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 I 2025 CFA Institute Research Challenge Xero company briefing

As part of the CFA Institute Research Challenge, all participating teams are invited to attend the official company briefing with our subject company Xero.

This structured event provides teams with a unique opportunity to gain valuable insights directly from company management supporting their research and analysis for the challenge.

Format: Online

Audience: Non-member, University students

Speaker(s):

Alec Leithhead, CFA, General Manager of Investor Relations at Xero

VIC Chapter | Democratisation of private markets: challenges, opportunities, and investor education

Retail investors are increasingly drawn to private markets for diversification and potential higher returns. This shift presents both opportunities and challenges. How can the industry evolve to provide access while ensuring transparency, liquidity, and investor protection?

This interactive session will bring together asset owners, managers, and service providers to examine market trends, global influences, access pathways, and risk management strategies.

Format: In person

Audience: Member

Speaker(s):

Rob Langrick, CFA, CIPM, Chief Product Advocate, CFA Institute

NSW Chapter | Democratisation of private markets: challenges, opportunities, and investor education

Retail investors are increasingly drawn to private markets for diversification and potential higher returns. This shift presents both opportunities and challenges. How can the industry evolve to provide access while ensuring transparency, liquidity, and investor protection?

This interactive session will bring together asset owners, managers, and service providers to examine market trends, global influences, access pathways, and risk management strategies.

Format: In person

Audience: Member

Speaker(s):

Rob Langrick, CFA, CIPM, Chief Product Advocate, CFA Institute

NSW Chapter | Global macro roundtable – Members only

Members are invited to an exclusive global macro roundtable – a unique opportunity for a select group of investment professionals to participate in an engaging, peer-driven discussion. This intimate session will explore how macroeconomic indicators can be effectively applied to inform portfolio construction and enhance strategic decision-making.

The roundtable will examine the practical use of leading, coincident, and lagging indicators to interpret inflation and unemployment trends, interest rate expectations, and yield curve dynamics.

Format: In person

Audience: Member

Speaker(s):

Rob Langrick, CFA, CIPM, Chief Product Advocate, CFA Institute

Webinar I Gender gap in venture capital investment

In this webinar, you will explore the structural barriers that female founders face in accessing venture capital funding and discover strategies to promote a more inclusive innovation ecosystem.

The session will highlight both the challenges and the practical actions that investors, accelerators and ecosystem enablers can take to address gender disparities in funding.

Format: Online

Audience: Member, Candidate, Non-member

Speaker(s):

Dr. My Nguyen, Associate Professor of Finance and Deputy Head of Department, RMIT University

NSW Chapter | Managing a decumulating portfolio – A risk-focused approach

Explore the complexities of managing portfolios during the decumulation phase, where the dual goals of sustaining income and preserving capital present unique challenges. With sequencing risk and market volatility front of mind, we examine risk management techniques specifically tailored for this stage. Hear Charles Wu, CFA, share real-world case studies and stress-testing frameworks and learn how these approaches can help navigate uncertainty and support more resilient retirement outcomes.

Format: In person

Audience: Member, Employer, Candidate, Non-member

Speaker(s):

Charles Wu, CFA, Chief Investment Officer, State Super (SAS Trustee Corporation)

Python workshop 2 | Web scraping

Join a high-impact, half-day interactive seminar designed specifically for finance professionals ready to take their data analysis game to the next level. Whether you’re gathering financial data for due diligence, pricing comparisons, or advanced business insights, this Python course by Training the Street will empower you with cutting-edge web scraping tools and techniques.

Format: Online

Audience: Member, Employer, Candidate, Non-member

Speaker(s):

Training the Street

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

VIC Chapter | Volunteer recognition and celebration

This special occasion honours the time, passion and expertise you’ve generously shared in support of our values and community. Whether you’ve served on a chapter or national council, mentored, contributed to events or supported society initiatives, your commitment makes a real difference.

Enjoy drinks and a sit-down lunch as we reflect on your impact and express our heartfelt thanks.

Format: In person

Audience: Member

VIC Chapter I Connect with a charterholder: Speed mentoring for CFA Program candidates

CFA Society Australia is pleased to offer CFA Program candidates the opportunity to meet and network with CFA charterholders. This session is designed to help you better position yourself professionally and expand your network for career success.

You’ll hear charterholders share their career journeys, ask questions about their experience as a candidate and gain insight into what the CFA charter means to them.

Format: In person

Audience: Member, Candidate

VIC Chapter I Securing retirement futures: De-risking global pension systems

In this session, you will explore the growing importance of private pension provision in an era of ageing populations and increasing retirement risks. The session will examine how governments and the pension industry can help de-risk defined contribution pension systems to ensure better retirement outcomes.

Format: In person

Audience: Member, Candidate, Non-member

Speaker(s):

Dr David Knox, Retired Senior Partner at Mercer

Webinar I Start your CFA Program journey – Welcome session

Start your CFA Program journey with our Welcome orientation, designed for new Level I candidates.

This informative session will provide insights to what lies ahead. Gain clarity on the CFA Program structure, exam expectations, and study strategies. Meet CFA Society Australia volunteers who will share valuable tips to support your preparation.

Format: Online

Audience: Candidate