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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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Study groups for the December 2018 CFA® Program exam are currently being organised. If you are interested in joining a study group, please email education@cfa-melbourne.com.au

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Follow CFA Societies Australia on Instagram

  • Alvin Tan, General Manager of Portfolio Strategy and Economic Research at HESTA, presented to the CFA Melbourne Society on an overview of HESTA, the fund's investment outlook and its Total Portfolio Approach towards asset allocation. Using this approach, Alvin discussed the Australian housing market as an example of how a factor can have impact across multiple asset classes. Alvin also discussed the importance of understanding the demographics and investment objectives of HESTA's members when making decisions about the asset allocation of the fund. #cfa #cfamelbourne #hesta #assetallocation #superannuation #investmentoutlook #investmentmanagement #portfoliostrategy
  • Our membership renewal page has been redesigned for a more user-friendly experience. Simply log-in ▶️ Complete the Professional Conduct Statement ▶️ Join a CFA Society ▶️ Pay with your credit card & enjoy another year of professional excellence! https://cfa.is/2DSjyBd
  • Safe harbour provision for best interest duty is called into question by the Hayne Royal Commission’s findings. @cfasocietiesaus and @cfainstitute propose better enforcement of best interest duty to safeguard client interests. Read more on our website, link in bio. #bestinterestduty #CFASocietiesAustralia
  • We were fortunate enough in Sydney to have Sitao Xu, Chief Economist, Deloitte China present to our members on the China-USA relationship #Economy #ChinaTrade #CFASocietiesAustralia

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CFA Societies Australia@CFASocietiesAus·
18 Jun

Our membership renewal page has been redesigned for a more user-friendly experience. Simply log-in ▶️ Complete the Professional Conduct Statement ▶️ Join a CFA Society ▶️ Pay with your credit card & enjoy another year of professional excellence! https://t.co/afdRoAfHMp

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CFA Societies Australia@CFASocietiesAus·
14 Jun

US inflation has stayed low for the last five years, despite the anxiety that price levels will leap up. What has been keeping it low? #ARXCFAInstitute https://t.co/LUbUo9snAB

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CFA Societies Australia@CFASocietiesAus·
14 Jun

Does your market promote remuneration and independence disclosures? Read how client outcomes can be improved with independent advisers in #CFAInstitute and #CFASocietiesAustralia’s #ProfessionalisingFinancialAdvice report. See all 10 recommendations here. https://t.co/EzDKzgUwzM

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Alvin Tan, General Manager of Portfolio Strategy and Economic Research at HESTA, presented to the CFA Melbourne Society on an overview of HESTA,..

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Timeline Photos

Our membership renewal page has been redesigned for a more user-friendly experience. Simply log-in ▶️ Complete the Professional Conduct Statement..

4 likes, 0 comments ⋅ 1 day ago

CFA Program

Good luck to all candidates sitting the CFA Exam this weekend. Level II & III on Saturday and Level I on Sunday

13 likes, 1 comments ⋅ 5 days ago

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RSS Enterprising Investor Blog:

  • How to Read Financial News Redux: Process Determines Priorities June 19, 2019
    How is financial news like a crying baby? Robert J. Martorana, CFA, explains.
    Robert J. Martorana, CFA
  • Idiocy of the Masses or Masses of Idiots? June 17, 2019
    Why do investors keep investing in government bonds despite extremely low yields?
    Joachim Klement, CFA
  • In Memoriam: John B. Neff, CFA June 13, 2019
    The investment world lost another legend in 2019.
    Paul McCaffrey

CFA Societies Australia & CFA Society New Zealand

Competency

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  • Let’s Measure Up.™
  • Building Your Career

Ethics, Codes & Standards

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