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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.
The CFA Institute's campaign for high-net-worth investors is underway in Montreal. CFA Institute is launching a multi-platform campaign, The Right Question, as a follow up to its Let’s Measure Up campaign introduced last year. This new component is designed to build awareness among high-net-worth investors of what CFA charterholders have to offer—their specialized expertise and comprehensive knowledge of industry standards of practice and ethics.
Since 2015, the market for high-net-worth investors has continued to expand. There is a growing need for experts in asset and wealth management. CFA charterholders have this expertise and more. The new campaign aims to raise their profile and increase recognition of the designation within the financial community and among high-net-worth investors.
See the video for more about the scope of the campaign::
The first phase of this international campaign was launched in Canada and the United States in early April. In Montreal, advertisements in La Presse and displays in various office towers will publicize the campaign. The first phase will end in June 2019, with a second phase starting in the fall. For its part, CFA Montreal will extend the campaign by deploying a new concept that builds on our efforts to promote recognition of your expertise. Stay tuned for more information in our upcoming communications.