Become a CFA charterholder

Take it to the next level

Position yourself as a leader in finance. The CFA designation is a powerful credential, recognized and respected throughout Canada and around the world. It attests to an outstanding academic career, the depth of your expertise and your professional standards and ethics.  

In short, the designation reflects your ability to deal with the most complex financial and investment management challenges.

  • A title that opens doors for you all over the world
  • The possibility of a career in any market and within the most prestigious organizations in the world of finance.
  • A recognized commitment to ethics and professionalism
  • Advanced skills to make complex investment decisions
  • Practical expertise in investment analysis and management
  • Tools and resources for continuing education and career development
  • A powerful global network of some of the best financial professionals in the industry


Montreal, a financial powerhouse

Montreal ranks 14th among the world's largest financial centres and is home to one of the largest communities of CFA charterholders in the world. They have excellent career opportunities in Montreal within approximately 3,000 organizations and 250 pension funds of various sizes in the city. As the epicentre of a highly proactive financial community connected to global trends transforming the industry, Montreal is also a key player in the emergence of new financial technologies (fintechs).

The CFA® Program

The CFA title is the highest distinction in the financial sector, a significant advantage that will serve you at all stages of your career. The designation is held by more than 165,000 professionals in 163 countries.

Prepare for success

The exams leading to the CFA designation, I, II and III, cover a wide range of subjects. To be successful, you need an effective plan of action that will enable you to master the concepts and be as well prepared as possible. Here are some useful resources to support your efforts.

Jump into the action – Become a candidate member of CFA Montréal

CFA Montréal is made up of more than 2,700 talented men and women who together are shaping the future of finance and contributing to the growth of Montréal as a financial centre. We are the 10th largest CFA association in the world, and you can be a part of it!

CFA Montréal offers a customized membership to welcome you and support you in your studies.

CFA Montréal is your base camp, your toolkit, your reference, your network. It's a whole community that wants you to succeed.

Experience the Research Challenge!

The Research Challenge is a global competition that provides university students with hands-on mentoring and intensive training in financial analysis. As a team, students are challenged to analyze a publicly traded company and write a research report recommending purchase, sale or status quo.

Each year, more than 5,500 students, 4,000 volunteers, 1,100 universities, 150 local societies and 85 countries take part!

The competition is an opportunity to gain real-world professional experience and represent your university regionally and perhaps internationally! It will be a distinctive achievement you can put on your CV and a chance to build your network. Take the challenge!

  • November: launch of the next edition and presentation of the business case
  • December: registration
  • January: submission of presentations
  • February: regional competition
  • April: Americas and world competition

The Research Challenge regional competition is organized by CFA Montréal in collaboration with CFA Québec.

Details on the CFA Institute website

For information and registration, please contact CFA Montréal: 514 990-4720 |

Take the Ethics Challenge!

CFA Societies Canada has been offering the Ethics Challenge since 2014. Based on the principles of ethics and professional excellence promoted by CFA Institute, the Ethics Challenge is intended for university students in finance and business administration. It allows those entering the investment field to prepare for the ethical dilemmas they will face in their workplace.

  • October: launch of the next edition
  • November: registration
  • January and February: local competitions
  • May: national competition

The local Ethical Challenge competition is organized by CFA Québec in collaboration with CFA Montréal.

All of the details are on the CFA Canada website.

Contact CFA Québec for information and registration: