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. The society provides member services including educational programs, sponsored events, employment postings, and networking opportunities.

The Toronto Society 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. CFA Institute, is a non-profit professional association of more than 130,000 investment practitioners and educators in 150 countries, 90% of whom are CFA charterholders. CFA Society Toronto with over 8,500 members is the second largest member society in the world.

CFA Society Toronto celebrates 75 years of commitment to high ethical standards and a dedication to volunteerism in the financial community.


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 142,000 members in 159 countries and territories, including 136,000 CFA charterholders, and 147 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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