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CFA Society Toronto 

CFA Society Toronto is Canada’s largest Society of CFA Charterholders and is dedicated to supporting the professional and business development of over 10,000 members. It provides membership with a local perspective on a global designation through our member services, which include: educational programs, sponsored events, employment postings, quarterly newsletters and networking opportunities. The membership is comprised of portfolio managers, investment analysts, corporate finance executives, academics, and other investment professionals who practice in a variety of fields, including investment counseling and management, banking, insurance, investment banking and brokerage firms, government agencies, regulators, and the financial media.

CFA Society Toronto is affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry.



CFA Institute Research Challenge

The CFA Institute Research Challenge is an annual global equity research competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students gain real-world experience as they assume the role of a research analyst and are tested on their ability to value a stock, write an initiation-of-coverage report, and present their recommendations.

Deadline to apply is 4th October 2019. Please see here for more information.

CFA Society Toronto Ethics Challenge

The Canadian Ethics Challenge is designed to increase students’ awareness of the ethical dilemmas they may face as future investment management professionals. Student teams from finance or economics programs are given an ethics case to study and evaluate. Each team then presents its analysis and recommendations, to a panel of judges, selected by the host CFA Society at the Canadian Ethics Challenge local competition.  Following a question and answer period with each team, the judges then select a winner. Their decision is based on the quality of the team’s understanding of the ethical issues involved, their recommendations, and the quality of their analysis, presentation, and responses to the judges questions. 

Deadline to apply is 4th October 2019. Please see here for more information.


CFA Institute Mentorship - Toronto Society

The Mentorship Program aims to pass on the knowledge and experiences of senior charterholders onto the future generation of the investment community.  The program also offers an opportunity for participants to develop stronger leadership skills and networking opportunities.  CFA Institute acknowledged the value this program offers to charterholders by honouring the Society with an Award for Innovation after the program’s inaugural year.

This Program is only open to members of CFA Society Toronto. Deadline to apply is 4th October 2019. For more information please see here.


Benefits of CFA Institute Membership - Toronto Society

CFA members will have the opportunity to network with the speakers and attendees at a wide range of events. For more CFA Society Events please see here.


Rotman Representatives

Maureen Stapleton - University Relations Committee Member

Viveck Panjabi, CFA - Student Ambassador