CFA Quebec

What CFA Quebec does

CFA Quebec (Association CFA Quebec) is a nonprofit professional association headquartered in Quebec City at 110 boulevard René-Lévesque Ouest, operating as an autonomous regional society affiliated with CFA Institute. Founded in 1995 as the Association des Analystes financiers de Québec (AAFQ) under the Montreal analysts association, it became an autonomous association in 2001 and adopted the CFA Quebec name in 2004. The organization serves CFA charterholders, candidates, and financial professionals in eastern Quebec, with a membership of 400+ of which approximately 90% hold the CFA designation.

The core offering is a member services portfolio spanning continuing education sessions (for example, the 12th edition CFA Institute Standards of Professional Practice manual earning 6.25 PL/6.25 P SER credits), a structured mentorship program (Programme de mentorat), scholarship programs covering Access, Women's, Student, Professor, Regulator, and Indigenous scholarships that reduce CFA exam fees to $300–$400 USD, exam preparation partnerships with Université Laval (a CFA Institute partner since 2007), Kaplan Schweser, Wiley, and Morgan International, and recurring student competitions including the CFA Ethics Challenge and CFA Research Challenge. Investor-facing educational content is delivered through the 'L'investisseur avisé' (The Informed Investor) program comprising 13 investor information sheets and 18 professional information sheets distributed as PDF downloads. CFA Quebec does not develop proprietary technology products; its digital footprint is a standard website (cfaquebec.org), email communications, and a LinkedIn presence.

Revenue is generated through three streams: membership administration handled under the CFA Institute umbrella (subscription/recurring), event ticket sales priced at $55 + taxes for CFA/CPA members and $75 + taxes for non-members with table packages of 8 attendees at $560 + taxes (transaction fee), and employer job postings at $300 CAD + taxes for a 30-day listing distributed to members, candidates, and financial professionals (transaction fee). Go-to-market is community-led and event-driven, anchored by the annual Rendez-vous de la finance forum, networking events, cocktail receptions for new charterholders, the 'Skiez pour une bonne cause' ski networking event, and university outreach to Concordia, HEC Montréal, McGill, Université Laval, Université de Sherbrooke, UQAM, and UQAR. The association is governed by a volunteer Board of Directors (currently led by President Guillaume Denis, 2025-2026) with operational headcount of 1-10 employees.

Name

CFA Quebec

Legal name

CFA Quebec

Website

https://cfaquebec.org

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

CFA Quebec is a nonprofit regional society affiliated with CFA Institute that serves 400+ CFA charterholders and candidates in eastern Quebec through continuing education, mentorship, scholarship programs, student competitions, and professional networking events anchored by the annual Rendez-vous de la finance forum.

Ownership category

akta.pro rank

Product category

Investment Professional Credentialing

NAICS

Professional Organizations (813920), Professional Organizations (81392)

SIC

Services-Membership Organizations (8600), Services-Educational Services (8200)

akta.pro primary industry

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

Keywords

• Professional credentialing services
• Investment industry education
• Continuing professional development
• Financial ethics standards
• Member networking events

Headquarters

HQ city

Quebec

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership Administration: CFA Quebec administers local membership under the CFA Institute global umbrella, coordinating member services, renewals, and professional development for the Quebec region.
2. Employer Job Postings: The organization generates revenue by offering employer job posting services targeted at CFA Quebec's member network and broader financial professional community. Posting fees are $300 plus taxes for a 30-day duration.
3. Event Revenue: CFA Quebec generates revenue through event ticket sales including conferences, networking events, and professional development sessions. Pricing ranges from $55 for CFA/CPA members to $75 for non-members, with table packages for 8 attendees at $560.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

CFA Quebec is a nonprofit professional member society affiliated with CFA Institute that serves CFA charterholders, candidates, and finance professionals in Eastern Quebec. It delivers credentialing support, continuing professional education, mentoring, scholarship funding, ethics and standards training, networking events, and exam preparation resources to advance the investment profession in the region.

Product overview

CFA Quebec is a professional association for CFA charterholders in Quebec, not a technology company. It does not offer software products. Instead, it provides professional development services including educational resources (L'investisseur avisé information sheets), mentorship programs, exam preparation support through university partnerships, scholarship programs, and organizes professional networking events and student competitions. The organization serves as a regional chapter of CFA Institute, promoting ethics, education, and professional excellence in investment management.

Differentiator

Problem solved

Functional benefit

Products and services

• L'investisseur avisé (The Informed Investor)
• Mentoring Program
• CFA Ethics Challenge
• GIPS 2020 Standards Training
• CFA Program Scholarship Program
• CFA Exam Preparation Resources
• Professional Networking Events
• Job Posting Platform

Quantifiable outcome

• CFA Quebec won the 'Most Outstanding Society Award 2020' from CFA Institute, recognized for strategic leadership, governance, member value, professional development, market integrity, and professional advancement.
• +3 more outcomes

Named customers15 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

Twelve partnerships are on record, tiered core and minor.

• Finance MontréalcoreStrategic or Co-development Partner · 1 January 2010Finance Montréal, the Quebec financial cluster, was created in 2010 by financial industry stakeholders at the invitation of the Government of Quebec. It brings together governor members, partners, associates, and nearly 300 volunteer professionals. Its mission is to develop and promote Quebec's financial services industry. CFA Quebec collaborates with Finance Montréal on events, webinars, and initiatives such as the FinTeQC conference and Fintech forums.
• Université LavalcoreStrategic or Co-development Partner · 1 January 2007Université Laval has been a CFA Institute partner since 2007 for its undergraduate and graduate programs. The university offers courses covering CFA exam content: GSF-3103 (Finance Seminar) for Level I preparation, GSF-6001 (Financial Analysis) for Levels I and II, GSF-6031 (Financial Asset Valuation) for Level II, and GSF-6033 (Special Topics in Portfolio Management) for Level III. CFA Quebec leverages this partnership for exam preparation support and university relations.
• Desjardins Gestion internationale d'actifs (DGIA)coreStrategic or Co-development Partner · 1 January 1998Founded in 1998, Desjardins Gestion internationale d'actifs is one of Canada's largest institutional asset managers with internal expertise in equities, fixed income, and real assets (infrastructure and real estate) across a variety of investment vehicles. DGIA supports CFA Quebec's mission and efforts to advance and promote financial expertise, encouraging high-level knowledge sharing and ensuring the highest level of regional expertise.
• Placements MackenzieminorStrategic or Co-development Partner · 1 January 1967Founded in 1967, Mackenzie Investments works in partnership with advisors to help investors gain knowledge, become more educated, and become more invested. Through knowledge, advisor support, and proven investments, clients can feel greater peace of mind about their money. Mackenzie supports CFA Quebec as an annual partner.
• iA Groupe financier (Industrial Alliance)coreStrategic or Co-development Partner · 1 January 1892Founded in 1892 in Quebec City, iA Groupe financier is one of Canada's largest insurance and wealth management groups, with over $200 billion in assets under management and administration. The organization offers a full range of financial products and services to individuals and institutions. iA GM (iAGMA) manages approximately $100 billion in assets and employs over 100 investment professionals. It is a major supporter of CFA Quebec's events and initiatives, and posts career opportunities through the CFA Quebec job board.
• Banque Scotia (Scotiabank)minorStrategic or Co-development Partner · 1 January 1832Founded in 1832 in Halifax, Scotiabank is one of Canada's oldest financial institutions and a leading international bank with strong presence in Latin America and the Caribbean. It offers a full range of financial services and manages hundreds of billions in assets. The bank supports CFA Quebec as an annual partner.
• SchrodersminorStrategic or Co-development Partner · 1 January 1804Founded in 1804 in London, Schroders is a global independent asset management firm present in more than 30 countries, managing over $800 billion in assets for institutions, governments, corporations, and individuals. Recognized for depth of expertise in equities, fixed income, alternative investments, and sustainable solutions, Schroders supports CFA Quebec as an annual partner.
• Caisse de dépôt et placement du Québec (CDPQ)coreStrategic or Co-development PartnerCDPQ, established in 1965, manages over $325 billion in assets for its clients, investing worldwide in high-quality assets anchored in everyday economics. CDPQ supports CFA Quebec's mission and initiatives as an annual partner, contributing to the development and promotion of financial expertise in Quebec.
• MFS Gestion de PlacementsminorStrategic or Co-development PartnerWith nearly a century of experience in active investment management, MFS Gestion de Placements manages assets for clients worldwide, delivering results and expertise that reflect an unwavering commitment to finding the best and most sustainable investment opportunities.
• Banque nationale Marchés FinanciersminorStrategic or Co-development PartnerBanque nationale Marchés Financiers is a financial markets division of National Bank of Canada. It supports CFA Quebec as an annual partner in the Quebec financial community.
• CI Gestion mondiale d'actifsminorStrategic or Co-development PartnerCI Global Asset Management is one of Canada's largest investment management firms, with over 100 investment professionals each with deep expertise across many markets. It offers a full suite of alternative and traditional strategies across asset classes, geographies, sectors, and investment styles, available through mutual funds, ETFs, managed solutions, private mandates, segregated funds, and institutional mandates. It supports CFA Quebec as an annual partner.
• BenevaminorStrategic or Co-development PartnerFormed from the merger of La Capitale and SSQ Assurance, Beneva is the largest mutual insurance company in Canada with over 3.5 million members and clients, over 5,000 employees, and $25 billion in assets. Headquartered in Quebec City, Beneva supports CFA Quebec as an annual partner. CFA Quebec board member Alexina Bernier represents Beneva.

Scale indicators4 records

Recent moves9 records

Expansion highlights5 records

Direct peers

• CFA Institute: Parent organization and global credentialing body — administers the CFA Program, sets membership standards, and coordinates the 157 local societies worldwide. CFA Quebec operates as an autonomous member society within this global network.
• CFA Society Vancouver: Direct peer — Canadian CFA Society serving British Columbia's finance community with similar member services, networking events, and student competitions.
• CFA Society Toronto: Direct peer — Canadian CFA Society serving the Greater Toronto Area with analogous membership, events, job board, and university outreach. Comparable structure and offerings to CFA Quebec, but at much larger scale.
• CFA Society Calgary: Direct peer — Canadian CFA Society serving Alberta's finance professionals with the same membership, event, and educational programming model as CFA Quebec.
• CAIA Association: Direct peer — issuer of the Chartered Alternative Investment Analyst designation, a competing finance credential. Comparable association model (society network, member events, continuing education) and overlapping target audience of investment professionals.
• CFA Montréal (CFA Society of Montreal): Direct peer — sister CFA Society serving finance professionals in Greater Montreal, with the same CFA Institute affiliation, member services, event programming, and scholarship offerings as CFA Quebec.
• Ordre des CPA du Québec: Direct peer — Quebec's chartered professional accountant order, providing professional certification, continuing education, and member services for accounting professionals. Comparable professional membership association model with overlapping finance professional audience.

Emerging players

• CSI (Canadian Securities Institute): Canadian provider of financial services education and credentials (CSC, CIM, etc.) — adjacent professional certification competitor with overlapping audience in Quebec's investment industry.
• Finance Montréal: Strategic partner and Quebec financial cluster organization — promotes Quebec's financial services industry through events like FinTeQC. Comparable mission of advancing Quebec's finance ecosystem but with a broader industry-promotion mandate rather than CFA-specific credentialing.
• FP Canada (Financial Planning Standards Council): Canadian standards-setting body for financial planning (CFP, QAFP designations) — comparable professional association structure with member society model and continuing education requirements, serving a partially overlapping Quebec finance professional audience.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/cfa-qu-bec
• Facebookfacebook.com/cfaquebec

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 CFA Quebec