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)

NSW Chapter | CFA Program candidate social event

This event is a fantastic opportunity to meet fellow CFA Program candidates and local CFA charterholders in a relaxed and social setting. Share your study experiences, build your network and enjoy a drink and pizza on arrival with your ticket.

Note that this event is strictly for candidates enrolled in the CFA Program. Venue capacity is limited.

Format: In person

Audience: Candidate

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 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

Webinar I Private equity decoded: What it is, why it matters, and how it works

Tailored for CFA Program candidates, this session explores the fundamentals of private equity and its growing role in global markets. You will learn how private equity differs from public markets, why investors pursue it, and how the ecosystem operates.

Format: Online

Audience: Candidate

Speaker(s):

Eric Greer, CFA, Associate Investment Director – Private Markets, Australia, Schroders

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

NSW Chapter I Impact investing panel discussion: Aligning capital with purpose

Join us for a thought-provoking panel discussion with leading voices in the impact investing space. Our panellists will explore what impact investing really means in practice, how success is defined across different organisations, and how capital allocation varies when sourced from public versus private funds. Through their insights, we’ll uncover the opportunities and challenges of aligning financial returns with meaningful social and environmental outcomes.

Format: In person

Audience: Member, Candidate, Non-member

Speaker(s):

Bhanvi Anand, Portfolio and Partnerships Manager, Snow Foundation

Ben Smith, Head of Impact Investing, Paul Ramsay Foundation

Biljana Nikolova, PhD, Senior Director Social Impact Initiatives, Social Ventures Australia

VIC Chapter | Women in leadership series: Kate Misic’s journey to success

Join us for an inspiring session with Kate Misic, Acting Chief Investment Officer at TelstraSuper. Kate leads the investment management team responsible for around $28 billion in retirement savings, overseeing a diversified portfolio managed by both internal and external professionals.

In this candid conversation, Kate will share key moments from her 24+ year career in investment management from early roles in alternatives and asset consulting to her leadership at TelstraSuper.

Format: In person

Audience: Member, Candidate, Non-member

Speaker(s):

Kate Misic, CFA, Acting Chief Investment Officer, TelstraSuper

QLD Chapter | CFA Society Australia Finance & Investment Career Event 2025

Discover where a career in finance, investment, and accounting can take you. This careers event brings together representatives from some of Australia’s largest super funds, fund managers, banks, accounting firms, stockbrokers, and infrastructure managers.

The event is presented in two parts, and all careers event attendees are warmly invited to stay for the CFA Institute Research Challenge final.

Format: In person

Audience: University students

Speaker(s):

Keeley Walsh, Associate Analyst, Morgans Financial Limited

Vikram Kholsa, CFA, Asset Strategy & Growth Manager, Aurizon

VIC Chapter I 2025 CFA Institute research challenge local final

This prestigious global competition gives university students hands-on experience in financial analysis and professional ethics through mentoring and intensive training.

The local final brings together the top three teams from universities across to showcase their analytical, valuation and presentation skills in an in-person competition.

Format: In person

Audience: Member, Candidate, Non-member

VIC Chapter | Candidate social – coffee and catch ups in the park

We warmly invite you to join us for a morning of coffee, conversation and connection at the beautiful Boatshed Café in Albert Park. Enjoy a relaxed and welcoming atmosphere with stunning park views, where partners and pets are welcome and first timers will feel right at home. Strengthen your professional network in a casual setting that makes connecting with new people effortless.

Your ticket includes one drink and a selection of high tea delights.

Format: In person

Audience: Candidate