You Too Can Pass Your CFA Exam

Career Development

Preparing for the three levels of CFA exams can be a daunting task, with plenty of challenges along the way. Only those who have gone through the experience realize how much hard work, discipline and organization it takes to become a CFA charterholder.

You’re probably plugging away at it right now to make sure you’re ready when the time comes. And a bunch of questions may be swimming around your head as you do:

  • Am I studying the right way?
  • How can I make sure all the odds are in my favour on exam day?
  • Am I putting enough time into preparing?
  • Should I diversify the learning materials I’m using? 
  • What can I expect on the day itself?
  • How can I reduce my stress levels?
  • What are some tips for striking a balance in terms of my personal life?

If any of these sounds familiar and you’re looking for ideas to help increase your chances of passing, we have something for you. Come hear what people who did their Level 3 exam last year have to say. They’re bound to have some useful tips for you – and a healthy dose of encouragement!

During this activity, four guest speakers will relate their experiences – what worked, what didn’t work and what you should avoid at all costs. Whether you’re looking for information on the best approach to studying, how to prepare yourself mentally, how to maintain a sense of balance in the years to come and what resources are available to you, our speakers will share their pearls of wisdom with you to help you get the most out of your prep work and put you on the path to success this coming June.

A dozen other new charterholders will be on hand during the reception portion of the evening to share their thoughts with you.

Register early, space is limited!

Discussions will be held in English and followed by a cocktail.


Marc Drolet, CFA
Director, Assets and Risk Management
Morneau Shepell
Tatiana Hakim, CFA
Senior Analyst - Asset Management and Investments, Retail
Ivanhoe Cambridge
Annie-Claire Rousseau, CFA
Director, Business Advisory Council and Expenditure Management

François Saloff-Coste (charter pending)
Investment Advisor / Private Equity
Fonds de solidarité FTQ


Sandy Poiré, CFA
Senior Investment Officer - Absolute return

CN Investment Division
Director, Services for Candidates CFA Montréal


16 :45 PM | Registration

17:15 PM | Panel               

18:15 PM | Questions period

18:45 PM | Cocktail

19:45 PM | End

In collaboration with