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Knowledge Network Directory

Subject Matter Expert 

Subject Matter Expert

How to Join

  • Complete and submit the application form.
  • Submit all required signed participation documents.
  • Requests will be submitted through email.  SMEs must provide a response to submissions within two (2) business days. 
  • SME's may withdraw from the program at any time with 2 weeks' notice and after addressing any pending inquiries.

Eligibility

  • Must be a CFA Society member in good standing 
  • Minimum of five (5) years of industry experience
  • Willing to connect with 1-2 participants per month via preferred method (in person, online, etc.)
  • Must agree to the Knowledge Network's Expectations and Guidelines  
We are currently not accepting new Subject Matter Experts.  For more information, email mentorship@cfatoronto.ca.

Additional Information

Please Note

All information submitted by applicants will be shared internally with staff and the Mentorship Committee solely for program purposes.

Subject Matter Areas of Expertise

Asset Manager - Institutional

Asset Manager - Private

Alternative Investments (ETFs/REITs/Commodities)

Bank/Investment Bank

Buy Side

Corporate Finance
 
Diversity & Inclusion
Equity

ESG/Sustainable Investing

Emerging Markets

Fixed Income

Infrastructure/P3

Investor Trust/Ethics

Pension Fund
Portfolio Management

Private Wealth Management

Private Equity/Venture Capital

Risk Management

Sell Side

Soft Skills Guidance

Technological Evolution/FinTech/AI

Other: Foreign Exchange/Derivatives, Government Policy, IG Corporate Credit, Insurance, Litigation Finance, Program/Project Management, Regulatory, Securitization Finance, Telecom Engineering, Women and Finance, etc.