SurveyMonkey Powered Online Survey

Question Title

* 1. Gender

Male

Female

Question Title

* 2. In what age bracket are you?

18-25 years old

26-35 years old

36-45 years old

46-55 years old

Over 56 years old

Question Title

* 3. What is your highest completed level of education?

Bachelor's degree

Master's degree

PhD

Other, please specify

Question Title

* 4. Which professional designations do you hold?

CFA

CIPM

CAIA

FRM

FSA

CPA

FCIA

CIM

Other (please specify)

Question Title

* 5. How many years of experience do you have in the financial industry?

1 to 5 years

5 to 10 years

10 to 20 years

Over 20 years

Question Title

* 6. What is the level of your position within your organization?

First years of experience (1 to 5 years)

Specialist (Analyst, portfolio manager, trader, client relations, etc.)

Middle-level Executive (Manager, etc.)

Senior Executive (Vice-president, etc.)

Chief Executive (CEO, COO, CFO, CIO)

Question Title

* 7. Which statement best describes your current situation in the financial industry?

I have a full-time job

I have a part-time job

I am unemployed

I have a job, but I am looking for a better one

Retired

Other, please specify

Question Title

* 8. If you have a job in the financial industry, which of the following statements best describes your employer?

Fund Manager or Pension Fund Manager

Private Wealth Manager

Securities Broker/Dealer

Mutual Funds

Asset Management Consultant

Bank or Credit Union

Insurer

Non-financial business

Government or regulator

Educational / Research institution

Not applicable

Other, please specify

Question Title

* 9. Which employment category best describes your current position?

Institutional Portfolio Manager

Private Client Portfolio Manager

Investment Advisor

Mutual Fund Representative

Financial Engineering/Structured Products

Economist/Strategist

Investment Analyst buy side

Investment Analyst sell side

Trader/Broker

Sales Representative

Consultant

Corporate Finance/Treasury

Investor Relations

Client Servicing

Investment Banker

Banker (commercial, banking services, mortgages)

Risk Management

Performance Measurement

Lawyer/Compliance/Regulation

Middle Office/Operations/Administration

Accountant/Auditor

Information Technology

Professor

Human Resources/Head hunter

Other, please specify

Question Title

* 10. Please check all boxes that apply to you:

My employer pays for my annual membership

My employer pays for one or two events per year

My employer pays for more than two activities per year

I am self-employed

My employer does not pay my annual membership nor for CFA Montreal activities

Question Title

* 11. Which three services provided by CFA Montreal do you value?

Job postings

Networking activities

Luncheons and seminars (Topical and technical subjects)

Evening events (Forecast Dinner, Grande conference, Dialogue with our Leaders, etc.)

Continuing education credits (IIROC or CFA Institute Continuing Education Program)

Promoting of the CFA designation

Career development (mentoring, career seminar)

Promoting ethics in the financial markets

Question Title

* 12. Which areas should your society focus on in the coming years?

	Less effort	Same	More effort
Networking	Networking Less effort	Networking Same	Networking More effort
Improving communications with its members	Improving communications with its members Less effort	Improving communications with its members Same	Improving communications with its members More effort
Luncheons and seminars	Luncheons and seminars Less effort	Luncheons and seminars Same	Luncheons and seminars More effort
Evening events (Forecast Dinner, Dialogue with our Leaders, Women in Investment Mgt.)	Evening events (Forecast Dinner, Dialogue with our Leaders, Women in Investment Mgt.) Less effort	Evening events (Forecast Dinner, Dialogue with our Leaders, Women in Investment Mgt.) Same	Evening events (Forecast Dinner, Dialogue with our Leaders, Women in Investment Mgt.) More effort
Professional development (mentoring, career seminar)	Professional development (mentoring, career seminar) Less effort	Professional development (mentoring, career seminar) Same	Professional development (mentoring, career seminar) More effort
Promoting the CFA designation	Promoting the CFA designation Less effort	Promoting the CFA designation Same	Promoting the CFA designation More effort
Promoting Montreal's financial center	Promoting Montreal's financial center Less effort	Promoting Montreal's financial center Same	Promoting Montreal's financial center More effort
University and Candidate Relations	University and Candidate Relations Less effort	University and Candidate Relations Same	University and Candidate Relations More effort

Question Title

* 13. What is your level of interest for the following activities?

	Poor	Moderated	Hight
Ethics, professional standards and regulations	Ethics, professional standards and regulations Poor	Ethics, professional standards and regulations Moderated	Ethics, professional standards and regulations Hight
Quantitative methods	Quantitative methods Poor	Quantitative methods Moderated	Quantitative methods Hight
Economics	Economics Poor	Economics Moderated	Economics Hight
Financial analysis and financial statement	Financial analysis and financial statement Poor	Financial analysis and financial statement Moderated	Financial analysis and financial statement Hight
Corporate Finance	Corporate Finance Poor	Corporate Finance Moderated	Corporate Finance Hight
Equities	Equities Poor	Equities Moderated	Equities Hight
Fixed Income	Fixed Income Poor	Fixed Income Moderated	Fixed Income Hight
Alternative investment	Alternative investment Poor	Alternative investment Moderated	Alternative investment Hight
Portfolio Management and Private Wealth Management	Portfolio Management and Private Wealth Management Poor	Portfolio Management and Private Wealth Management Moderated	Portfolio Management and Private Wealth Management Hight
Networking	Networking Poor	Networking Moderated	Networking Hight
Career Development	Career Development Poor	Career Development Moderated	Career Development Hight

Other (please specify)

Question Title

* 14. List any speaker you would like to see

Question Title

* 15. Among the following networking activities, which one do you prefer?

Cocktail only

Cocktail with a short workshop or conference

Cocktail with other professional associations

Speed networking (brief face-to-face meetings)

Informal lunch or supper

None of these choices

Question Title

* 16. What are the main services which are or would be most useful for you in your career development? Please identify up to 3 choices.

Mentorship program

Seminar on career development

Information on CFA Montréal's top employers in the region and the types of positions/profiles they may seek

Development tools to improve soft skills

Job seeking advice/guidelines for job searches (interview preparation, resume tips)

Updates on recent developments impacting the region's Financial sector

The option to offer your services to members in a newsletter, should you be seeking for a job

Other (please specify)

Question Title

* 17. What skills would you like to improve in order to develop your career? Please identify up to 3 choices.

Personal effectiveness (priority setting, stress management, quality decision making, strategic thinking, complexity management)

Internal and external relationships (political sense, networking)

Advisory skills (active listening, facilitation, mediation, building trust)

Team management (organization, leadership, coaching, mobilization, delegation, development)
Communication (persuasion, presentation, writing)

Technical competencies (modeling, programming, security analysis, etc.)

Other (please specify)

Question Title

* 18. If any, what are the main obstacles preventing you from attending CFA Montréal events? (multiple choice)

No time

Too expensive

My employer refuses to pay

Too far

Dates are not suitable

Subjects do not interest me

The quality of events (speakers) is unsatisfactory

Does not apply

Question Title

* 19. When would be the best times for you to attend an activity? (multiple choice)

Breakfast

Lunch

5 to 7

Dinner

None of these choices

Question Title

* 20. Please rank the emails you receive from CFA Montréal in order of importance

	Most important			Least important
Job postings	Job postings Most important	Job postings	Job postings	Job postings Least important
Calendar of events	Calendar of events Most important	Calendar of events	Calendar of events	Calendar of events Least important
Detailed information on upcoming event	Detailed information on upcoming event Most important	Detailed information on upcoming event	Detailed information on upcoming event	Detailed information on upcoming event Least important
Newsletter	Newsletter Most important	Newsletter	Newsletter	Newsletter Least important

Question Title

* 21. Are you following CFA Montréal on:

Twitter

Facebook

None

Question Title

* 22. Would you say that the CFA designation brand awareness is

Less and less important

Same as previous years

More and more important

Question Title

* 23. Would you say that CFA Montréal's brand awareness is

Less and less important

Same as previous years

More and more important

Question Title

* 24. In general, your employer would rather hire an investment specialist that

Is a CFA charterholder

Holds another professional designation

Your employer is indifferent to designations

Non applicable

Question Title

* 25. Which of the following financial publications do you read?

	Never	Sometimes	Regularly
Les Affaires \|Website	Les Affaires \|Website Never	Les Affaires \|Website Sometimes	Les Affaires \|Website Regularly
Les Affaires \|Printed	Les Affaires \|Printed Never	Les Affaires \|Printed Sometimes	Les Affaires \|Printed Regularly
La Presse + \| Business and Finance section	La Presse + \| Business and Finance section Never	La Presse + \| Business and Finance section Sometimes	La Presse + \| Business and Finance section Regularly
Finances et investissement	Finances et investissement Never	Finances et investissement Sometimes	Finances et investissement Regularly
Financial Post	Financial Post Never	Financial Post Sometimes	Financial Post Regularly
Financial Times	Financial Times Never	Financial Times Sometimes	Financial Times Regularly
Wall Street Journal	Wall Street Journal Never	Wall Street Journal Sometimes	Wall Street Journal Regularly

Other (please specify)

Question Title

* 26. Have you seen our social media campaign in January or February ?

Yes

Question Title

* 27. How often do you access CFA Montréal's website?

Never

Occaionnaly

Often

Question Title

* 28. If applicable, how would you rate your experience navigating through our website

Very dissatisfied

Dissatisfied

Satisfied

Very satisfied

Do not know

Very dissatisfied

Dissatisfied

Satisfied

Very satisfied

Do not know

Question Title

* 29. How would you rate your level of satisfaction with your local society, CFA Montréal?

Very dissatistied

Dissatisfied

Satisfied

Very satisfied

Do not know

Very dissatistied

Dissatisfied

Satisfied

Very satisfied

Do not know

Question Title

* 30. Would you be interested in becoming a volunteer for CFA Montréal?

Yes, please give your name and telephone number below

Please enter you name and telephone number

Question Title

* 31. Are you interested in participating in our contest to win the Samsung Galaxy tablet?

Yes, please give your name and member # below

Please enter your name and member #

We thank you for your time