CFA Societies Canada Inc.
Registration:
3
of
6
(2023-12-29
to
2024-04-01)
Policies or Program
- - Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians.
- - Consumer Issues & Industry - To advocate for the highest professional standards, integrity, and ethics in the investment industry for the ultimate benefit of Canadians (inclusive of the broader financial services industry).
- - Economic Development - Matters relating to the financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada.
- - Education - Discussion on the retirement security of Canadians through retirement planning, public and registered savings and pension plans, annuities, and other savings and investment incentives or programs, including related research.
- - Employment and Training, & Small Business - To pursue mission-driven activities and outcomes that are aligned with our strategic objectives of advocacy, collaboration, and communication.
- - Environment, Climate & International Trade - Discuss government programs related to sustainable finance and other climate and sustainability-focused matters.
- - Financial Institutions - Discuss matters relating to corporate governance, board composition, and disclosure, particularly with respect to diversity.
- - Labour & Immigration - Pursue further recognition of CFA Program/charter and other similar educational or credentialing programs.
- -Justice and Law Enforcement & Constitutional Issues: Jurisdictional issues related to the financial services market.
- -Pensions - Advancing financial market integrity, transparency and protection for investors and financial consumers.
Regulation
- - Privacy and Access to Information - Discussion of privacy regulation as it relates to regulation of securities, investment management and financial services.
- - Taxation and Finance & Financial Institutions - Financial, securities, and other related regulation affecting capital markets, the financial system, investors and financial consumers, including but not limited to: financial reporting; systemic risk; education and credentialing; and other associated regulations.