Finance in action

With CFA Montréal, discover finance in action

A leader in the investment profession, CFA Montréal is made up of more than 3,500 professionals and 1,500 candidates who have chosen the unique expertise offered by the CFA® program and contribute to the growth of Montreal's financial sector and economy.

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Career Program Commitment Discovery Activities Projects Career Program Commitment Discovery Activities Projects
CFA Montréal engages the community and raises $211,900 for JA Québec's educational programs

CFA Montréal engages the community and raises $211,900 for JA Québec's educational programs

To mark Financial Literacy Month, CFA Montréal presented JA Québec with a check of the amount of $211,900 at the InvestPact Symposium. This organization offers educational programs to promote a culture of investing through business and finance initiation programs.

Read the Press release
CFA Montréal is now on Instagram!

CFA Montréal is now on Instagram!

Follow us on Instagram to stay informed about our news and events, discover our activities from a different perspective and strengthen your connections with finance professionals.

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Announcement of the composition of 2024-2025 Board of Directors

Announcement of the composition of 2024-2025 Board of Directors

The association is pleased to welcome two new directors to the Board, whose election was confirmed during the Annual General Meeting on October 24, 2024.

See Board members
LAUNCH OF FINANCE IN ACTION PODCAST

LAUNCH OF FINANCE IN ACTION PODCAST

Created by investors, for investors, the FINANCE IN ACTION podcast by CFA Montréal offers a renewed and enlightening perspective on the impact of finance and investment in the world.

Listen to the episodes
Renewal Campaign for Membership 2025

Renewal Campaign for Membership 2025

Now is the time to renew your membership with the CFA Institute and CFA Montréal to maintain your access to exclusive benefits for members.

Renew now
FIVE MEMBERS SHOWCASE THE CFA DESIGNATION IN THE MEDIA BY SHARING THEIR JOURNEY WITH STUDENTS

FIVE MEMBERS SHOWCASE THE CFA DESIGNATION IN THE MEDIA BY SHARING THEIR JOURNEY WITH STUDENTS

The CFA designation is the key to a multitude of careers in finance! CFA Montréal collaborated with the Financial Post and Urbania to portray the inspiring profiles of several members in order to demystify the investment management profession and raise awareness of the CFA program among students.

Read the article by the Financial Post

Read the article by Urbania

Upcoming events

AI and FINTECH: Integrating Non-Financial Information into Investment Analysis

Knowledge
Non-financial information, such as the impacts of climate change, plays an increasingly critical role in the assessment of companies and projects. However, their collection and analysis present significant challenges, and this is where AI and FINTECH are redefining the landscape. During this webinar, our experts will share their insights on the following topics: Regulatory developments; AI and real estate portfolios; Complexity of scientific data; Use by asset managers. Join us for this inspiring session and explore how the alliance between AI, FINTECH, and non-financial data could impact your investment approach. The conversation will take place in French, participants will be able to ask their questions in English or French.The login link will be sent to you the day before.A recording will be made available for 30 days to all registered participants after the event.

2025 Outlook

Investment Management
Three experts will share their thoughts on the challenges of the current world economic situation and present their forecasts for the coming year. After their individual presentations, the speakers will take part in a panel discussion in which they will exchange viewpoints and respond to questions from the audience. This is an unmissable opportunity to examine the global economy through a local lens. The discussion will be held in French.

Prepping for the CFA Exams

CFA Designation and Program
Free
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 these 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. Our speakers will share their own experiences with you. They will relate some of the obstacles they encountered and how they overcame them, flag some of the pitfalls you’ll want to avoid, and let you in on some of the secrets of their success. You’ll leave with some helpful pointers on how to prepare both mentally and logistically, how to stay focused and balanced in the years to come, and where to find the resources you’ll need. You will be sent the webinar link the day before the event. Discussions will be held in both French and English.

Seeking CFA expertise