CFA Candidate Membership

  • CFA Societies Australia are pleased to launch a Candidate Membership. Please click on this link to see the offering from your local Society.  Join now to start accessing the benefits.

CFA Society webinars

Our societies offer diverse programming content, including local luncheon programs that attract top industry speakers, educational and career management seminars on specialised, timely topics.

  • Thursday, 9 July 2020, 12:00PM AEST, The Future of Emerging Markets and the Digital Consumer Revolution.
  • With the internet becoming increasingly affordable and accessible, billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume online for the first time.  Explore the impacts of this digital consumer wave in emerging markets and the companies best positioned to benefit from these permanent shifts in consumer behavior. Click here to register.
Click here to register
 

  • Tuesday, 28 July 2020, 12:00PM AEST, ETF Capital Markets during recent Volatility, a view from the Market Markers and Liquidity. 
  • An overview of ETF Capital Markets, the main stakeholders and how they interact with ETF issuers, exchanges and investors. In this session we will provide an overview on how ETF primary and secondary markets performed during recent market volatility as well as a look under the hood of a relatively unknown and sometimes misunderstood element of the ETF ecosystem.  Click here to register.

Click here to register.

  • 11 August 2020, Practise social distancing but not vocal distancing: How to speak with influence when working remotely.
  • The Cornell Voice Advisory are global specialists on the speaking voice for business professionals. Now it is critical for all employees to be able to speak with impact, influence with confidence. Leaders now need to be heard through a general high level of anxiety or in fast paced and unpredictable scenarios.  The business that comes with face to face speaking will get lost in the pandemonium unless people have the skills to stay in control and cut through (virtually or not).  Learn techniques; stay in voice while working remotely, speak boldly when it matters, be clear and direct, listen deeply so you can discern where agenda meets truth and access the remote working superpower: to hear what is in a voice – not just the words, but the intention in the voice.  Click here to register.

Click here to register.

CFA Institute APAC webinars

  • 7 July 2020, 12:30 – 1:30 (GMT+8)Toward Greater Trust: How Fees, Disclosures and Professionalism Can Create Trusting Relationships with Retail Clients
  • In this upcoming webinar, we will combine the major findings from our work on professionalizing financial advice, managing sales inducements and earning investors’ trust with on the ground observations from selected APAC markets and discuss ways on building an industry that engenders trust. Click here to register. 1PL
 

  • 14 July 2020, 6:30pm-8:00pm (GMT+8), The Driver of Pandemic Recession and the Fate of US-China Relations
  • Richard Koo is chief economist of Nomura Research Institute. Mr. Koo is well known all over the world for his lectures on balance sheet recession. In this webinar, Mr. Koo will discuss what’s driving the pandemic recession and tension in US–China relations. Register for this free webinar to listen to his insights.  Click here to register.
 

  • 16 July 2020, 19:00 – 20:30 (GMT +8), Sector Analysis Research Series – Life Science and Healthcare Industry
  • In the midst of the COVID-19 pandemic, the life science and healthcare industry has been in the media spotlight 24/7 and demand on this industry has never been greater before. Are all these translating to once in a lifetime opportunity to the industry as a whole? The fact is not so simple. In this webinar, we will attempt to paint up a holistic picture of the life science and healthcare industry. Click here to register.
  • 14 July 2020, 14 Jul 2020, 2:00 pm – 2:30 pm (HKT),FTSE Russell Global Fixed Income Performance Review and Insight.
  • Join FTSE Russell’s 30-minute quarterly webinar to get expert insights into the global bond markets post-lockdown with Robin Marshall, Director of Fixed Income Research, Global Markets Research. Click here to register.

73rd CFA Institute Annual Conference

  • Did you miss the 73rd CFA Institute Annual Virtual Conference? You can access all the recordings from the conference on the CFA Institute website. Click here to access the presentations.

CFA Society Recorded Webinars

  1. 2020 Investor Trust Survey: How the Australian investment management industry can earn investors’ trust. (63 min) Recorded on Jun 25, 12:00 PM. Click here to watch the webinar.
  2. Pandemics, Populism and Productivity, (60 min) Recorded on Jun 2, 2020, 12:00 PM. Click here to watch the webinar.
  3. CFA Society Sydney Opening Doors Webinar, (46m) Recorded on May 19, 2020, 2:00 PM. Click here to watch the webinar.
  4. Positioning yourself professionally online, building presence across LinkedIn (1h 19m), Recorded on Jun 2, 2020, 4:18 PM Click here to watch the webinar.
  5. Ethical Decision-Making Workshop (59m), Recorded on May 29, 2020 12:00 PM. Click here to watch the webinar.
  6. Fixed Income 301, 28 April 2020, (40m) Recorded on Apr 28, 2020, 12:15 PM. Click here to watch the webinar.
  7. We Cannot Be Passive About ESG, (1h 3m), Recorded on Jul 29, 2019, 12:30pm.  Click here to watch the webinar.

CFA Institute Research and Analysis

Research – Latest Online Now

  • A New Framework for Analyzing Market Share Dynamics among Fund Families, Jan Jaap Hazenberg, Financial Analysts Journal 8 June 2020 Volume 76, Issue 3, Click here to read.
  • Risk Management and the Optimal Combination of Equity Market Factors. Financial Analysts Journal 17 June 2020 Volume 76 Issue 3, Roger G. ClarkeHarindra de SilvaPhD, CFASteven Thorley, CFA. Click here to read.

  • Robert C. Merton and the Science of Finance: A CollectionLuis Garcia-Feijóo CFA, CIPM Laurence B. Siegel, Timothy R. Kohn, Research Foundation Briefs 18 June 2020, Click here to read.

  • Targeting Retirement Security with a Dynamic Asset Allocation Strategy, Adam Kobor PhD, CFA Arun Muralidhar PhD, Financial Analysts Journal 23 June 2020, Volume 76 Issue 3.  Click here to read

Research – Coming Soon 

(dates subject to change)
  • A Framework for Constructing Equity-Risk-Mitigation Portfolios (Target Release: 25 June). Financial Analysts Journal | Jamil Baz, Josh Davis, Steve Sapra, CFA, Normane Gillmann, Jerry Tsai (PIMCO). Primary Audience: Members | Region(s): Global
  • An Empirical Evaluation of Tax-Loss Harvesting Alpha (Target Release: 30 June). Financial Analysts Journal | Shomesh E. Chaudhuri, Terence C. Burnham, and Andrew W. Lo Primary Audience: Members | Region(s): Global
  • Is There a Retirement Crisis? An Exploration of the Current Debate (Target Release: 3 July), CFA Institute Research Foundation | Monograph | Author: George A. (Sandy) Mackenzie Primary Audience: Investment Management Professionals | Region(s): Global
  • The Financial Analysts Journal and Investment Management (Target Release: 8 July) Financial Analysts Journal | William N. Goetzmann (Yale School of Management) Primary Audience: Members | Region(s): Global
  • Stocks, Bonds, Bills, and Inflation: Summary Edition (Target: 20 July), CFA Institute Research Foundation | Summary | Authors: James P. Harrington Primary Audience: Members | Region(s): Global
  • Learning about Risk Management: Insights from Unconventional Risk-Takers (Target Release: 22 July) CFA Institute Research Foundation | Brief | Allison Schrager, Primary Audience: Investment Management Professionals | Region(s): Global
  • Benjamin Graham, The Father of Financial Analysis (Target Release: 1 August), CFA Institute Research Foundation | Authors: Irving Kahn and Robert D. Milne, CFA Primary Audience: Investment Management Professionals | Region(s): Global
  • International Guide to Cost of Capital: Summary Edition (Target: 1 August), CFA Institute Research Foundation | Yearbook | Authors: Roger J Grabowski, FASA, James P. Harrington, Carla Nunes, Primary Audience: Senior members, Investment Professionals | Region(s): Global, Regional focus
  • The Shift from Active to Passive Investing: Risks to Financial Stability? (Target Release: 11 August) Financial Analysts Journal | Kenechukwu Anadu, Mathias Kruttli, Patrick McCabe, and Emilio Osambela (Federal Reserve Bank of Boston; Board of Governors of the Federal Reserve System; Board of Governors of the Federal Reserve System; Board of Governors of the Federal Reserve System) Primary Audience: Members | Region(s): Global
  • Impact Investing: Killing Two Birds with One Stone? (Target Release: 11 August), Financial Analysts Journal | Cornelia Caseau and Gilles Grolleau (CEREN EA 7477, Burgundy School of Business, Université Bourgogne Franche-Comté, Dijon, France), Primary Audience: Members | Region(s): Global
  • When Equity Factors Drop Their Shorts (Target Release: 18 August), Financial Analysts Journal | David Blitz, Guido Baltussen, and Pim Van Vliet (Robeco Asset Management; Erasmus School of Economics and Robeco Asset Management; Robeco Asset Management). Primary Audience: Members | Region(s): Global
  • Integrating Climate Change Analysis in the Investment Process (Target Release: September 2020) Industry Research | Author: Matt Orsagh, Primary Audience: Members | Region(s): Global
  • Artificial Intelligence in Asset Management (Target Release: September 2020), CFA Institute Research Foundation | Literature Review | Author: Söhnke M. Bartram, Jürgen Branke, and Mehrshad Motahari (Centre for Economic Policy Research (CEPR), London, UK, and University of Warwick; Warwick Business School; Cambridge Centre for Finance (CCFin) and Cambridge Endowment for Research in Finance (CERF), Cambridge Judge Business School) Primary Audience: Investment Management Professionals | Region(s): Global
  • SBBI Then and Now (Target Release: 1 October 2020), CFA Institute Research Foundation | Brief | Author: Roger Ibbotson, Primary Audience: Investment Management Professionals | Region(s): Global
  • Mercer CFA Institute Pension Index (Target Release: October 2020) Future of Finance | Mercer , Primary Audience: Regulators and policymakers | Region(s): Global
  • The Future of Sustainable Investing (Target Release: November 2020), Future of Finance | Authors: Rebecca Fender, Bob Stammers, Roger Urwin Primary Audience: Members | Region(s): Global
  • Geo-Economics: The Interplay between Geopolitics, Economics, and Investments (Target Release: TBD) CFA Institute Research Foundation | Brief | Author: Joaquim Klement, CFA, Primary Audience: Investment Management Professionals | Region(s): Global
  • Pension Reform (Target Release: TBD) CFA Institute Research Foundation | Brief | Authors: CFA Society France Primary Audience: Investment Management Professionals | Region(s): Global
  • Market Bubbles (Target Release: TBD) CFA Institute Research Foundation | Monograph | David DeRosa, Primary Audience: Investment Management Professionals | Region(s): Global
  • APAC Market Brief (Target Release: TBD) CFA Institute Research Foundation | Brief Primary Audience: Investment Management Professionals | Region(s): APAC
  • Middle East Market Brief (Target Release: TBD) CFA Institute Research Foundation | Brief Primary Audience: Investment Management Professionals | Region(s): EMEA
  • The Incredible Upside-Down Fixed Income Market: Negative Interest Rates and Their Implications (Target Release: 2021) CFA Institute Research Foundation | Monograph | Vineer Bhansali, Ph.D.

CFA Institute Asia-Pacific Research Exchange (ARX)

The Editor’s selection of ARX posts discussing the impact of the coronavirus COVID-19 pandemic on the markets and the global economy.  The impact of the coronavirus COVID-19 pandemic on the global markets and the world’s economy is difficult to assess, but there is no doubt it will be felt in most economies and sectors for a long time. While the situation changes fast, investment managers must keep abreast of news, analyses and forecasts. We present a selection of relevant ARX posts that shed light on the economic effects of the pandemic. 

  • Impact of COVID-19 on USD Corporate Bond Liquidity, The COVID-19 crisis has impacted asset valuations, increased volatility and led to reduced liquidity in many cases. In this paper, FTSE Russell examines the effects of the crisis on the  liquidity of USD corporate bonds.  30 June 2020 | FTSE Russell: Mikhail Bezroukov,  Yu Zou.  Download the PDF here.
  • Growth vs Value Investing on the Bursa Malaysia during Covid-19 Pandemic. Performance of 885 stocks listed on the Bursa Malaysia is analysed based on their Price to Earnings (PE), Price to Book (PB), Dividend Yield (DY), and Debt to Equity ratio (DE), during the Covid-19 pandemic from January to early June 2020.  30 June 2020 | Shu Heng Chuan, CFA, Jaccob Thomas, Lim Yik Yin. Download the PDF here.

  • The Only Game in Town: Assessing Monetary Policy Tools in Response to COVID-19. As the Philippine central bank implements monetary actions to cushion the economic impact of the Covid-19 pandemic, what is the effect of these policy tools on the real economy? What other policy actions should the bank introduce? 29 June 2020 | Miguel N. Sevidal.  Download the PDF here.

Click here to view more research.

Professional Development Learning

  • Discover Professional Learning Content.  Click here to browse the collection.
    • Publications
    • Multimedia
    • Networking, Events and Career Support
    • Thought Leadership
  •  Curriculum Changes and Refresher Readings in the 2020 CFA Program.  Click here to browse the collection.
    • Financial Technology
    • Institutional and Private Wealth Management
    • Investment Asset Classes
    • Ethics, Rules and Standards
    • Portfolio Management
  • Ethical Decision Making webinar, These steps form the foundation of the ethical decision-making framework we developed to guide investment professionals as they resolve ethical dilemmas in the best interests of their clients. Click here to find out more.

CFA Institute Enterprising Investor Blog

  • Published on 17/6/20 – Premium Valuations of MNC Companies in India: A Historical Analysis
    By Navin Vohra, CFA and Garima Arora Why do Indian multinational (MNC) companies trade at higher multiples than their own parent companies? Click here to view.
  • Published on 16/6/20 – Annie Duke and Morgan Housel: Three Tools for Navigating Risk and Uncertainty
    By Paul McCaffrey “The best way that you can be a decision maker in this type of environment is not to demand certainty.” Click here to view.
  • Published 16/6/20 – “Crypto Dreamin’? The Good, the Bad, and the Ugly”. By Michael S. Falk, CFA, The author explains why he remains skeptical and has grown cynical about cryptocurrencies. Click here to view.
  • Published 15/6/20 – “Three Reasons to Talk about Managing Capital Gains”, By David Allison, CFA, CIPM. Now might be a good time to talk to clients about their capital gains taxes. Click here to view.
  • More Blogs can be found here.

Career Development

  • Propel Your Career: Figuring Out Your Next Move – Eric Sim, CFA, discusses ways to help achieve career success—including how to build a … He has been described by eFinancialCareers as a star banker helping budding bankers with their careers. 1 PL.  Click here for more information.
  • LinkedIn Secrets to Accelerate Your Finance Career. Prior to launching Career Quest, Mr. Macpherson served in training, development, and career consulting capacities at CIBC.  Click here for more information.
  • More articles can be found here.

Podcasts

Take 15 Podcast hosted by Lauren Foster

  • 17/6/20 – Will COVID-19 accelerate or slow down the inevitable changes to the investment management industry?  In episode #416, Sam Stubbs, founder and managing director of Simplicity, talks to Neil Govier, CFA, about the impact, positive or negative, that COVID-19 will have on the changes taking place within the finance industry and its impact on investor trust. Click here to listen.
  • 10/6/20 – Financial Advisers and Female Clients: Risks and Opportunities, In episode #415, Barbara Stewart, CFA, shares insights from a decade spent researching women and finance. She dispels some common myths about women investors and explains why the investment industry must change to better serve female clients. Click here to listen.
  • 3/6/20 – How to Read Financial News and Set Aside our Biases, In episode #414, Robert Martorana, CFA, author of the How to Read Financial News series, explains why we need to read the news with a clear eye about our emotions and biases, especially our tendency towards confirmation and political bias. Click here to listen.
  • Listen to more Podcasts hosted by Lauren Foster here

Asia-Pacific Career Podcast hosted by Neil Govier

  • 9/6/20 -These are certainly strange times, with the job market frozen and career progression on hold until firms gain more clarity on the future direction of the global economy. Amit Joshi, CFA, who is CIO at Bajaj Allianz General Insurance in India, looks past the current outlook and speaks on how aspiring industry.  Click here to listen
  • 26/5/20 – Be open to learning, and the opportunities are there.  Rob discusses how he identifies the strongest aspirants by focusing on a person’s willingness to learn, grow, and improve but also the interview mistakes that can derail any candidate. Click here to listen.
  • 12/5/20 – Advice you cannot ignore, from a global head of HR in Singapore.  We may still be in the eye of the Covid-19 storm, but the financial sector is quickly adapting to remodelled working practices. What does this new normal mean for graduates who may be considering a role in the industry.  Click here to listen.
  • Listen to more Podcasts hosted by Neil Govier here.

CFA Society Stamford’s podcasts

FRANK TALK podcast series, bring you timely conversations on business and investing with industry leaders. The series is moderated and hosted by CFA Society Stamford Board Member and Programming Chair, Frank Travers, CFA. 

Click here to see all available episodes.  Subscribe, download and share!

CFA New York

Media Centre – click here to find the lastest information.

Working from home

  • Resources for your new reality – Click here to read.
  • Working virtually – Click here to read.
  • Well-being and resilience – Click here to read
  • Productivity and time management – Click here to read.

About CFA Institute

CFA Institute is the global association of investment professionals whose mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Go to CFA Institute