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Financial Research and Learning Lab

The CFA Institute

What is the CFA Institute?

The CFA Institute is a global leader in learning and standards for the investment industry.  Its mission is served by generating value for investment management professionals and engaging with the investment industry to advance ethics, market integrity, and professional standards of practice, which collectively contributes value to society.

The CFA Institute represents the industry gold-standard for effective and ethical investment management practices

What programs does the CFA Institute offer?

CFA, Investment Foundations, CIPM, and Chartered Financial Analyst are registered trademarks owned by CFA Institute.

University Affiliation Program

Academic institutions that embed a significant portion of the CFA® Program Candidate Body of Knowledge (CBOK)—including the Code of Ethics and Standards of Professional Conduct—into their curriculum may be eligible to participate in the University Affiliation Program.

The Telfer School of Management , as an Affiliated University, signals to their students and to employers that their curriculum is closely tied to the practice of investment management and is helpful to students preparing for the CFA® Program exams.

CFA, Investment Foundations, CIPM, and Chartered Financial Analyst are registered trademarks owned by CFA Institute.

CFA Scholarships

One of the benefits of Telfer's participation in the University Affiliation Program, is the opportunity to offer scholarships.  For students currently attending uOttawa, and interested in earning the CFA® Charter, a set number of scholarships are available throughout the academic year.  If you are interested in applying for this scholarship, read our Scholarships page.

CFA, Investment Foundations, CIPM, and Chartered Financial Analyst are registered trademarks owned by CFA Institute.

Competitions

Every year, uOttawa students can participate two (2) competitions:

Click on the links for more details.

CFA Societies Ethics Challenge

For the CFA Societies Ethics Challenge, teams consisting of students from finance or business programs (usually from the CFA Institute’s University Affiliation Program) are given an ethics case to analyze and evaluate. Each team then presents its analysis and recommendations, to a panel of judges, selected by the host CFA Society. Following a question-and-answer period after each team’s presentation, the judges then select a winner.

Follow this link for more information: CFA Societies Ethics Challenge (cfatoronto.ca)

Registration deadline: October 31, 2023

A faculty adviser from uOttawa chooses and organizes a team (3-5 members) for the local level. One team per university campus is permitted to compete. Students must attend at least 80% of their classes at the particular campus to represent that campus. Students can have full or part-time status.

CFA Institute Research Challenge

The CFA Institute Research Challenge is an annual global equity research competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students gain real-world experience as they assume the role of a research analyst and are tested on their ability to value a stock, write an initiation-of-coverage report, and present their recommendations.

Follow this link for more information: CFA Institute Research Challenge (cfatoronto.ca)

Registration deadline: October 16, 2023

A faculty advisor from uOttawa will choose and organize a team (3-5 members) for the local level. A maximum of 2 teams per university campus is permitted to compete. Students must attend at least 80% of their classes at the particular campus to represent that campus. For the Research Challenge, students must be enrolled as a full or part-time student by the registration deadline date.