open, have good interpersonal skills and wish to establish a mentoring relationship

  • Conscientious people who are ready to dedicate themselves for the duration of the program

To become a mentor, please send your profile via this link.

How it works

  • The matching committee reviews the applications. Interviews are conducted with the selected candidates to fully understand their profiles and needs.

  • The pairs are subsequently announced.

  • All of the pairs are invited to a breakfast launch and training session.

  • Two workshops with a specialized coach are offered to mentors and mentees as well as a customized report to better understand their strengths.

  • The pairs will meet six to eight times during the program, which lasts one calendar year.