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Prepping for the CFA Exams

Getting ready for any one of the three CFA exams involves a lot of studying, a lot of practice, and a lot of dedication. Only those who have gone through the process truly understand how gruelling, and rewarding, it can be.

If you are currently prepping for one of these exams, do any of these questions cross your mind?

  • Am I taking the right approach to studying?
  • Am I spending as much time as I should on the exercises?
  • What should I do on the day of the exam to put the odds in my favour?
  • Should I be referring to a wider variety of learning resources?
  • How can I manage and alleviate my stress?
  • How can I strike a balance between this and the other areas in my life?

If any of this sound familiar and you are looking for ideas on how to increase your chances of passing, you might benefit from the advice of people who have been in your shoes and lived to tell the tale! Plus, hearing from other professionals who have successfully completed Level III may very well give you that motivational boost that makes all the difference.

At this event, our panelists will share their experiences with you: their obstacles, their winning formulas, their tips, the pitfalls to avoid, and so on. Whether it's a question of practical or mental preparation, maintaining your balance in the years to come or the resources at your disposal, they'll advise you on the various facets of this challenge to help you optimize your efforts. This year, we'll also be covering the three Level III specialties.

The link to the webinar will be sent to you the day before the event.

Discussions will be held both in French and English.

Panelists

Ange Houeto, CFA

Senior Advisor
Desjardins

Sarah Humes, CFA

Analyst, Investment Management
Altium Wealth Architecture

Karine Tabet, CFA

Associate, Client Experience - Institutional Markets
Fiera Capital

Martin Taillon

Treasury and Short-Term Financing Analyst (Student Position)
Ministère des finances du Québec

Moderator

Karl W. Gagné, CFA

Corporate Business Development Manager, Eastern Canada
Jarislowsky Fraser Global Investment Management

Date

January 30, 2026

Time

12:00 - 1:15 p.m.

Location

Webinar

Registration deadline

January 28, 2026

Tickets

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Credits

Credit type: None
No. of credits: 0

Agenda

Panel | 12 h 00
Question period | 12:45 p.m.
End | 1:15 p.m.

For more information

activity@cfamontreal.org
514 990-4720

Cancellation policy

No cancellations after noon on January 28, 2026