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Insights & Updates

The Analyst

Explore the Analyst
Get the latest thought leadership and news from CFA Society Toronto.
Our quarterly publication is now available on our new interactive platform.
Trust & Ethics

Let’s get ethical

Reflecting on a decade of the CFA Societies Canada Ethics Challenge

Many people within the investment community are familiar with CFA Institute’s mission to promote the highest standards in ethics, education, and professional excellence worldwide...

Charterholder Profile

The Higgins Family’s shared journey to CFA success

How family discussions inspired a shared pursuit of the CFA charter and thriving careers in finance

When people talk about family traits, they usually talk about dimples or hair colour. For the Higgins family, however, a defining familial trait...

Events

Learning to lead

Lessons from the Annual Future Leadership Forum

The Annual Future Leaders Forum, hosted by CFA Society Toronto’s Professional Development Committee, is a popular event among professionals looking to develop their leadership skills.

Investing

Search funds & acquisition entrepreneurship

A unique path to entrepreneurship & business leadership

A typical path to the pinnacle of business is to climb the corporate ladder to an executive position or create a startup company...

Canadian Advocacy Council

Canadian Advocacy Council Quarterly Update

Advancing investor protection, industry professionalism, and market integrity across Canada, the CAC works to focus attention on pressing advocacy files dominating the

SOCIETY UPDATES

CFA Society Toronto is constantly engaged with the greater investment community and taking part in many activities to promote the long-term sustainable growth of our profession. Stay up-to-date and find out what we've been up to through our Society Updates. 

 

CFA Institute December 2020 Exam Update

Due to COVID19 pandemic restriction in Toronto, CFA Institute has determined that it cannot administer the December 2020 exams. We know how deeply disappointing this news is and we are sorry that your study and exam plans must be placed on hold again. That is why we have placed a deferral option in your account so that you may decide how to proceed and are also offering you a refund option.

Here are your options.
• Transfer your exam to a computer-based administration in 2021. To transfer to a 2021 exam, log in to your account to select a new exam date. This single deferral option will remain in your account through the end of the registration deadline for all 2021 exams.
    o Level I Exams are scheduled for February, May, August and November
    o Level II exams are scheduled for May and August
    o Level III exams are scheduled for May and November
• As a twice deferred candidate, you are eligible for a refund. If you choose not to re-schedule your exam, refund requests will be accepted between 7 December - 21 December. The refund amount will be all the fees you originally paid for your June 2020 exam.  If you choose the refund option, you don't need to take any action now. We will message you with details on how to initiate your refund request before that date."

Please note: All available December test centers are at full capacity. There is NO option to change your test center for the December exam. In consideration of logistical and safety requirements, we cannot make accommodations of any kind.

[Change your Exam Date Now]

If you have questions regarding the exams please contact CFA Institute 1-800-247-8132 or email info@cfainstitute.org.

On Demand
Resources

Explore Our Digital Resources
Discover our webcasts and podcasts on the important topics in the world of financial analysis.

MEDIA CONTACTS

The Media Contact Directory is a comprehensive guide of our members that gives you direct access to investment industry experts within the Greater Toronto Area and beyond.

The directory consists of members who have had their CFA charter for more than five years and have areas of expertise that they are willing to share by accepting phone calls or taking part in media interviews. We have also added a new section for members who have had their charters for three to five years. There are over 25 investment-related areas showcased in the directory.