Frequently Asked Questions

CFA Society Toronto currently provides four awards: The Undergraduate Award, the Fellowship Award, the CFA Society Toronto and Hillsdale Investment Research Award and the CFA Institute Research Challenge. For more information, please view our awards page.

CFA Institute is responsible for exam registration and fees. Please visit CFA Institute's website.

Review the CFA exam entrance requirements.

CFA Society Toronto does not currently facilitate study groups for CFA candidates.

Unfortunately we do not currently offer scholarships for the CFA Program. For scholarship programs please contact CFA Institute.

CFA Society Toronto does not issue the T2202 tax receipt for the CFA Exams as they are administered through CFA Institute. CFA Institute is based out of Charlottesville, USA and as US company they cannot issue the T2202. You can try to claim your exam registration fees and submit through your taxes to the CRA but there is no guarantee that they will accept it.

To learn more about the information CFA Society Toronto collects and how it is used, please visit the Personal Information page.

We check our registration list to ensure that you attended the event; subsequently we would send you a soft copy in .pdf format of the presentation and a link to the webcast.

We require a written cancellation notice (2) business days prior to the event date otherwise you will be charged an amount equivalent to your ticket price. You can contact the society to cancel if this falls in the time period.You may also have another person attend in your place by notifying us of the person who will attend in your place.

Most luncheon seminars qualify for CFA CE and/or SER credit hours.Some continuing education half-day/full-day courses qualify for IIROC credits.You must check the event flyer to see the type and number of credits at the bottom of the event flyer.

• CFA Society Toronto can issue a Form T2202 for each event or course hosted by CFA Society Toronto which you personally paid for that is valued at a minimum of $100 (before HST). Please contact  eventregistration@cfatoronto.ca with your CFA ID number to request your eligible form(s). NOTE: events/courses invoiced to your employer are NOT eligible for receipt.
• CFA Society Toronto does NOT issue tax receipts for CFA Exams or exam study materials. Please contact CFA Institute's Customer Care Front Office (info@cfainstitute.org) to inquire. 
• For all other claim options, please consult an accountant.

Receipts can be obtained directly from our website.If you are a memberlog in to our website then click on Member Centre>My Account>Order History you will see your recent events (options available for older events), click View Details and resend via email. Non-Members that have been given a User Name and Password should follow the same instructions as Members above. Those non-members who do not have access should contact eventregistration@cfatoronto.ca to set-up a User ID and Password.Non-members will then be able to register, pay and get receipts online for all future CFA Society Toronto events.

CFA Institute’s CE credits are voluntary although it is recommended to fulfill 20 CE credits, including 2 SER credits on a yearly basis.

CFA Institute members can self-document accrued credits in their records using the onlineCE tracking tool.

Yes, our events are usually open to non-members and are subject to a non-member registration fee.

CFA Society Toronto is dedicated to supporting the education and professional development of the financial community. As such, some events may be eligible for student pricing.“Students” are considered any one who is attending a post secondary school (or later) on a full or part time basis, and have a valid student ID at time of registration. Student pricing is usually equivalent to member’s pricing, but may vary for each eligible event.Please contact eventregistration@cfatoronto.ca to inquire about a specific event.

There are three different types of membership you can obtain with CFA Society Toronto, How to Join to see descriptions of each, so you can determine which type you should apply for.

You can add society membership online through your CFA Institute account. Visit your account and under the Membership section select the “Manage Member and Society Applications” link. This page allows you to create and submit a new society application. The society reviews your application within 30 days, and will notify you by email when they finish. At that time, you can return to your account to activate your new membership by paying member dues to the society. Please note that society dues are non-transferable and non-refundable.

If you’ve let your Associate membership lapse and still qualify for Associate membership, please contact us at membership@cfatoronto.ca to request the renewal form. Your membership will be reactivated within 5 business days.

To reactivate your membership you must make sure that your professional conduct statement and dues are paid up to date.To inquire about your membership status and pay any outstanding dues via CFA Institute please click here.

When you receive your confirmation from CFA Institute that you have been approved for membership by CFA Society Toronto you must go online and activate your membership by paying your dues and signing your professional conduct statement. All activated memberships are processed by CFA Society Toronto bi-weekly.You will receive a welcome email from CFA Society Toronto within two weeks from when you activate welcoming you to CFA Society Toronto and granting you access to the members only section.

Regular and Affiliate membership dues are processed through CFA Institute. For a receipt, please contact CFA Institute at cmservices@cfainstitute.org.

Access to the Career Centre is a member benefit, to find out about other benefits of membership, click here.

CFA Society Toronto’s Mentorship Program is no longer accepting applications for the 2016 year. Applications for the 2017 program will be available in August 2017. Please see the Mentorship page for further information.

Protégés must be members of CFA Society Toronto who have not previously participated in the program. They cannot be full-time undergraduate students. Protégés must have at least two (2) years of qualified work experience.

Mentors must be members of CFA Society Toronto. Mentors generally start at 8+ years’ experience; eligibility is determined on a case by case basis.

The issue may be caused by a setting inside of Google.  Follow the below instructions to change the setting.

• Click on the below link,

https://www.google.com/preferences

Scroll down to “Where results open” and if the box is checked beside “Open each selected result in a new browser window” uncheck it. (see below screenshot)

 

Send an email to media@cfatoronto.ca to make an inquiry for a specific story. CFA Society Toronto will make every effort to find you an industry expert.

Please send an email to eventregistration@cfatoronto.ca or 416.366.5755x226 to find out if there are media spaces available at this event.

To sign up for our bi-weekly press email update please send an email with your complete contact information to media@cfatoronto.ca. You will then be added to our media list and get bi-weekly updates.

CFA Society Toronto is a not-for-profit organization and relies heavily on support from committee volunteers to help bring together the content and speakers for professional development events. However, there are no volunteer or part-time positions currently available to help execute events.

Volunteers of our (10) programming and (5) non-programming committees make up the very backbone of the services we provide to our members and the investment community at large.Their commitment is usually a year long or longer, and from time-to-time a committee may send out a 'Call for Volunteers' to join their efforts. Please visit our Volunteer page under Membership to learn more about our volunteering opportunities.