News and resources for Canada's top financial advisors
Est. 1998
Industry
CFA Society Toronto has announced Josephine Marks, FSA, FCIA, CFA, has been named board president.
By Staff |June 27, 2013
1 min read
The CFA Institute has launched the Claritas Investment Certificate. The new education program provides a thorough understanding of how the investment industry works and represents a new international education and ethics standard across the financial services sector.
By Staff |May 22, 2013
Last year, a record number of candidates sat for the CFA Level I exam, and 37% of those who took the exam passed, reports CFA Institute. So far in 2013, 3,726 Canadians wrote the exam, up from 3,648 in 2012. Read: CFA exam continues to be a challenge This dedication demonstrates a strong desire to […]
By Staff |January 22, 2013
A new CFA Institute study on "Periodic Reporting for Retail Investment Funds in Asia Pacific" finds that harmonized standards for reporting fund performance is needed to enhance investor protection and rebuild trust in the retail funds market.
By Staff |January 18, 2013
2 min read
CFA Society Toronto has announced a new partnership with 7city Learning, bringing live CFA program tuition and new programming to Toronto.
By Staff |January 9, 2013
The CFA Institute today announced the launch of the Claritas Investment Certificate. The new international education standard for the financial services industry will open for global registrations in May 2013.
The CFA Institute today released the results of its annual Global Market Sentiment Survey, highlighting concerns ranging from the eurozone crisis to advisor ethics. The survey was sent to 115,796 members in 60 countries, with 6% participating.
By Dean DiSpalatro |December 10, 2012
3 min read
Market Insights
Wealthy clients are focusing more on health and philanthropy, and are scaling back on luxury purchases, says wealth managers. Check out more coverage and tips from the 2011 Annual Wealth Management Conference in Toronto.
By Sheila Avari |August 28, 2012
27 min read
More than 10,000 Canadians wrote the June CFA Institute exam, up from 9,514 last year. Further, Canadians represented the fourth largest group, following the U.S. (30,040), China (16,010) and India (10,975). And 43% of those who took the exams worldwide passed. Of 24,754 Level III candidates, 52% passed the third and final exam. CFA Institute […]
By Staff |August 7, 2012
Have you earned your CFA designation?
By Staff |July 14, 2012
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