Thank you. However, the demographic profile of respondents revealed an underrepresentation of certain age groups. We will therefore make additional efforts to encourage younger members to make their voices heard, so their perspectives are better reflected in our thinking and decision-making.
The demographic profile of respondents, however, revealed an under-representation of certain age groups. That's why we'll be encouraging younger members to make their voices heard, so that their perspectives are better integrated into our thinking and decisions.
In order to obtain a more comprehensive picture, we also invited respondents who indicated «little or no» use of our services to answer questions designed to help us better understand the issues that limit participation and access to our activities. We fully recognize the value of every response, and appreciate the time you have devoted to this consultative exercise. It is in this spirit that we would like to present you with the results of the survey, to give you visibility on what will guide our actions.
The Net Promoter Score remains high by industry standards (45), although it is down on last year. The sense of belonging remains as strong as in 2024: 69% of members rate it highly, and weaker perceptions remain marginal. These results confirm the quality of the professional bond that unites us, while reminding us of the importance of continuing to strengthen your experience.
Three key priorities clearly stand out:
Your responses indicate a strong desire for professional stability: nearly one-third of members expect to maintain their current situation over the next three years. Others expressed a desire to:
These trends confirm the importance of offering professional development that is tailored to diverse profiles.
In the context of the rapid growth of artificial intelligence, members ranked the most significant risks as follows:
These concerns directly affect members’ advisory role and the standards of the profession, at a time when AI governance is the subject of increasing attention across multiple sectors.
The three areas where members feel least equipped are: artificial intelligence and automation, digital economy / fintech, geopolitical transformation, while more than half of respondents say they lack preparation in these areas. This is a striking fact.
A significant portion of members feel that the current programming generally meets their expectations. However, some expressed reservations, particularly regarding the professional development offering.
More specifically, a large proportion believe the program would benefit from offering more technical training (41%) and consider the current content too general (43%). In addition, about one in five members identified a need for greater variety, while one-third indicated they find better-suited training opportunities elsewhere.
Many members also spontaneously expressed a need for more structured networking opportunities: small groups, by specialization, by career stage (mid-career, junior/senior), etc.
Furthermore, the data show that 68% of respondents say CFA Montréal content primarily helps them broaden their knowledge and, to a lesser extent, strengthen their professional connections (18%). Far fewer see it as contributing to the development of competencies—an element that is central to our mission. This distribution confirms the need to better balance high-level conferences with more specialized training.
When asked to rank eight global risks based on their potential impact on markets over the next six months, respondents identified:
In this global context marked by tensions in the Middle East, a second question aimed to identify the strategies members intend to prioritize. The most common responses included revisiting strategic asset allocation, increasing geographic diversification, and reducing overall portfolio risk. Nearly one in five respondents does not anticipate making any specific adjustments.
The survey highlights several very encouraging signals for CFA Montréal.
The NPS remains particularly strong and reflects a high level of engagement with the organization.
You also identified two key strengths: the visibility of the CFA designation and networking opportunities—although you would like to see these become more targeted and optimized.
The results, which largely reflect the perspective of mid-career and senior charterholders, also point to several important directions:
These results are being taken very seriously and are directly informing our thinking and the actions we will implement. They provide concrete levers to evolve and refine our value proposition: more technical and targeted content, diversified formats, and a stronger local value offering.
Taken together, this data enables us to draw essential conclusions that would not have been possible without your contribution. Thank you sincerely for sharing your perspective—it will meaningfully guide the next steps of our work.
As we work on evolving our programming, this is also an opportunity to highlight a few valuable and sometimes lesser-known resources:
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