Despite improvements in risk management, many CFA Montreal members expect a new crisis to emerge by 2021
More than 35,000 candidates around the globe sat for the Level III exam
The challenge is designed increase awareness of ethical dilemmas students may encounter as they enter the investment profession
The winning team advances to the Americas regional competition
Frederick Chenel will help the organization’s efforts to expand its member services and raise Montreal’s profile as a financial centre
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