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Insights & Updates

The Analyst

Get the latest thought leadership and news from CFA Society Toronto.
Our quarterly publication is now available on our new interactive platform.
Sustainability

Best Practices in Sustainable Investing

Sustainable investing has gained momentum in the investment industry as ESG (environmental, social and governance) companies mostly outperformed their broader index counterparts during ...

Education

Top 10 Takeaways from The ESG Bootcamp

In June, CFA Society Toronto held a three-session ESG (Environmental, Social, and Governance) bootcamp for portfolio managers, analysts, and other industry ...

Investment Industry

Information Overload

Privacy protection in the investment industry

Privacy protection is an important area of regulatory compliance. It is not new knowledge that government agencies are responsible for privacy protection in ...

Investment Industry

The Canadian Investment Scene

Living up to our international reputation

Periods of residence in Europe and Asia have made me aware of the often-wide gap between how we Canadians perceive our own country and investment scene, and how we are ...

Events

Beyond Bay Street Into FinTech

This spring, CFA Society Toronto moved its events to an online format as part of its response to the COVID-19 pandemic. On May 13, 2020 ...

Charterholder Profile

Dana Boyko, CFA, CAIA

A lifelong learner

As an esteemed educator and leader in capital markets, Dana Boyko, CFA, provides insight on her pursuit of success, and discusses how the educational landscape has evolved over the years.

SOCIETY UPDATES

CFA Society Toronto is constantly engaged with the greater investment community and taking part in many activities to promote the long-term sustainable growth of our profession. Stay up-to-date and find out what we've been up to through our Society Updates. 

 

Annual CFA Charter Recognition

CFA Society Toronto Congratulates New CFA Charterholders

Toronto, 19 January 2016 – CFA Society Toronto was pleased to host the Annual CFA Charter Recognition.  This year Anish Chopra, CFA, Chair of CFA Society Toronto welcomed 240 of Toronto’s newest CFA charterholder members along with John Bowman, CFA, Managing Director, Americas, CFA Institute. John Bowman, CFA announced CFA Society Toronto is the largest society of charterholders in the world.  There are societies with more members, but Toronto has the largest number of charterholders of any society.

There were 708 investment professionals in the Greater Toronto Area that successfully earned their CFA designation in 2015.  Of those new charterholders, 639 became members of CFA Society Toronto.

To earn the CFA charter, candidates must sequentially pass three six-hour exams and accumulate 48 months of approved work experience. On average, candidates study for over 300 hours per level of the exam with 53% of global candidates successfully completing the Level III exam in June 2015. CFA Institute has administered well over one million exams since the inauguration of the CFA program in 1963.

Media Contact: 
Jonathan Mai
CFA Society Toronto
Phone: (416) 366.5755 X 235

About CFA Society Toronto
CFA Society Toronto supports the professional and business development of more than 8,500 CFA charterholders in Toronto, making it the second-largest CFA Society in the world. It provides members with a local perspective on a global designation, including educational programs, sponsored events, job postings, quarterly newsletters, a comprehensive affinity program and networking opportunities. A not-for-profit organization, 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 Society Toronto’s members are leaders in ethics in the financial community. For more information, please refer to www.cfatoronto.ca.

About CFA Institute
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. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has over 133,000 members in 151 countries and territories, including 125,000 CFA charterholders, and 145 member societies. For more information, visit www.cfainstitute.org.

On Demand
Resources

Discover our webcasts and podcasts on the important topics in the world of financial analysis.

MEDIA CONTACTS

The Media Contact Directory is a comprehensive guide of our members that gives you direct access to investment industry experts within the Greater Toronto Area and beyond.

The directory consists of members who have had their CFA charter for more than five years and have areas of expertise that they are willing to share by accepting phone calls or taking part in media interviews. We have also added a new section for members who have had their charters for three to five years. There are over 25 investment-related areas showcased in the directory.