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Insights & Updates

The Analyst

Explore the Analyst
Get the latest thought leadership and news from CFA Society Toronto.
Our quarterly publication is now available on our new interactive platform.
Strong Leader. Strong Brand.

How to Build a Personal Brand

A personal brand is the unique combination of skills, experiences and behaviours that shape how others perceive and remember you. We all have a brand.

Governance

Governance Demystified

Board of directors, roles, structure and shareholders

This article summarizes the third edition (2018) of CFA Institute’s publication, The Corporate Governance of Listed Companies.

Investment Industry

The Great Wealth Transfer

Aging populations and investing now and beyond

Many people are experiencing a sudden influx of money, property or other assets. Where is this wealth coming from and what are its impacts?

Charterholder Profile

Michael Sprung, CFA

Alignment, independence andunderstanding progress on your own terms

Careers in investment management are often described as journeys shaped by a series of decisions made under the constraints of the time.

Book Review

You Have More Influence Than You Think

Have you ever left a meeting feeling like you spoke into a void? Or sat in silence and walked away assuming you were the most forgettable person in the room?

Diverse Dividends

Maximizing her Leadership Potential

How Katy Boshart embraced challenges all the way to the top, as Manulife Bank of Canada CEO

For Katy Boshart, the path to CEO of Manulife Bank of Canada wasn’t a straightforward one.

Leadership Messages

Board chair Message

In today’s finance and investment industry, leadership is less about your title and more about influence and how you show up.

From the Desk of the CEO

From the desk of the CEO

One of the most meaningful ways CFA charterholders can demonstrate leadership is by mentoring the next generation.

Editor's Message

From the editor in chief

Spring is traditionally a time of renewal and beginning, making it fortuitous that I am writing my first letter to you as chief executive editor of The Analyst.

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. 

 

CFA Institute December 2020 Exam Update

Due to COVID19 pandemic restriction in Toronto, CFA Institute has determined that it cannot administer the December 2020 exams. We know how deeply disappointing this news is and we are sorry that your study and exam plans must be placed on hold again. That is why we have placed a deferral option in your account so that you may decide how to proceed and are also offering you a refund option.

Here are your options.
• Transfer your exam to a computer-based administration in 2021. To transfer to a 2021 exam, log in to your account to select a new exam date. This single deferral option will remain in your account through the end of the registration deadline for all 2021 exams.
    o Level I Exams are scheduled for February, May, August and November
    o Level II exams are scheduled for May and August
    o Level III exams are scheduled for May and November
• As a twice deferred candidate, you are eligible for a refund. If you choose not to re-schedule your exam, refund requests will be accepted between 7 December - 21 December. The refund amount will be all the fees you originally paid for your June 2020 exam.  If you choose the refund option, you don't need to take any action now. We will message you with details on how to initiate your refund request before that date."

Please note: All available December test centers are at full capacity. There is NO option to change your test center for the December exam. In consideration of logistical and safety requirements, we cannot make accommodations of any kind.

[Change your Exam Date Now]

If you have questions regarding the exams please contact CFA Institute 1-800-247-8132 or email info@cfainstitute.org.

On Demand
Resources

Explore Our Digital 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.