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CFA Society Toronto is a not-for-profit organization dedicated to building a stronger future of finance by providing our members with the resources to meet the rigorous professional and career development demands of today's finance environment. CFA Society Toronto is Canada’s largest charterholder society and in the top two member societies in over 162 global financial markets. With approximately 11,000 active Society members, we garner international recognition as a global thought leader and provide a powerful voice on issues of concern to our members and the greater investment community.

Supporting Canadian Veterans transition into the field of finance

We recognize the sacrifice and dedication to service made by the men and women of the Canadian Armed Forces (CAF).  With our common values in dedication, integrity and pride in our profession, CFA Society Toronto is pleased to provide a scholarship program aimed to support the transition of CAF personnel into a civilian career in the field of finance by awarding: 

  • Exam, registration and preparatory course fees for all three levels
  • CFA program preparation courses and mock exams through Kaplan Schweser 
  • Access to benefits from supporting organizations
  • Access to CFA Society Toronto's support network

Scholarship Eligibility Requirements

The Scholarship Program is open to all active or retired Canadian military personnel who meet all** of the following eligibility requirements:  

The Candidate must:
• have completed and passed CAF basic training;
• be seeking assistance to enhance their opportunities within the financial industry by transitioning to the CFA designation, within the next 24 months;
• be a permanent resident of Canada or Canadian citizen;
• meet the CFA Program registration requirements;
• possess a valid international travel passport;
• have a service record in good standing;
• provide a letter of recommendation from most recent supervisor (where obtainable);
• commit to completing the CFA Program (including approximately 300 hours of study followed by a comprehensive exam per Level); 
• be willing and able to write the first applicable exam Level within the first 12 months of receiving the award;
• at the request of CFA Society Toronto, sign a Scholarship Agreement in form and substance satisfactory to CFA Society Toronto; and
• sign agreement accepting Terms and Conditions of the Scholarship Program upon award acceptance and renewal of each level of acceptance of the award;
• **regular force personnel must be in the process of releasing in the next 24 months.

CFA Program Entrance Requirements

To register for the CFA exam, you must meet one of the following entrance requirements:


Bachelor’s Degree
Completion of a bachelor’s degree or equivalent program. Most CFA Program applicants have the education to enrol in graduate studies in the country where they earned their degree.

Final-Year Student
Students in the final year of a bachelor’s degree or equivalent program. You may register for the Level I Exam, but must complete the degree program prior to registering for Level II.

Professional Experience
Have a combination of four years of full-time work experience and/or higher education. Your full-time work does not need to be investment-related but part-time work does NOT qualify for this track.

Additional Information

CFA Toronto Scholarship Rules

Join us at our next Information Session on 4 October 2022

Register now
Please note, award and exam dates are subject to change to meet the local requirements of the of the COVID-19 pandemic response.

CFA Society Toronto Veterans' Scholarship Rules

The CFA Difference

There are many respected credentials in the investment management industry. Esteemed and valued across the globe, the CFA designation is known for demonstrating superior competency in advanced portfolio management, financial expertise, and technical skills, underpinned by ethical conduct and the highest standards of practice. 

Learn more about the CFA designation

CFA Society Toronto Membership

CFA Society Toronto is focused on advancing the investment industry through continuing education opportunities, connecting CFA charterholders and candidates with the greater investment community and building bridges between regulators and Canadian financial institutions. 

Learn more about the CFA Society Toronto membership

Ready for a new challenge?

Submit your application today
Submission Deadline:30 November 2022

If you have any questions regarding this program please contact us at veterans@cfatoronto.ca

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