The competition saw student teams evaluate the ethical dilemmas in a case study indicative of issues investment management practitioners face
The majority of HNW clients believe the “core value” of advice lies in developing a personalized, goals-driven financial plan, not in investment management
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
The report outlines 10 principles for an ideal retirement system
CFA Institute planning local events during May