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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.
* Required field

Recognized world-wide

The Chartered Financial Analyst® (CFA®) credential has become the most respected and recognized investment designation in the world; enrolling in the CFA® Program is your first step towards earning this qualification. Upon completion of the program, you must join the CFA Institute to officially obtain the CFA® designation.

The program helps develop and improve basic knowledge of the principles of investing. The curriculum covers concepts and skills you will use at all stages of your career, bridging academic theory, current industry practice, and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills. The CFA® exam is managed by the CFA Institute and is held annually in more than 70 countries around the world.

Three exam levels allow for an evaluation of the candidate’s skills in applying these principles in a professional context.

Level I

Focuses on a basic knowledge of the ten topic areas and simple analysis using investment tools.

Level II

Emphasizes application of investment tools and concepts with a focus on valuation of all types of assets.

Level III

Focuses on synthesizing all of the concepts and analytical methods in a variety of applications for effective portfolio management and wealth planning.

The exam registration deadlines, eligibility rules and complete information about the program are available on the CFA Institute website under Programs > CFA Program. Please note that this program is offered in English only, and fluency in English is therefore a program prerequisite.