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Founded in 1936, CFA Society Toronto (formerly Toronto Society of Financial Analysts Inc.) is a not-for-profit organization supporting the professional development and advancement of CFA® charterholders.

CFA Society Toronto is Canada’s largest Society of CFA Charterholders and is dedicated to supporting the professional and business development of over 9,500 members. We provide our membership with a local perspective on a global designation through our member services, which include: educational programs, sponsored events, employment postings, quarterly newsletters and networking opportunities. Our membership is comprised of portfolio managers, investment analysts, corporate finance executives, academics, and other investment professionals who practice in a variety of fields, including investment counseling and management, banking, insurance, investment banking and brokerage firms, government agencies, regulators, and the financial media.

CFA Society Toronto is affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry.

Yearbook

Download 75th Anniversary Yearbook

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CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community.

CFA Institute has over 148,000 members in 163 countries and territories, including 142,000 CFA charterholders, and 148 member societies.



Canadian Advocacy Council

The Canadian Advocacy Council for Canadian CFA Institute Societies ("CAC") is the Pan Canadian body representing the interests of Canadian CFA Institute societies with regards to advocating CFA Institute's Code of Ethics and Standards of Practice to Canada's securities regulators, standard setters, self-regulatory organizations, industry groups and legislators.

Code of Ethics and Standards of Professional Conduct

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