With CFA Montreal, discover finance in action

The CFA title is the highest distinction in the financial sector. It is recognized and respected around the world, and rightly so. CFA charterholders have completed one of the most demanding and comprehensive programs in the industry. They are prepared to face all of the complex investment challenges you have to offer. There are 165,000 CFA charterholders worldwide. Are you working with a CFA charterholder?

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THE VALUE OF CFA

Rigour and expertise

Only one in five candidates becomes a CFA charterholder, which requires 1,000 hours of study, the successful completion of three exams and a minimum of four years of professional experience.

Financial monitoring and continuous development

Professionals connected to a strong network and an association dedicated to the continuous advancement of their expertise.

Global vision of finance

Specialists trained to create value in all dimensions of investor and corporate financial realities.

Holistic management

Experts in securities analysis, asset allocation and portfolio management, including tax and wealth planning.

High standards of ethics and integrity

The CFA designation is synonymous with excellence in finance and a commitment to meeting the high standards of ethics and professional conduct required by the CFA Institute.

Employers, find the right specialist

Employers, find the right specialist

The Greater Montreal area has the highest concentration of CFA charterholders in the province dedicated to achieving your financial goals.

Investors, find a wealth manager

Investors, find a wealth manager

The Greater Montreal area has the highest concentration of CFA charterholders in the province dedicated to achieving your financial goals.

Finance in Action

A leader in the investment profession, CFA Montréal is made up of more than 2,700 professionals and 2,500 candidates who have chosen the unique expertise offered by the CFA® program and who contribute to the growth of the financial sector and economy of Montreal and Quebec. CFA Montréal is part of the CFA Institute's global network.