Company: CFA Institute

106 results found

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

Canada is the third largest test market globally for the CFA Exam

  • By: IE Staff
  • August 11, 2015 August 11, 2015
  • 09:30

The report outlines 10 principles for an ideal retirement system

CFA Institute planning local events during May