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Insights & Updates

The Analyst

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

COVID-19

Bringing the World to a Grinding Halt

The COVID-19 pandemic is a crisis like no other. Given its complex, global, and uncertain nature, one would think that the pandemic would invite a unified response across the globe ...

Education

Python and Its Tightening Grip in Finance

The term “Python” has been coming up more and more in professional discussions lately, leaving many to wonder what all the hype is about. In response ...

Investment Industry

Financial Literacy

Important at the best of times, vital in the worst

The plethora of financial options available today can appear daunting. Not knowing where to start, and faced with unfamiliar and specialized jargon, some people end up ...

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. 

 

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.