VIC Chapter | CFA Program Candidate social event

Don’t miss this exclusive networking event designed for current CFA Program candidates. Meet peers and local CFA charterholders, exchange study tips, and expand your professional network in a friendly, informal setting. Whether you’re just starting your CFA journey or preparing for your next exam, this is a great opportunity to connect, share, and unwind.  Open to enrolled CFA Program candidates only.

Format: In person

Audience: Candidate

Speaker(s):

NSW Chapter | Tariffs and Australian election impacts: Navigating the shifting economic landscape

With rising US tariffs, the Israel/Iran conflict, geopolitical tensions and shifting trade dynamics, this session will examine how these developments are impacting growth, inflation, and monetary policy both globally and locally.

Our industry expert will provide timely insights on recession risks, key economic indicators, and central bank responses. As the RBA considers its next move on interest rates, we’ll explore what’s ahead for the Australian economy and what it means for investors and policymakers alike.

Format: In person

Audience: Member, Non-member

Speaker(s):

Diana Mousina, Deputy Chief Economist at AMP

Webinar | Tariffs and Australian election impacts: Navigating the shifting economic landscape

With rising US tariffs, the Israel/Iran conflict, geopolitical tensions and shifting trade dynamics, this session will examine how these developments are impacting growth, inflation, and monetary policy both globally and locally.

Our industry expert will provide timely insights on recession risks, key economic indicators, and central bank responses. As the RBA considers its next move on interest rates, we’ll explore what’s ahead for the Australian economy and what it means for investors and policymakers alike.

Format: Online

Audience: Member, Non-member

Speaker(s):

Diana Mousina, Deputy Chief Economist at AMP

Two half day workshops | Python basics and data manipulation

This two-part interactive Zoom workshop is tailored for professionals eager to build a solid foundation in Python programming and data manipulation for business and finance contexts. Spanning two half-day sessions, this live and fully participatory format allows attendees to engage directly with instructors, share screens, ask questions, and work through exercises in real time.

Format: Online

Audience: Member, Employer, Candidate, Non-member

Speaker(s):

Training the Street

Two half day workshops | Python basics and data manipulation

This two-part interactive Zoom workshop is tailored for professionals eager to build a solid foundation in Python programming and data manipulation for business and finance contexts. Spanning two half-day sessions, this live and fully participatory format allows attendees to engage directly with instructors, share screens, ask questions, and work through exercises in real time.

Format: Online

Audience: Member, Employer, Candidate, Non-member

Speaker(s):

Training the Street

VIC Chapter I Quarterly social drinks

Engage with fellow members to expand your network, catch up with industry colleagues and un-wind in a relaxed setting.

Format: In person

Audience: Member

VIC Chapter | What makes emerging markets attractive to private debt investors?

Explore the investment potential of emerging markets in private debt. Discover how SMEs offer consistent risk-adjusted returns and low correlation to developed markets. Learn about the $4.3 trillion SDG financing gap and its implications for investors. Examine the balance between financial returns and impact in emerging economies.

Format: In person

Audience: Member, Employer, Non-member

Speaker(s):

Chris Kuchanny, Founder & CEO, Impactable

Raj Gohil, CFA, Global Head of Distribution, Impactable

NSW Chapter | What makes emerging markets attractive to private debt investors?

Explore the investment potential of emerging markets in private debt. Discover how SMEs offer consistent risk-adjusted returns and low correlation to developed markets. Learn about the $4.3 trillion SDG financing gap and its implications for investors. Examine the balance between financial returns and impact in emerging economies.

Format: In person

Audience: Member, Employer, Non-member

Speaker(s):

Chris Kuchanny, Founder & CEO, Impactable

Raj Gohil, CFA, Global Head of Distribution, Impactable

Webinar | Checking and reviewing a financial model

Financial modeling is an essential skill for modern accountants and finance professionals, yet too often models are poorly constructed and riddled with errors. In this highly practical session attendees will equip you with a systematic approach to reviewing and auditing financial models. Learn practical techniques for identifying and correcting common issues in financial models – ultimately helping users build models that are clear, accurate, and decision-ready.

Format: Online

Audience: Member, Candidate, Non-member

Speaker(s):

Ian Schnoor, CFA, CFM, Executive Director of Financial Modeling Institute

VIC Chapter I New member welcome lunch

New charterholders and early-year members are invited to connect and expand their professional network over lunch. Enjoy one of the benefits of being part of our growing community.

Format: In person

Audience: Member

Webinar | 2025 CFA Institute Research Challenge insights session

All participating teams are encouraged to attend this essential training session featuring three experienced speakers. This session will cover three aspects:

• How to prepare an Equity Research Report
• Effective Presentation Techniques
• How to Present Your Research

Format: Online

Audience: Member, Candidate, Non-member

NSW Chapter | Quarterly social drinks

Engage with fellow members to expand your network, catch up with industry colleagues and un-wind in a relaxed setting.

Format: In person

Audience: Member

Webinar | Advanced excel skills for financial modelling

Building an effective financial model is more than just plugging numbers into a spreadsheet – it requires precision, clarity, and the strategic use of Excel tools to communicate insights and drive confident decision-making. In this final instalment of the FMI Learning Series, Ian Schnoor, CFA, will present essential Excel techniques every financial modeler should know. Whether you’re refining an existing model or building from scratch, these skills will significantly enhance the quality and professionalism of your work.

Format: Online

Audience: Member, Candidate, Non-member

Speaker(s):

Ian Schnoor, CFA, CFM, Executive Director of Financial Modeling Institute