Events
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2026 Annual General Meeting
Courtyard by Marriott Downtown 380 René-Lévesque Blvd. West, H2Z 0A6You are cordially invited to join us for the general membership meeting, which will take place on October 29, 2026. Please note that this invitation does not replace the notice […]
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Members' Cocktail
Courtyard by Marriott Downtown 380 René-Lévesque Blvd. West, H2Z 0A6The event is FULL. Please email us at activity@cfamontreal.org to be added to the waitlist in case of a cancellation. - - You are cordially invited to join us at […]
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Leadership, Strategies and Future Perspectives of Women in Investment
The Ritz-Carlton Montreal 1228 Sherbrooke Street WestIn an investment environment marked by profound changes, geopolitical uncertainty, technological shifts, and economic instability, how do institutional investment leaders make their decisions and position their portfolios […]
Get tickets Gratuit – 135.00$ -
Smart and Profitable Business Networking
WebinarThe event is FULL. Please email us at activity@cfamontreal.orgpour to be added to the waitlist in case of a cancellation. - - NEW! Automatic PL credit registration for CFA Montréal members who hold the […]
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New CFA Charterholders Graduation Cocktail
HoneyRose Hotel 355 de Maisonneuve Blvd. WestTo mark an important milestone in the careers of our newest CFA charter holders, a graduation party is being organized in their honor. [...]
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Horizon 2030 in Private Markets : Opportunities and Challenges
WebinarNEW! Automatic recording of PL credits for CFA Montréal members who hold the CFA designation. As private markets continue to evolve, what opportunities will they offer investors by 2030 and […]
Get tickets Gratuit – 55.00$ -
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2027 Outlook
Le Centre Sheraton Montréal 1201 boulevard René-Lévesque OuestDuring this event, three experts will share their views on the issues surrounding the global economic situation. They will also give their respective forecasts for the coming year [...].
Get tickets Gratuit – 1,350.00$ -
Prepping for the CFA Exams
WebinarPreparing for the three CFA Program exams to earn this prestigious designation means tackling a series of demanding—yet deeply rewarding—challenges. And to help you succeed in this […]
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AI Agents for Investment Professionals: A Hands-On Workshop
Station Fintech Montréal 4 Place Ville-Marie - 1st floorThis hands-on workshop will show you how to use an artificial intelligence agent to automate routine tasks and optimize your workflows in the investment field. At […]
Get tickets 45.00$ – 60.00$ -
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Discovery Day: Careers in Finance
Holiday Inn Centre-ville O. 1390 boul. René-Lévesque OuestPropel your career into the future! Privileged access to finance and investment professionals Why is this CFA Montréal event so popular with students?
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Conversation with family offices
MontrealMARK YOUR CALENDARS! Join us for this must-attend annual event—a unique opportunity to network and hear the perspectives of family office representatives.
Gratuit – 255.00$ -
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New CFA Charterholders Graduation Cocktail
HoneyRose Hotel 355 de Maisonneuve Blvd. WestTo mark an important milestone in the careers of our newest CFA charter holders, a graduation party is being organized in their honor.
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Global Program Passport
CFA Montreal is a member of the CFA Global Association Program Passport, which enables members of participating associations to attend each other's events at the local member price. When traveling, contact the local association using the company directory to find out more about eligible events and other networking opportunities.
Professional learning credits
Customize your professional training by choosing activities that are relevant to the challenges you face in the industry and adaptable to your role.
When you renew your membership with CFA Institute, attest to your participation in the Professional Learning program.
Attending CFA Montréal’s events, webinars and workshops contributes to your development and gives you some PL Credits.