The following volunteer committees are responsible for monitoring areas of risk, finance, and governance for the Society and are comprised of both board and regular members:

CFA Society Toronto is a member society of CFA Institute and abides by its codes and standards.

Code of Ethics

  • Place the integrity of the profession and the interests of clients above your own interests
  • Act with integrity, competence, and respect
  • Improve and maintain your professional competence

The Standards of Professional Conduct

  • Professionalism
  • Integrity of the capital markets
  • Duties to clients
  • Duties to employers
  • Investment analysis and recommendations
  • Conflicts of interest

Annual Report

Digital version of the 2021 Annual Report is now available

Forecast Dinner Event


Investment policy


Current CFA Society Toronto bylaws - Amended and Restated 17 November 2021