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Showing 21 - 30 of 188 results for "CFA"

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... Co-founding WealthLeaders eXchange alongside Townsend is Watershed Funds Management investment analyst Graeme Miller, and CFA Society executive officer Samantha Noy. The initiative has two forums planned for 2024, the first taking place in Melbourne ...

CFA Institute launches private markets, alternatives certificate

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
The CFA Institute has launched a private markets and alternative investments certificate to Australian investment professionals. The private markets and alternatives investment certificate is suitable for those aspiring to roles at general partner firms ...

AI to revolutionise investment industry: Research

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... artificial intelligence (AI) and big data, both of which stand out as some of the most influential factors in coming years. The CFA Institute's Research and Policy Centre's global survey, titled Future State of the Investment Industry, found that ...

ClearView reset pays dividends

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2023
... in turn for a 25% shareholding in the latter. Centrepoint also took over ClearView subsidiaries ClearView Financial Advice (CFA), Matrix Planning Solutions and LaVista Licensee Solutions. ClearView managing director Nadine Gooderick said the decision ...

CFA exam results begin to normalise

CHLOE WALKER  |  FRIDAY, 14 JUL 2023
The pass rate for the second level of the CFA Institute exam jumped in May above its historic average, marking an impressive turnaround from the below-average rates experienced during the pandemic. Over half (52%) of the 15,895 candidates worldwide ...

RIAA chief executive to exit

ROSE MARY PETRASS  |  FRIDAY, 30 JUN 2023
... developments in our sector. Those international connections RIAA holds through the GSIA and other initiatives through the CFA Institute and the PRI are really important to the work we do here." This announcement coincides with the release of the International ...

Graduates confident about finance career prospects

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2023
... job prospects, even more so than they were in 2021. Among the most confident are those looking for a role in finance, the CFA Institute found. According to the CFA Institute's Graduates Outlook 2023 Survey, 75% of local graduates are confident in their ...

CFA Institute unveils major program overhaul

ANDREW MCKEAN  |  MONDAY, 27 MAR 2023
The CFA Institute has executed its most comprehensive CFA Program revamp since 1963, in a bid to increase its relevance in today's investment landscape. The CFA Program enhancements aim to better prepare aspiring investment professionals for a rapidly ...

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
... and Investment Advisers Association chief executive Judith Fox, The Advisers Association chief executive Neil Mcdonald, and CFA Societies Australia chief executive Lisa Carroll.

Gender diversity in investment management slightly improving: Report

CHLOE WALKER  |  FRIDAY, 16 DEC 2022
... investment strategy adviser and author of the report, Mary McLaughlin said. McLaughlin's observation is backed by data from the CFA Society Melbourne, which recently reported that only 20% of its members are women, up marginally from 17% five years ...