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CFA Societies Australia & CFA Society New Zealand
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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 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

melbourne@cfas.org.au

ABN 33 080 559 149

CFA Society Sydney

admin@cfas.org.au

GPO Box 4805
Sydney, NSW  2001
Australia

ABN 59 151 102 026

CFA Society Perth

info@perth.cfasociety.org

ABN 49 586 738 520

CFA Society New Zealand

info@cfasociety.org.nz

PO Box 105 083
Auckland 1043
New Zealand

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Latest Tweets

CFA Societies Australia@CFASocietiesAus·
23h

Growth investing has outperformed value for over a decade. Why does it continue to dominate? https://t.co/GVyHdPYwtT
#ARXCFAInstitute

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CFA Societies Australia@CFASocietiesAus·
16 Nov

For those who were not able to attend the 24th Annual GIPS® Standards Virtual Conference, here are ten takeaways that may assist with the transition to the 2020 edition of the GIPS standards.
https://t.co/EMV35VIaxw

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CFA Societies Australia@CFASocietiesAus·
11 Nov

Value additivity, arbitrage, and the law of one price are important valuation concepts. #2021RefresherReadings provides a foundation for understanding how forwards, futures, and swaps are both priced and valued. https://t.co/15X5RrPcTK

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CFA Societies Australia@CFASocietiesAus·
9 Nov

Stocks, Bonds, Bills and Inflation (SBBI) dataset, licensed for decades as a highly valuable data source for financial analysts. The CFA Institute Research Foundation offers this dataset free as a highly valuable member benefit. https://t.co/EB5ZrXMTod

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CFA Societies Australia@CFASocietiesAus·
6 Nov

Maria Wilton, CFA, Vice-Chair of CFA Institute Board of Governors, sat down with Stephen Dunne, CFA and Board Director and IC Chair of Cbus, to discuss our superannuation system and the investment management market. https://t.co/2b9ADBhSbS

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CFA Societies Australia

2 days ago

CFA Societies Australia

From the Archive: Roger G. Ibbotson and his co-authors show that popularity is a broad umbrella under which nearly all market premiums and anomalies, including the classic value and small-cap anomalies, fall. How? By drawing from both classical and behavioral finance to extend existing asset pricing models to include any security characteristic that investors might care about. ow.ly/BzaQ50CrEVF ...

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CFA Societies Australia

2 weeks ago

CFA Societies Australia

University Students: Last available spots remaining in the ‘CFA Opening Doors: Elevating Women in Finance’ where you get to interact with industry professionals in an exclusive small group setting. Internship opportunities and ongoing mentorship are also provided. Get your registrations in quick!

• Exclusive small group events
• Internship opportunities with Investment Managers
• Ongoing mentorship ...

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CFA Societies Australia

2 weeks ago

CFA Societies Australia

We’re proud to support #F3 foster the next generation of talent into the financial services industry as part of our D&I initiatives. This year#AQR and #TRowePrice provided a team of uni students and aspiring charterholders with a real business challenge over a 6 week program. We all learnt a lot and had a lot of fun in the process! #inclusion #cfadifference ...

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CFA Societies Australia

2 weeks ago

CFA Societies Australia

Joins us over breakfast to hear Josh Snyder, CFA, Portfolio Analyst, GQG Partners, discuss why a broader approach encompassing Quality & Earnings Growth may be a better bet for the decade ahead. ow.ly/pJmh50CibCQ

#meanreversion #valueinvestors ...

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CFA Societies Australia

2 weeks ago

CFA Societies Australia

University Students: Don't miss this amazing opportunity to be part of CFA Society Sydney Opening Door Series: Elevating Women in Finance!
Register here: www.cvent.com/d/w7qvh4 ...

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RSS Enterprising Investor Blog:

  • Why People Drive Artificial Intelligence Today and Tomorrow November 23, 2020
    Now that artificial intelligence has arrived, we all must stay ahead of the curve of the AI revolution.
    Sameer S. Somal, CFA
  • Maybe Analyst Recommendations Do Add Value November 18, 2020
    Following analyst buy or sell recommendations isn’t going to lead to outperformance. Or is it?
    Joachim Klement, CFA
  • Culture Checklist: One Firm, Eight Boxes, 10 Successful Years November 17, 2020
    Building and maintaining a healthy culture over the long term isn't easy, but one firm's success story offers some valuable lessons.
    Jim Ware, CFA

CFA Societies Australia & CFA Society New Zealand

Competency

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Ethics, Codes & Standards

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