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Competency

The Chartered Financial Analyst® (CFA) credential is the professional standard of choice for more than 31,000 investment firms worldwide. When hiring, leading firms demand investment professionals with real-world analytical skills, technical competence and the highest professional standards, often requiring the CFA credential for consideration.

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The CFA Institute Code of Ethics and Standards of Professional Conduct promote the highest standards of ethics, integrity, and professional excellence.

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CFA Institute is actively involved in shaping public policy that strengthens investor confidence and market integrity around the world.

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Knowledge & Research

CFA Institute regularly conducts a survey of investment professionals around the world to determine the knowledge, skills, and abilities relevant to our profession. The results help define our Global Body of Investment Knowledge (GBIK®), which serves as a guide to all CFA Institute lifelong learning activities.

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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.

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Latest Instagram

Instagram post 2192446161109194457_7269768221 CFA Society Sydney with Ord Minnett was delighted to host a panel discussion on how responsible and sustainable investing can improve both returns and social/environmental outcomes.
Instagram post 2175893801176197247_7269768221 CFA Society Sydney Does Things Differently - on October 1st, we held our Careers Day and Research Challenge final back to back. A huge effort from all involved. Thanks to all our guests, speakers, sponsors. judges and the team behind it - our volunteers!

http://ow.ly/ZWjZ50x9imS
Instagram post 2170998579879253596_7269768221 “Risk is the price we pay for a chance to satisfy our wants” - Meir Statman, Professor of Finance, Santa Clara University #AICdisruption19 #CFASocietiesAustralia
Instagram post 2166769032610771601_7269768221 Tonight CFA Society Melbourne held their 2019 Charter Awards Ceremony. Congratulations to all our newest charterholders!

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CFA Societies Australia@CFASocietiesAus·
9 Dec

Explore #careerpaths and opportunities in #finance and the #investmentindustry. Webinars by CFA Institute and CFA Societies in Asia Pacific offer insights on career strategies and pointers for #jobseekers. View the webinars here https://t.co/Bq8FrGCwjC

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CFA Societies Australia@CFASocietiesAus·
22 Nov

Learn how to become a social influencer. Erica Hall and Cassandra Crowe, CFA offer tips to help you build your personal brand across LinkedIn the worlds most popular professional platform. https://t.co/YnXwy76Gab
#yourprofessionalbrand #socialinfluencing #investmentmanagement

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CFA Societies Australia@CFASocietiesAus·
15 Nov

Hear from our very own Charles Wu regarding his career experiences in our new Pod Cast series, where Charles covers a number of areas of interest for those seeking a career in the financial industry. Listen here: https://t.co/ZMdJULFL6e

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RSS Enterprising Investor Blog:

  • Nine Nuggets of Rock-Solid Advice for Retirement-Age Clients December 5, 2019
    For a secure retirement, clients need more than a large-enough nest egg.
    Gautam Dhingra, PhD, CFA
  • When Can We Stop Talking about ESG? December 5, 2019
    Mary Jane McQuillen believes ESG concerns are central to, not separate from, the investment decision-making process.
    Peter M.J. Gross
  • The US Labor Market: Weaker Than It Looks? December 2, 2019
    US employment figures point to a significant opportunity deficit for workers.
    Dhruv Goyal, CFA

CFA Societies Australia & CFA Society New Zealand

Competency

  • Overview
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  • Becoming a CFA® Charterholder
  • Which is the Right Program for Me?
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  • Let’s Measure Up.™
  • Building Your Career

Ethics, Codes & Standards

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  • Ethics Training
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  • Codes, Standards & Guidelines
  • Professional Conduct Program

Market Integrity & Advocacy

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