Frequently Asked Questions - CFA Society Toronto

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General

How can I get involved with the new initiatives?

We offer various volunteer opportunities tailored to your interests and availability. From micro-volunteering to strategic advisory roles, there’s a place for you to contribute.
Where can I find updates on the strategic plan's progress?

Regular updates will be shared through bi-monthly video messages from our CEO, newsletters, and our social media channels.
How will the new strategic plan benefit me as a member?

The plan focuses on enhancing your member experience through personalized engagement, improved offerings, and increased opportunities for professional growth and networking.
I have a question, who do I contact?

Please reach out to info@cfatoronto.ca to have your question directed to the appropriate person.
During business hours you can also call 416-366-5755.
Who do I contact for a media request?

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.
How do I find out about upcoming CFA Society Toronto Events that press can attend?

Sign up for our Upcoming Event e-newsletter to learn about upcoming events and inquire about media accreditation by contacting media@cfatoronto.ca.
I want to attend a CFA Society Toronto event as press, how do I register?

Please send an email to eventregistration@cfatoronto.ca or 416.366.5755 to find out if there are media spaces available at this event.
I am a member of the Society and/or a professional in the industry and am interested in joining a committee or to contribute on a short-term project basis.

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.
Are there any volunteer or part-time paid opportunities to work on your events?

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.

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Membership

Am I eligible if I am a CFA Program candidate?

Yes. CFA Program candidates are a core audience for Associate Membership. The membership is specifically being positioned as an earlier on-ramp to the Society for Candidates and emerging professionals.
Do I need to be an Associate Member of CFA Institute to join CFA Society Toronto as an Associate Member?

No. CFA Society Toronto and CFA Institute each have their own Associate Membership class. Eligible individuals may join one, the other, or both.
What does Associate Membership cost?

The current price for CFA Society Toronto Associate Membership is USD $85.
How does renewal work?

Associate Membership is intended to renew on a rolling basis, which means your renewal date is one year from the date you join.

All other Membership types renew annually on July 1st.
What benefits do Associate Members receive?

Benefits are designed around the needs of Candidates and emerging professionals and include Candidate-focused programming such as mentoring, AMA-style events, Candidate Connect programming, and planned bursary support, along with broader access to the Society community.
Are all Associate benefits available immediately?

Some benefits will launch and expand over time as the program matures. The overall goal is to build a growing and increasingly valuable Associate Member experience, with benefits that support Candidates academically, professionally, and financially.
How do I know what type of membership I qualify for?

There are three different types of membership you can obtain with CFA Society Toronto, visit How to Join to see descriptions of each, so you can determine which is the right one for you.
I am already a member of CFA Institute. How can I add a Society membership?

You can add Charterholder or Professional 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 Charterholder or Professional application. The Society reviews your Charterholder or Professional 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.

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CFA Program

How do I register for the CFA exam?

CFA Institute is responsible for exam registration and fees. Please visit CFA Institute’s website.
How do I qualify for the CFA Exam?

Access those details here.
Can I claim the CFA Exams on my income tax?

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.

Events

How do I find out about upcoming CFA Society Toronto Events that press can attend?

Sign up for our Upcoming Event e-newsletter to learn about upcoming events and inquire about media accreditation by contacting media@cfatoronto.ca.
I want to attend a CFA Society Toronto event as press, how do I register?

Please send an email to eventregistration@cfatoronto.ca or 416.366.5755 to find out if there are media spaces available at this event.
I am a member of the Society and/or a professional in the industry and am interested in joining a committee or to contribute on a short-term project basis.

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.
Are there any volunteer or part-time paid opportunities to work on your events?

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.

Volunteer

I am a member of the Society and/or a professional in the industry and am interested in joining a committee or to contribute on a short-term project basis.

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.
Are there any volunteer or part-time paid opportunities to work on your events?

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.
How do I get started in Volunteering with CFA Society Toronto?

Visit the Volunteer page under the Membership section of our website. From there, click the GetConnected link to explore available opportunities and find roles that align with your interests and goals.
Do I need to be a member to volunteer?

Yes. Volunteering is exclusively available to active CFA Society Toronto members in good standing.
How do I apply to become a volunteer?

Through the Volunteer page, click the GetConnected link to register and sign in. Once logged in, you’ll be able to browse open positions, review role requirements, and submit your application directly through the platform.
What is the time commitment for volunteering?

Time commitments vary depending on the role. Options range from one-time support and short-term project involvement to ongoing committee positions with regular responsibilities. You’re encouraged to apply to roles that best fit your schedule, experience, and interests.
Are committee meetings held in-person or virtually?

We offer a hybrid environment; however, most volunteer roles are primarily in-person.
Will I need to submit an application or résumé for a Volunteer position?

Yes, both. The GetConnected platform will guide you through the application process, including any specific skills or training required for the role you’re interested in.
Where should I volunteer?
There are many rewarding areas to get involved, including:
- NextGen Program — Support and engage the next generation of finance professionals
- Education & Events — Help deliver impactful learning experiences for our members
- Strategic Content Creation — Contribute your voice and expertise to our communications and thought leadership
- Finance & Governance — Play a key role in the operational and strategic direction of the Society
Each of these areas offers a unique opportunity to deepen your professional connections and contribute meaningfully to our members and the broader finance and investment community.

For further information, please contact volunteer@cfatoronto.ca

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Mentorship

How do I sign up to participate in the program?

CFA Society Toronto’s Mentorship Program applications open in September annually. Please see the Mentorship page for further information.
Who can be a Protégé?

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.
Who can be a Mentor?

Mentors must be members of CFA Society Toronto. Mentors generally start at 8+ years’ experience; eligibility is determined on a case-by-case basis.
Is the Mentorship Program a good way to job search?

The Mentorship Program is not designed to be used as a job search opportunity by Protégés or a recruiting platform by Mentors. Mentors are encouraged to provide career guidance, recommend courses and workshops, and facilitate professional introductions where appropriate to assist their Protégé’s career development.
I met an experienced CFA charterholder at a recent Society event. Can I request for them to be my Mentor?

Mentors and Protégés will be matched by the CFA Society Toronto Mentorship Committee through a formal matching process based on the applications received. Special considerations will be given to factors such as work experience and career objectives. However, a specific Mentor cannot be requested by a Protégé or vice versa.
As a Protégé, am I guaranteed to have a Mentor who will only be mentoring me?

The goal of the CFA Society Toronto Mentorship Committee is to facilitate one-to-one mentoring relationships. There may be unique cases where a Mentor is matched with more than one Protégé. In all cases, the confidentiality between each pairing will be maintained and the quality of the mentoring provided will be at the highest level possible.
Do all Mentor-Protégé meetings have to be in-person, or are telephone / virtual meetings allowed?

While face-to-face meetings are strongly encouraged, the Mentorship Committee understands that Mentor and Protégé schedules may not allow every meeting to occur in person.
Does the Mentorship Program offer networking opportunities?

There are 2 – 3 social / networking events hosted for program participants during the year that are designed to bring everyone together to connect and share best practices.

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Still have questions?