Event Policies

Registration Process and Policies for Events

• Advance registration and payment is required by the deadline indicated on the event registration page 
• A $10 fee will be charged for all registrations at the door in addition to the posted registration fee 
• CFA Society Toronto only accepts MasterCard, VISA, AMEX and cheques
• Members must login with their CFA Institute account to receive member discount pricing.  Completing registration as a guest will not reflect member pricing. If you do not have a CFA Institute account, please click here to create one
• Non-members registering online for the first time must create a CFA Institute account to activate their online user name and password
• Upon completion of registration, a registration confirmation and a receipt of payment will be sent via e-mail
• Registration availability at the door is not guaranteed. To reserve a space, please register in advance. For Media registration and additional information, contact eventregistration@cfatoronto.ca.  Restrictions may apply
• Dress Code: Unless otherwise specified, business casual is required – no jeans, runners, shorts, or logo golf shirts are allowed
• By registering for and attending our events or courses, registrants grant permission to CFA Society Toronto (and its designees and agents) to utilize the registrants’ image, likeness, actions and statements in any live or recorded audio, video, or photographic display or other transmission, exhibition, publication or reproduction made of, or at, the event (or activities carried on in connection therewith) in any medium or context and to disclose the registrants’ name and occupation to persons attending or involved with the events or courses without further authorization or compensation
• Event or course information is subject to change at any time
• By registering for a CFA Society Toronto event or course, registrants agree to be bound by CFA Society Toronto’s Privacy Policy.

Cancellations, Refunds & Substitutions for Events

Advance cancellation notice is required for all events. Refunds are provided to individuals who are registered for non-host events with (2) business days prior written notice of cancellation. If another individual is being sent in the place of the registrant, advance notice is preferred to facilitate registration at the event. Notice can be given by e-mail to eventregistration@cfatoronto.ca

It is at the sole discretion of CFA Society Toronto to reassign seats from “no-shows”.  “No-show” registrants are defined as a single ticket registrant that does not check-in during the first hour of the event or by the start of the first presentation, whichever occurs first. 

Note: No-shows do not apply to guests of table purchasers as we cannot reassign those seats.

Registration, Cancellations or Substitutions for Conferences & Courses

Registration Fee Includes:  A copy of conference/course material will be provided.  

Cancellation Policy:  CFA Society Toronto reserves the right to cancel a conference/course that does not meet the minimum enrollment. In the event a course is cancelled, all registrants will be contacted and 100% of the tuition fees will be refunded.  

Withdrawals/Refunds:  Advanced written cancellation notice is required.  Requests may be e-mailed to eventregistration@cfatoronto.ca.  The refunded amount will be based on when notice is received.

• 10 business days prior to the conference/course – 100% refund will be issued
• 5 business days prior to the conference/course – An administrative fee of 75% of the ticket price will be incurred for cancellations or transfers
• No refunds or transfers will be allowed less than 5 business days prior to the conference/course
• It is at the sole discretion of CFA Society Toronto to reassign seats from “no-shows”.  “No show” registrants are defined as single ticket registrant that does not check-in during the first hour of the event or by the start of the first presentation, whichever occurs first.
  • Note: No-shows do not apply to guests of table purchasers as we cannot reassign those seats.

Virtual Event Refund Policy

1. Advanced written cancellation notice is required for all events. Requests must be e-mailed to eventregistration@cfatoronto.ca
2. The refunded amount will be based on when notice is received, and changes will become effective on the date of written confirmation.
3. If you are unable to attend the event, we welcome substitute delegates attending in your place at no additional cost.
4. For security reasons, all requests for substitutions must be received via email (eventregistration@cfatoronto.ca) at least 2 business days before the event with the name, job title and contact email for both the registered and replacement delegate(s).
5. If an event or series is cancelled by the Society, a full refund will be provided and pro-rated where applicable.
6. No refunds will be provided:
6.1. To registrants who would like to receive the event recording and/or event related materials post event (where applicable), regardless of attendance status on day of the event.
• Note: Registrants who cancel their attendance and request a refund will not be eligible to receive any recordings and/or event related materials.
6.2. If Registrant is unable to attend part or all of the session on the day of and a recording is unavailable due to circumstances outside CFA Society Toronto’s control. Included but not limited to, webinars that cannot be recorded and/or distributed due to compliance matters.
6.3. For special/promotional discounted tickets.
6.4. Due to participant-related technical difficulties. It is the responsibility of the attendee to confirm system requirements and proper computer/device functionality prior to the start of the event.
6.5. For event recording purchases.
6.6. Due to incomplete registrations. It is the responsibility of the registrant to ensure they follow ALL event registration procedures as directed.
6.7. Due to missed Society event-related communications. It is the responsibility of the registrant to ensure they receive Society communications (i.e. check spam filters, do not unsubscribe, etc.)
6.8. Some exceptions may apply.

Single Session Virtual Events
• Cancellation of individual webinars with a registration fee of $10 or less:
o 100% refund if cancelled by 1 day prior*
• Cancellation of individual webinars with a registration fee of $10 or more:
o 100% refund if cancelled by 10 days or more prior*
o 0% refund if cancelled less than 5 days prior*

Virtual Event Series
• A virtual event series consists of a thematic online event (e.g. Conference or bootcamp) delivered via multiple sessions on more than one day and/or timeframes. Different registration options may apply.
• For cancellation of an event series, refunds will be provided based on time of cancellation. Refund details are outlined on respective event registration pages.

CE Credits

CFA Institute states: To maintain and improve professional competence, an important part of our Code of Ethics and Standards of Professional Conduct, we recommend members complete a minimum of 20 Continuing Education (CE) credits, including 2 Standards, Ethics, and Regulations (SER) credits, each calendar year. View eligibility criteria

One (1) hour of qualifying educational activity = One (1) CE and/or SER credit hour

Members can attest to completing the recommended credit minimums for the prior calendar year during the online renewal process occurring each spring.

Disclaimer

Opinions expressed at CFA Society Toronto events by speakers/presenters do not necessarily represent those of CFA Society Toronto and do not constitute a solicitation for the purchase or sale of any financial instruments. CFA Society Toronto therefore disclaims any liability arising from the use of information obtained through its events.

*Unless otherwise stated on the event page

Posted 2025 June