The CFA Montréal advantage

Experience the synergy of an outstanding association, the 10th largest of 160 CFA societies worldwide. CFA Montréal is a major player in Montreal’s booming financial ecosystem and is well-known by the largest employers in the financial and investment sectors.

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Ethics & standards

Membership categories

Depending on your situation, several membership categories are available. Choose the one that's right for you and join CFA Montreal and CFA Institute!

Investment professionals who have earned the CFA charter.

Benefits
Preferred pricing for programming and networking activities
Free access to webinars
Priority registration for selected events
Access to job postings
Access to all volunteer opportunities (including Board and Strategic Committees)
Access to the Mentorship Program
Invitation to the CFA Charterholder Graduation Cocktail
Centralized PL credit management
Voting rights
Requirements
Passed all three levels of the CFA Program
At least 4,000 hours of relevant work experience over 36+ months
Professional references
Annual Dues
CFA Institute: 299.00 USD
CFA Montreal: 124.85 USD
Other Requirements
Agree to abide and sign the Member's Agreement and the Professional Conduct Statement.

Seasoned investment professionals.

Benefits
Preferred pricing for programming and networking activities
Free access to webinars
Priority registration for selected events
Access to job postings
Access to all volunteer opportunities
Voting rights
Requirements
Bachelor’s degree or equivalent education/work experience
Receive a passing score for either the Level I CFA Program exam, Level II CIPM® exam, RBA Netherlands exam, the self-administered Standards of Practice exam or an ASIP holder.
At least 4,000 hours of relevant work experience over 36+ months
Professional references
Annual Dues
CFA Institute: 299.00 USD
CFA Montreal: 124.85 USD
Other Requirements
Agree to abide and sign the Member's Agreement and the Professional Conduct Statement.

CFA® Program candidates and early-career professionals.

Benefits
Preferred pricing for programming and networking activities
Free access to webinars
Priority registration for selected events
Access to job postings
Access to all volunteer opportunities
Requirements
Current or past participant in a CFA Institute educational program
Complete ethics education requirement or qualify for an exemption. (Candidates enrolled or previously enrolled in the CFA Program or CIPM Program are exempt).
Annual Dues
CFA Institute: 149.00 USD
CFA Montreal: 124.85 USD
Other Requirements
Agree to abide and sign the Member's Agreement and the Professional Conduct Statement.

Investment professionals who have earned the CFA charter.

Benefits
Preferred pricing for programming and networking activities
Free access to webinars
Priority registration for selected events
Access to job postings
Access to all volunteer opportunities (including Board and Strategic Committees)
Access to the Mentorship Program
Invitation to the CFA Charterholder Graduation Cocktail
Centralized PL credit management
Voting rights
Requirements
Passed all three levels of the CFA Program
At least 4,000 hours of relevant work experience over 36+ months
Professional references
Annual Dues
CFA Institute: 299.00 USD
CFA Montreal: 124.85 USD
Other Requirements
Agree to abide and sign the Member's Agreement and the Professional Conduct Statement.

Seasoned investment professionals.

Benefits
Preferred pricing for programming and networking activities
Free access to webinars
Priority registration for selected events
Access to job postings
Access to all volunteer opportunities
Voting rights
Requirements
Bachelor’s degree or equivalent education/work experience
Receive a passing score for either the Level I CFA Program exam, Level II CIPM® exam, RBA Netherlands exam, the self-administered Standards of Practice exam or an ASIP holder.
At least 4,000 hours of relevant work experience over 36+ months
Professional references
Annual Dues
CFA Institute: 299.00 USD
CFA Montreal: 124.85 USD
Other Requirements
Agree to abide and sign the Member's Agreement and the Professional Conduct Statement.

CFA® Program candidates and early-career professionals.

Benefits
Preferred pricing for programming and networking activities
Free access to webinars
Priority registration for selected events
Access to job postings
Access to all volunteer opportunities
Requirements
Current or past participant in a CFA Institute educational program
Complete ethics education requirement or qualify for an exemption. (Candidates enrolled or previously enrolled in the CFA Program or CIPM Program are exempt).
Annual Dues
CFA Institute: 149.00 USD
CFA Montreal: 124.85 USD
Other Requirements
Agree to abide and sign the Member's Agreement and the Professional Conduct Statement.

Many good reasons to become a member

Gain access to job opportunities.
Connect with innovation, trends and promising practices.
Participate in events, prestigious conferences, training and activities that help your career development.
Benefit from support and services adapted to professionals and CFA candidates.
Develop your business network within a proactive, strong, committed community.
Take advantage of exclusive preferential rates on products and services.

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