Canadian Association Of Urban Financial Professionals

Name

Canadian Association Of Urban Financial Professionals

Legal name

Canadian Association of Urban Financial Professionals

Website

https://caufp.ca

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Professional Organizations (813920), Professional and Management Development Training (61143)

SIC

Services-Educational Services (8200)

akta.pro industry

PRIMARYEDAAANAD

Finance, Accounting & Risk (CFA/CPA/FRM) Certifications

Education/Adult & Continuing Education/Professional Certification Programs

Keywords

• Professional association services
• Career mentorship programs
• Financial literacy education
• Corporate sponsorship programs
• Diversity inclusion initiatives

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. Membership Fees: CAUFP generates revenue through annual membership fees from professionals, students, and corporate sponsors. Membership is effective for 1 year from payment processing date. There are different membership tiers including Professional with Sponsoring Firm (discounted rates for employees of sponsor companies), University/College Student, High School Student, and Professional Member options.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels10 records

Core offering

CAUFP is a member-based nonprofit professional association that provides Black professionals, students, and newcomers in Canada with career development resources, including mentorship circles, scholarships, professional development workshops, financial literacy education, corporate networking events, youth summits, and board-readiness training. Its offering also extends to corporate partners through tiered sponsorship programs that provide access to a curated pipeline of Black talent.

Product overview

The Canadian Association of Urban Financial Professionals (CAUFP) is a member-based resource organization offering a comprehensive portfolio of programs that connect the Black community to corporations through economic empowerment initiatives. The organization's offerings span professional development (membership, workshops, mentorship, talent development), youth engagement (high school and youth summits), financial literacy education, leadership development (EmpowerHer Rise, Board Ready Directory), and scholarship programs (Paget Warner, Dentons-CAUFP, Black Business). CAUFP also provides corporate director training through partnerships with ICD-Rotman and career services via BlackTies integration. The organization hosts monthly Speaker Series events and maintains a job board for members.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Membership (Professional and Student tiers) Annual membership providing Black professionals and students in Canada with access to CAUFP programs, events, networking, and career development resources.
• Corporate Sponsorship Program (Diamond, Platinum, Gold, Silver, Bronze tiers) Tiered sponsorship packages for Canadian corporations, particularly financial institutions, providing access to a curated Black talent pipeline, event visibility, and D&I partnership opportunities.
• Youth Summit An annual event that exposes Black youth to careers in finance and corporate sectors through interactive programming and sponsorship-supported sessions.
• High School Summit A high-school focused event introducing students to career pathways, financial literacy, and post-secondary options.
• Mentorship Circles Mentorship programming pairing Black professionals and students with experienced corporate mentors for career guidance.
• Financial Literacy Workshops Educational workshops designed to build financial literacy knowledge among members and youth participants.
• Speaker Series Events featuring business leaders and subject matter experts addressing professional development topics for members.
• Board Ready Directory A directory of qualified Black professionals prepared for corporate board roles, supporting board diversity and connect

Quantifiable outcome

• Over 100 students from across Canada attend the Annual Youth Summit each year
• +3 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

20 partnerships are on record, tiered flagship, minor and core.

• BlackTiesflagshipStrategic or Co-development Partner · 24 September 2024BlackTies partnership provides over 350 CAUFP members with private community space, unlimited access to talent platform, 2 FREE group coaching sessions, discounted 1-on-1 career coaching, and discounted BlackTies Academy courses. Also includes 1 FREE resume review for Youth Summit participants.
• IGM FinancialminorStrategic or Co-development Partner · 1 February 2024CAUFP partnered with IGM Financial to promote their fourth annual campus networking event for Black History Month at their Toronto office, featuring a fireside chat with Alexander Sinora of The Black Wealth Club.
• Institute of Corporate Directors (ICD)flagshipStrategic or Co-development Partner · 1 January 2024CAUFP partners with ICD to provide 10 members training in the ICD-Rotman GEP Programme. CAUFP pays 70% of the total course price for members. The program equips Black professionals with board governance skills, fiduciary responsibilities, and networking opportunities with directors.
• IMCO (Investment Management Corporation of Ontario)flagshipStrategic or Co-development Partner · 1 January 2021IMCO joined as a Gold Partner of CAUFP to offer employees access to professional development programs, mentorship, and networking opportunities, plus access to the CAUFP talent portal for exposure to Black talent.
• RBC (Royal Bank of Canada)coreStrategic or Co-development Partner · 1 January 2019RBC partnered with CAUFP to provide programs tailored for Black professionals, augmenting development courses available at RBC. The partnership enables unique learning experiences to help employees achieve their full potential.
• TD BankcoreStrategic or Co-development PartnerTD Bank is a presenting sponsor of CAUFP's CSPRK 2025 Youth Summit and has hired Youth Summit attendees for internships. TD is committed to diversity and inclusion in their workforce.
• BMO (Bank of Montreal)coreStrategic or Co-development PartnerBMO is a Gold Partner of CAUFP, participating in speaker series events with senior BMO leaders. BMO panel discussions have featured executives including Deland Kamanga and Claudette McGowan.
• ScotiabankcoreStrategic or Co-development PartnerScotiabank is a Platinum Partner of CAUFP and serves as Silver sponsor for youth programs.
• CIBCcoreStrategic or Co-development PartnerCIBC is a Gold Partner of CAUFP and Bronze sponsor for CSPRK 2025 Youth Summit.
• EY (Ernst & Young)coreStrategic or Co-development PartnerEY partnered with CAUFP for professional development events on data analytics and sponsors CSPRK 2025 as Bronze sponsor. Speakers from EY have included Pranav Kapoor and Bhavitha Gollanapalli.
• KPMGcoreStrategic or Co-development PartnerKPMG is a Bronze sponsor of CSPRK 2025 and has hired Youth Summit attendees for internships.
• Matrix360coreImplementation/ SI/ Consulting PartnerMatrix360 is an Education Partner of CAUFP, collaborating to deliver the ELEVATE Mentorship program and Leading For Excellence Series with personal journeys of inspiring leaders.
• Dentons CanadacoreStrategic or Co-development PartnerDentons Canada is a Silver Partner of CAUFP and co-sponsors the Dentons-CAUFP Scholarship worth $5,000 CAD per year, renewable for up to three years for first-year law students.
• FaskenminorStrategic or Co-development PartnerFasken is a Silver Partner of CAUFP.
• CPA OntariominorStrategic or Co-development PartnerCPA Ontario is a Silver Partner of CAUFP and Bronze sponsor of CSPRK 2025.
• Meridian Credit UnionminorStrategic or Co-development PartnerMeridian Credit Union is a Bronze Partner of CAUFP and sponsors the Meridian Credit Union Financial Confidence Scholarship.
• MLSE (Maple Leaf Sports & Entertainment)coreStrategic or Co-development PartnerMLSE is a Gold Partner of CAUFP.
• ReNu Counselling & PsychotherapyminorStrategic or Co-development PartnerCAUFP partnered with ReNu to provide culturally-informed counselling and psychotherapy services to CAUFP members, addressing anxiety, depression, cultural issues, immigrant mental health, refugee mental health, and couples therapy.
• ACCES EmploymentminorChannel Partner/ Reseller/ DistributorCAUFP partners with ACCES Employment to help newcomers integrate into the Canadian workforce through professional development programs and mentorship.
• Black Professionals in Technology NetworkminorStrategic or Co-development PartnerCAUFP joined the Black Professionals in Technology Network for the Black History Meets Tech event in 2019, with over 400 Black professionals networking with technology leaders.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Canadian Council of Aboriginal Business (CCAB): Canadian nonprofit advancing Indigenous business professionals and entrepreneurs through partnerships, mentorship, and corporate engagement. Closely comparable to CAUFP in structure (Canadian member-based nonprofit), corporate sponsorship model, and underrepresented community focus.
• Women's Executive Network (WXN): Canadian member organization advancing women in executive and professional roles through awards, networking, and corporate partnerships. Directly comparable to CAUFP in operating model (Canadian nonprofit membership organization, corporate sponsors, awards programs, and leadership development focus), though with a different underrepresented community.
• National Black MBA Association: Member-based organization supporting Black professionals pursuing MBAs and business careers. Closely aligned with CAUFP's professional development, mentorship, and corporate partner model, though operating at larger US scale.
• Prospanica (formerly NSHMBA): Professional association for Hispanic business professionals offering career development, mentorship, and corporate partnerships. Mirrors CAUFP's structure as a community-based professional association with corporate sponsors, though with a different underrepresented community focus.
• Ascend Canada: Canadian chapter of Ascend, a Pan-Asian professional organization promoting business leadership. Closely comparable to CAUFP as a Canadian nonprofit serving an underrepresented community in business and financial services, with similar mentorship and corporate engagement programs.
• National Association of Securities Professionals (NASP): US-based member organization advancing Black professionals in the securities and financial services industry. Directly comparable to CAUFP in mission (career development for Black finance professionals), programming (mentorship, professional development), and corporate sponsorship model.
• Sponsors for Educational Opportunity (SEO): Organization providing career development and internship pathways for underrepresented students and professionals into finance and other industries. Comparable to CAUFP in target demographics (underrepresented talent pipelines into finance) and corporate sponsorship model.
• Toigo Foundation: Foundation advancing diverse leadership in finance through MBA scholarships, mentorship, and career programming. Directly comparable to CAUFP's Talent Development Program, scholarship offerings, and financial services employer partnerships.

Others

• BlackNorth Initiative: Canadian business-led initiative focused on ending anti-Black systemic barriers in corporate Canada. Adjacent to CAUFP in mission alignment (Black professional advancement) but functions as an industry pledge initiative rather than a member-based service organization.

Regional players

• 100 Black Men of Canada: Canadian nonprofit focused on mentoring, education, and economic development for Black communities. Comparable to CAUFP in mission and Canadian focus, but with broader community scope beyond financial services professionals.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/caufp
• Facebookfacebook.com/caufp
• LinkedInlinkedin.com/company/caufp

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Canadian Association Of Urban Financial Professionals