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Okanagan CFA Society

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 Welcome to the CFA Okanagan Society

The CFA Okanagan Society promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions. Reach us at: cfaokanagan@shaw.ca

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 Canadian Advocacy Council for Canadian CFA Institute Societies

 http://www.cfaadvocacy.ca

The Canadian Advocacy Council for Canadian CFA Institute Societies (“CAC”) is the Pan Canadian body representing the interests of Canadian CFA Institute societies with regards to advocating CFA Institute’s Code of Ethics and Standards of Practice to Canada’s securities regulators, standard setters, self-regulatory organizations, industry groups and legislators.

 

 What Every Investor Should Know

How to choose your financial advisor, avoid common mistakes, define investment objectives, and more

Click on this link for the following articles:

http://cfainstitute.org/aboutus/investors/articles/index.html

  • Why Select a CFA Charterholder?
  • Defining Your Investment Objectives
  • Managing the Relationship Between You and Your Advisor
  • Choosing a Financial Advisor
  • From Coalition for Investor Education: Cutting Through the Confusion
  • Hedge Funds 101: What Investors Need To Know
  • 12 Common Mistakes Investors Make
  • How to Read Financial Statements Like an Investment Professional
  • Why the CFA Designation Matters to You
 
 

 Upcoming Events

Title
Location
Start Time
2nd Annual CFA Okanagan Bull/Bear Golf TournamentUse SHIFT+ENTER to open the menu (new window).
Harvest Golf Club9/25/2008 1:00 PM
Man Investments - Man ECOUse SHIFT+ENTER to open the menu (new window).
Vancouver - Hosted by CFA Vancouver10/30/2008 12:00 PM
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 Who is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 Contact Us

1632 Dickson Avenue, Suite 500
Kelowna, BC  Canada  BC V1Y 7T2
(T) 250.317.0813
(F) 413.825.8252
E-mail Us
Lawrence Berrigan, CFA, President
Email Lawrence
Kevin Tom, CFA, Vice President
Email Kevin