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Published quarterly, the CFA Montreal newsletter is an online publication offering content that is both interesting and beneficial to our professionals. Offering exclusive interviews, opinion pieces, information about the Society’s events and activities, industry appointments and personalities, market outlook news, and articles on a wide variety of subjects, the newsletter aims to spur ongoing dialogue among professionals in the Montreal financial industry.
We invite you to send us your areas of interest and ideas for articles. You are also welcome to submit texts you have written and wish us to consider for publication.*
*CFA Montreal reserves the right to decide whether or not to publish articles and to request revisions if it judges that the subject matter represents a sensitive issue or one that may negatively affect the Society or its members.
For those of you who currently work (or are looking to work) for a firm that is a member- firm of the Investment Industry Regulatory Organization of Canada (IIROC):
1. You may qualify for an exemption from rewriting licensing courses, including the Canadian Securities Course and Wealth Management Essentials Course?
Under Dealer Member Rule 2900, IIROC recognizes individuals who have passed CFA Level III from having to re-write the following licensing courses if certain criteria are met.
The Canadian Securities Course (CSC)
If an individual has no prior approval with IIROC, to qualify for the exemption, the individual must:
Complete all three levels of the CFA Program, and
Complete CFA Level III within the two years prior to seeking IIROC registration.
If an individual was previously approved with IIROC in a capacity requiring the CSC, the individual must:
complete all three levels of the CFA Program, and
complete CFA Level III within the three years prior to seeking IIROC registration.
The Wealth Management Essentials course (WME)
An individual who has completed all three levels of the CFA Program is exempt from rewriting the WME if the individual is seeking approval within two years of completing all three CFA Program levels.
2. You may claim professional development (PD) or compliance (CM) credit for IIROC’s continuing education (CE) program after passing of each CFA Level Examination. For example, under Cycle 7 of IIROC’s CE program, the following CE credits may be available:
Examination CE Credits available
CFA I 20 PP or 10 CM
CFA II 20 PP or 10 CM
CFA III 20 PP or 10 CM
For more information on IIROC’s CE program please visit: www.iiroc.ca.
In addition to the above recognitions, IIROC recognizes the three levels of the CFA Program for the Registered Representative that provides discretionary portfolio management for managed accounts that do not trade in futures contracts. IIROC also recognizes the completion of the CFA Program for an individual who will be conducting discretionary portfolio management on managed accounts trading in futures contracts or futures contract options under Dealer Member Rule 2900.