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University Relations
University Outreach Application

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Connect Your Club to Bay Street

Request a CFA Charterholder for your class or student event.

Want to hear directly from a working finance professional? CFA Society Toronto's University Relations program connects student clubs, faculty, and career centres with experienced CFA charterholderswho can speak to your class, club, or event. Our team will be in touch if your application has been approved. 

Questions? Contact universityrelations@cfatoronto.ca.

 

SECTION A: APPLICANT & SCHOOL INFORMATION

I am..


School or company
e.g. Schulich School of Business
The host of the event; e.g., a specific class, student club, or career centre.
Is your institution or department already in contact with a CFA Society Toronto committee member?

SECTION B: EVENT INFORMATION

If this date is flexible, please list the preferred date.
If applicable, include building name and room number.
Event Format

Expected Attendance



Audience



Parking garage, visitor spots, building access, and who the speaker should ask for on arrival. Attach a parking map if available.

SECTION C: SPEAKER REQUEST DETAILS

Type of Speaker / Role Requested





Speaker Preferences



e.g. 30 min talk + 15 min Q&A
Be specific — this is the single most important field for matching the right speaker. e.g., portfolio management, equity research, fixed income, risk, ESG, private markets, quant, career paths into finance, breaking into the industry.
e.g., “Help students understand career options in investment management,” or “Practitioner perspective on our portfolio theory module.”
When in the agenda they speak, who else is on the program, A/V available, whether slides are wanted, format of Q&A, etc.
The date you need a representative confirmed by.
Can A Representative Attend This Event Remotely?
Accessibility needs, dietary considerations for in-person events, media/recording, dress code, security/check-in, etc.

SECTION D: CONSENT & SUBMISSION
Please indicate your referral's first and last name, if applicable.
Communication Consent