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Company: CFA Institute

116 results found
diverse group of advisors

A CFA Institute report details what makes a diversity strategy successful

rules and regulations

IIROC's guidance on CFR requirements should include more information on risk, dependants and ESG, submissions say

responsible investments fossil fuels oil and gas energy sector

Naming standards and minimum requirements are needed for disclosure to help advisors, the fund group said

female investor

New certificate focuses on incorporating ESG into investment analysis

42250157 - business investment opportunities on a global scale

The new standards will "weave together" ESG developments from around the world, says Brian Minns

closeup portrait, dumbfounded, flabbergasted man reading tablet

The proposal aims to help investors examine products' objectives

man using laptop

FP Canada and CFA Institute have announced changes

  • By: IE Staff
  • August 7, 2020 August 11, 2020
  • 11:24
female advisor with laptop

CFA Institute members were asked how they think the pandemic will affect capital markets

  • By: IE Staff
  • June 23, 2020 June 23, 2020
  • 13:23
Team project work Analyze reports plans, papers, documents, statistics calculations

CFA Institute survey details the factors that can help advisors build better relationships

  • By: IE Staff
  • May 6, 2020 May 6, 2020
  • 11:22
Rear view of a business woman math problems calculations black chalk board

The designation qualifies as an alternative to the CSC