Company: CFA Institute

109 results found
lass of university students using laptops in lecture

The challenge is designed increase awareness of ethical dilemmas students may encounter as they enter the investment profession

Financial analysis of charts and graphs on tablet illustration

The winning team advances to the Americas regional competition

  • By: IE Staff
  • February 21, 2018 April 6, 2019
  • 12:58
Fiera makes changes to its management team

Frederick Chenel will help the organization’s efforts to expand its member services and raise Montreal’s profile as a financial centre

  • By: IE Staff
  • June 21, 2017 October 11, 2019
  • 09:30

The competition saw student teams evaluate the ethical dilemmas in a case study indicative of issues investment management practitioners face

  • By: Leah Golob
  • June 16, 2017 December 19, 2017
  • 10:49
IAP roundtable to discuss risk profiling and retail advice

The majority of HNW clients believe the “core value” of advice lies in developing a personalized, goals-driven financial plan, not in investment management

The wealthy can help empower women: UBS report

CFA Institute survey finds that almost half of respondents do not believe that gender diversity is a significant issue in investment management

Kam Dhaliwal, Adnan Khan, Brent Small, Daniel Zhang and Rudder Zhang from the University of Waterloo presented and defended a report on Canadian Tire

For Beth Hamilton-Keen, the CFA Institute's new global chairwoman, the value of good advice goes far beyond portfolio returns

The first class of the Financial Leaders Fellowship program will begin in October 2016 and consist of 20 to 22 successful leaders

Beth Hamilton-Keen was previously director and president of Calgary’s CFA Society and the Canadian representative for the CFA Institute’s Presidents’ Council