CFA

Planning and Advice

Raise advisor standards

I recently talked with a small-business owner who stunned me with his impression of financial advisors.

By Dean DiSpalatro |July 31, 2013

2 min read

Industry

CFA Toronto elects board members

CFA Society Toronto has announced Josephine Marks, FSA, FCIA, CFA, has been named board president.

By Staff |June 27, 2013

1 min read

Industry

CFA Institute launches Claritas

The CFA Institute has launched the Claritas Investment Certificate. The new education program provides a thorough understanding of how the investment industry works and represents a new international education and ethics standard across the financial services sector.

By Staff |May 22, 2013

1 min read

Industry

More people taking CFA Level I exam

Last year, a record number of candidates sat for the CFA Level I exam, and 37% of those who took the exam passed, reports CFA Institute. So far in 2013, 3,726 Canadians wrote the exam, up from 3,648 in 2012. Read: CFA exam continues to be a challenge This dedication demonstrates a strong desire to […]

By Staff |January 22, 2013

1 min read

CFA calls for harmonized reporting

A new CFA Institute study on "Periodic Reporting for Retail Investment Funds in Asia Pacific" finds that harmonized standards for reporting fund performance is needed to enhance investor protection and rebuild trust in the retail funds market.

By Staff |January 18, 2013

2 min read

CFA eyes integrity with new Claritas program

The CFA Institute today announced the launch of the Claritas Investment Certificate. The new international education standard for the financial services industry will open for global registrations in May 2013.

By Staff |January 9, 2013

2 min read

CFA releases global sentiment survey

The CFA Institute today released the results of its annual Global Market Sentiment Survey, highlighting concerns ranging from the eurozone crisis to advisor ethics. The survey was sent to 115,796 members in 60 countries, with 6% participating.

3 min read

Looking after wealthy clients

Wealthy clients are focusing more on health and philanthropy, and are scaling back on luxury purchases, says wealth managers. Check out more coverage and tips from the 2011 Annual Wealth Management Conference in Toronto.

By Sheila Avari |August 28, 2012

27 min read

Canadian CFA exam participation rate up

More than 10,000 Canadians wrote the June CFA Institute exam, up from 9,514 last year. Further, Canadians represented the fourth largest group, following the U.S. (30,040), China (16,010) and India (10,975). And 43% of those who took the exams worldwide passed. Of 24,754 Level III candidates, 52% passed the third and final exam. CFA Institute […]

By Staff |August 7, 2012

1 min read