The following volunteer committees are responsible for monitoring areas of risk, finance, and governance for the Society and are comprised of both board and regular members:

Finance and Audit Committee

Monitors areas of risk and finance for the Society

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Governance and Nominations Committee

Oversees governance practices and board nominations

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CFA Society Toronto is a member society of CFA Institute and abides by its codes and standards.

Code of Ethics

Integrity & Client Interests

Place the integrity of the profession and the interests of clients above your own interests

Professional Conduct

Act with integrity, competence, and respect

Continuous Learning

Improve and maintain your professional competence

The Standards of Professional Conduct

Professionalism

Integrity of the Capital Markets

Duties to Clients

Duties to Employers

Investment Analysis & Recommendations

Conflicts of Interest

For full information on codes, standards, and guidelines please visit CFA Institute's website

Governance Documents
Members can access policies and bylaws by logging in and following this link: Review Governance Resources →