Our society is an association of local investment professionals in the Thompson-Okanagan. Consisting of portfolio managers, investment advisors, educators and other financial professionals, we promote:
- ethical and professional standards within the investment industry,
- encourage professional development through the CFA Program and continuing education,
- facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
- work to further the public's understanding of the CFA designation and investment industry.
As one of CFA Institute member societies, our society connects members to a global network of investment professionals.
Announcement:
We are happy to announce the arrival of the Private Wealth Forum. It can be accessed (and joined!) at www.cfaforums.net. We want the forum to be a place where serious investment professionals in private wealth can collaborate with each other and with CFA Institute in building a vibrant wealth management community.