CFA Society Okanagan's mission is to lead the local investment management profession by promoting the highest level of ethics, education, and professional excellence for the benefit of our community. 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.