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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 association of Chartered Financial Analysts and is one of the three largest CFA Societies in over 150 global financial markets. With over 10,000 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 fees and preparatory courses for all three levels
  • CFA program preparation courses & mock exams through Kaplan Schweser 
  • Employment transition assistance with potential program supporting organizations
  • Access to CFA Society Toronto's support network

Information Session

Join us on 26 January 2021 at 5:30 PM EST to learn more about this program and hear from CFA charterholding past and current CAF members. 

Register now

Scholarship Eligibility Requirements

Open to all active or retired CAF personnel who meet eligibility requirements and are seeking opportunities to transition into the financial industry in the next 24 months. Eligibility requirements include:

  • Must be a permanent resident of Canada or Canadian citizen
  • Must meet the CFA program entrance requirements
  • Military service record in good standing
  • Must commit to completing the CFA Program (including approximately 300 hours of study followed by a comprehensive exam per level)
  • Valid international travel passport holder
  • Letter of recommendation from most recent supervisor (where obtainable)
  • Must, at the request of CFA Society Toronto, sign a scholarship agreement in form and substance satisfactory to CFA Society Toronto 

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

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 for the Veterans' Scholarship Program by 10 February 2021 and begin your transition into the finance industry. 

Start your transition today

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