Building the future of finance

Women in Investment Management: a competitive advantage

CFA Montreal has supported the growth of women in the investment industry for several years.

The Association won the Initiative for the Advancement of Women in Finance 2021 award from the Association des femmes en finances du Québec (AFFQ) for its "Women in Investment" initiative, which aims to develop, promote and advance women in finance.

It is now important for us to broaden the notion of diversity, equity and inclusion to better reflect the community in which our members and candidates evolve.

As such, CFA Montreal is among the first organizations to sign the CFA Institute's Diversity, Equity and Inclusion (DEI) Code for the investment profession in Canada and the United States.

Over the next few years, CFA Montreal will be adopting a D&I policy and developing an implementation plan to integrate the six core principles of the Code within the Association.


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Responsible investment: creating sustainable value

Being a responsible investor means understanding all aspects of your investments. CFA Montréal places great importance on its members' practices in terms of social, environmental and governance responsibility. Our organization and members also subscribe to the high ethical standards of the CFA Institute.

CFA Montréal is one of the signatory organizations to the Declaration of Institutional Investors on Climate-Related Financial Risks, a call to publicly traded companies in Canada to commit to enhanced disclosure on their exposure to climate change risks.

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CFA Institute ESG Investment Certificate

In order to support continuing education in the industry, CFA Montreal recommends this training which allows finance professionals to develop their skills in sustainable investment.

CFA Institute ESG Investment Certificate