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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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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 Society Melbourne

graeme.miller@melbourne.cfasociety.org

CFA Society Sydney

admin@cfas.org.au

GPO Box 4805
Sydney, NSW  2001
Australia

CFA Society New Zealand

info@cfasociety.org.nz

PO Box 105 083
Auckland 1043
New Zealand

CFA Society Perth

info@perth.cfasociety.org

 

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CFA Societies Australia@CFASocietiesAus·
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RT @CFAinstitute: What's the key to investing in Asia? https://t.co/vAjqDIeZ9c

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CFA Societies Australia@CFASocietiesAus·
18 Jan

In a survey of 800+ APAC members 26% identified managing conflicts of interests when dealing with clients as an ethical challenge. @CFASocietiesAus advocates for the adoption of the @CFAinstitute Asset Manager Code to help rebuild trust across the industry

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CFA Societies Australia@CFASocietiesAus·
18 Jan

The latest collection of articles from various industry insiders offers up insight and analysis of the ever-changing #FinTech landscape. Download CFA Institute’s FinTech 2018: https://t.co/KOiytYawqp

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Invitation | What is the point of a Fund Manager? | 31 January 2019

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In a survey across the APAC region, including more than 800 members, 26% identified managing conflicts of In a survey across the APAC region,..

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Invitation | International Women’s Day | 8 March 2019

Tickets are selling fast for this event! Don’t miss out…

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RSS Enterprising Investor Blog:

  • Hiring and Firing Portfolio Managers: Process and Outcomes January 16, 2019
    Evaluating good investment performance is not just tabulating outcomes, says Robert G. Hagstrom, CFA.
    Robert G. Hagstrom, CFA
  • Big Data and Artificial Intelligence in Investment Management: FAQs and Answers January 15, 2019
    When it comes to big data and artificial intelligence (AI) in the investment management industry, some people anticipate a rosy future with various new sources of alpha. Others worry about the jobs that might be lost to machines through process automation.
    Yoshimasa Satoh, CFA
  • Building Investor Resilience in a Downturn January 15, 2019
    Building resilience in a downturn requires all investors to assess the quality of the recessionary environment and to understand the risks they bear and their capacity to bear them.
    Sorca Kelly-Scholte

CFA Societies Australia & CFA Society New Zealand

Competency

  • Overview
  • The CFA® Program
  • The CIPM® Program
  • Becoming a CFA® Charterholder
  • Which is the Right Program for Me?
  • CFA® Program Scholarships
  • Information for Employers & Institutions
  • Continuing Education
  • Regulator & Program Recognition
  • Let’s Measure Up.™
  • Building Your Career

Ethics, Codes & Standards

  • Overview
  • Ethics Training
  • Ethics Decision Making Webinar
  • Codes, Standards & Guidelines
  • Professional Conduct Program

Market Integrity & Advocacy

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