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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

HEC Montréal’s CFA® Training Programs – Levels I-II-III

Are you a CFA (chartered financial analyst) candidate getting ready for your exams? Then HEC Montréal’s CFA® training programs are for you! We embrace a practicalcoaching-based approachto assist you in acquiring the knowledge necessary to meet the CFA Institute’s stringent requirements. All courses are in English, include a three-hour practice exam and take place over the span of 14 to 16 evenings.

When you study with HEC Montréal, you will be increasing your chances of success by starting early and taking things one step at a time. You will also have access to seasoned instructors who will cover all of the required materials and address the challenges specific to the CFA Institute program. They will help you avoid some of the common pitfalls and increase the likelihood of passing.

HEC Montréal is pleased to partner with CFA Montréal to offer a series of high-quality programs for talented candidates. And we are proud to work hand in hand with you to help you successfully tackle all three levels of your CFA exams.




Concordia University’s John Molson School of Business (JMSB) is one of the leading business schools in Canada. The MBA in Investment Management, is offered downtown Toronto as well as at JMSB’s main campus in Montreal. It is the world's first MBA program that fully integrates the Chartered Financial Analyst® (CFA) Body of Knowledge™ into its curriculum, enabling our students to study towards two world-recognized designations simultaneous.

Our program prepares students to write all three levels of the CFA exam while completing an MBA degree. Since its establishment in 2001, our students’ CFA Level I pass rates have consistently doubled the worldwide rates.

Outperforming the world...once again!

Concordia students achieve 85% success rate on CFA Level I exam

CFA Level I 2018 Pass Rates: Concordia: 85% | Worldwide: 43%

Visit our website ( to learn more about our MBA in Investment Management that allows you to work full-time while studying. Classes are held on Wednesdays from 6:30 - 9:00 pm and Saturdays from 9:00 am - 3:00 pm. No prior work experience nor finance background required for admission. Attend an upcoming information session or contact us directly.



McGill University’s Chartered Financial Analyst® (CFA®) Exam Preparation Program is designed to help CFA® candidates increase their chances of success in the CFA® Level 1 exam. It includes:

  • A curriculum that is fully aligned with the CFA® Body of Knowledge™
  • Expertise and exam-writing strategies from McGill instructors
  • The Kaplan SchweserNotes™ Package
  • An intensive final exam that replicates the actual CFA® Level 1 exam experience
  • Up to three hours of individual coaching with any instructor at no additional cost

You can also register for an exam review workshop and additional modules covering topics such as ethics, quantitative methods, financial reporting and analysis, and more.

McGill University is a member of the CFA Institute Approved Prep Provider Program. Classes take place on evenings and weekends, and there are no admission requirements. For more information, visit our website

514-398-5454 |

The information on the next preparation seminar of McGill University is also available here



The New York Society of Security Analysts (NYSSA), the local CFA Society of New York, offers CFA exam review classes with highly rated instructors, Nathan Ronen, CFA and Carl Crego, PhD, CFA. These courses are now being captured on video, they are not webcasts or online learning courses – they are the live recording of the class. No matter what your work schedule is, no matter where you live, you can follow the same weekly CFA exam prep classes that candidates attend in New York City. Each of the 17 recorded class sessions is three hours long and is accessible anytime, anywhere, for a total of 51 hours of instruction.

Candidates can click here to register for the course, CFA Montreal candidates: Enter the Promotional Code (you need to ask it first at to receive a $50 discount on the course, which brings the cost to $800. Either Nathan or Carl will be available to candidates for questions via email. Responses will be coordinated via email, phone, or Skype.


Professor Brian Y. Gordon, CFA, CFP, CIM, MBA, FCSI is Canada’s leading CFA instructor having taught CFA prep classes in Calgary, Montreal, Toronto and Vancouver since 1999.

Choosing Exam Success means you’re not studying alone. Prof. Gordon and his team will help focus your efforts to insure you are on track to be among the best prepared candidates come exam day.

Visit for information about our online CFA exam study resources.


CFA candidates have access to a 20% discount by using a promotional code when ordering online at  or by calling Schweser's Customer Service. New this year, Schweser is offering also a discount on their products by ordering them directly online at and using another promotional code. To obtain the codes to benefit from those discounts, send an email at

For more information on their offer, please visit the flyer.


This program offers streaming media recordings of all study sessions (available in English only). For more information, please consult the PDF brochure provided by the CFA Institute.


CFA Society Montreal Candidates and Members receive a 20% discount on all Wiley CFA® Exam Review materials.  Use discount code 201420 when you order at

Designed by expert instructors to help busy, real-world candidates prepare to pass, you'll learn faster and retain more with comprehensive study materials and efficient, mini "bite-sized" lessons that can be taken in as little as 40 minutes. Trusted by thousands of candidates from over 100+ countries, Wiley's CFA Review Platinum course includes:

  • Pay Once Until you Pass Guarantee – 100% free course repeats and updates including live online classes until you pass the CFA exam
  • Weekly live virtual classes supported by professional online mentoring
  • 110+ hours of video lectures with top instructors (50+ hours for Level III), study guide and thousands of practice questions
  • 3 Full-length mock exams 
  • Adaptive study planner, dashboard and metrics to track your progress right up to exam day
  • 11th Hour Final Review course that condenses the readings for the final few weeks of study​

Not ready to buy? Take a free trial and experience the difference Wiley can make to your CFA exam prep. Free Wiley CFA Study Materials Available Here!


Important note: CFA Montreal reminds you that third party products and training sessions are a complement to and not a replacement for CFA Institute manuals.

CFA Montreal wishes you every success in your endeavour. Please do not hesitate to contact us should you have questions. We will be pleased to direct you to resource best able to help you.