Skip to main content
CFA Japan
Press Releases
Event Calendar
CFA® Program
Membership
JobLine
About Us
Get Involved
IRC
Members Only
Articles

CFA Japan > Sites > Get Involved
 

 ‭(Hidden)‬ Google Analytics

 The CFA Society of Japan Inc.

The CFA Society of Japan Inc. relies on its members to fulfill its mission. We have established the following committees to provide leadership and in conducting the activities of the society. Volunteer committee members serve an invaluable resource for the society on many matters, including advocacy, continuing education (conference), wealth management, and university outreach. We encourage you to explore the opportunities below. If you are interested in getting involved, or simply have some questions, please contact the society at info@cfaj.org. We look forward to meeting more dedicated volunteers! 

 Public Awareness/ Publication Committee

 

編集ボランティア募集

このたび日本CFA協会広報・出版委員会では、定期刊行物(仮称:CFAJジャーナル)の発行に向けて編集室を設置いたしました。当ジャーナルは、主として会員向けに、金融市場や経済環境、投資理論や運用手法、法規制や政策の動向など、投資運用に関わる有益な情報ならびに研究発表の場を提供することによって、専門能力の向上に資することを目的としています。掲載内容は募集論文やコラム、当協会が主催するセミナー・講演等の要旨、CFA InstituteCFA協会)が発行した出版物からの翻訳・転載などを予定しています。

つきましては、企画・運営、翻訳、執筆あるいは取材、編集やデザイン等に意欲的にご協力いただける方を募集いたします。

ご関心のある方は、以下リンクより広報・出版委員会までご連絡ください。

http://www.surveymonkey.com/s/9SGJ7Y7

Editor

CFA Society of Japan, Inc. has recently established the Editorial Office within the Public Awareness & Publication Committee, which plans to issue a new periodical (provisionally called CFAJ journal). The journal is intended to provide our members with the useful information regarding the financial market and economic environment, investment theories and approaches, regulatory and policy trends, as well as an opportunity to present studies and fostering members’ professional development.  Articles are primarily in Japanese and may include research papers and columns, summary of presentations at our seminars and translated literatures from CFA Institute publications.

We are looking for active volunteers who can help on planning contents and design of the journal, translation, writing or editing of articles.

If you are interested in getting involved, please contact us via http://www.surveymonkey.com/s/9SGJ7Y7

 Translation Group

 

翻訳ボランティア募集

日本CFA協会翻訳グループでは、投資運用業界における倫理および専門性、ならびに資本市場の信頼性の向上に資するべく、CFA InstituteCFA協会)が発行した行為規範、政策提言、定期刊行物その他各種調査レポートの翻訳を行い、当協会ホームページにて公開するほか、セミナーや記者懇談会を通じて広く配布しています。具体的には、CFA Magazine各号より興味深い記事を取り上げ、要約翻訳を隔月発行のニュースレターに掲載しています。また、世界における株主権の現状、取締役の専門性、アジア太平洋地域のREITガバナンスに関するレポートなどは、一部のメディアでも採り上げられ、関連記事や当協会関係者による寄稿にもつながっています。

こうした翻訳活動にご協力いただける方を引き続き募集しております。ご関心のある方は、以下リンクより翻訳グループまでご連絡ください。

http://www.surveymonkey.com/s/9SGJ7Y7

ご連絡いただいた方には、担当者より今後の予定その他の詳細をご連絡させていただきます。

Translator

CFA Society of Japan, Inc. regards communication in Japanese instrumental for our mission to lead the investment profession by setting the highest standards of ethics and professional excellence and advancing the financial market integrity locally in Japan. Translation Group translates CFA Institute publications including Code of Ethics and Standards of Professional Conduct, research and position papers and other periodicals. These materials are made publicly available via our website and also broadly distributed at seminars or press conferences.  More specifically, the group translates and summarizes several interesting articles from CFA Magazine and publishes them via our bi-monthly Newsletter. Also, “Shareowner Rights across Markets: A Manual for Investors”, “The Corporate Governance of Listed Companies: A Manual for Investors”, “Director Professionalism: A Review of Director Training Programs in Asia-Pacific”, Asia-Pacific REITs – Building Trust through Better REIT Governance” drew attention of media, leading to further discussion in related articles or interview with CFA Japan personnel.

We welcome new active and dedicated volunteers who can help these translation activities.  If you are interested, please contact us via http://www.surveymonkey.com/s/9SGJ7Y7

 

 Wealth Management Forum

Wealth Management Forum(WMF)は CFA Japan の活動の一環として2008年に、組成されました。
ビジョンおよびミッションは以下の通りです。
 

WMFのビジョン

私たちは、一般生活者たる個人が豊で幸せな人生を送るための一助となるために、資産運用に必要な知識と実践の普及に努めます。

 

WMFのミッション

  私たちはグローバルな証券分析と資産運用のプロとして、個人が投資を行なう上で役立つ知識と実践の方法を提供します。

● 私たちはCFAとしてグローバルな最先端の知識を個人投資家が理解できるような形で提供します。

  私たちは個人金融資産が効率的に活用されることが、日本にとって重要な戦略であると考えます。

● 私たちはビジョンを達成するために長期的な努力と継続的な活動を続けます。

● 私たちはCFA協会および日本CFA協会の一員として、CFAの歴史、知識、グローバル性、倫理を尊重し、誇りをもって活動をします。

● 私たちは日本におけるウェルス・マネジメント分野の真のオピニオン・リーダーとなることを目指します。

 
原則、毎月第二月曜の午後6時半~8時半まで、書籍の輪読と自由討議を行ないます。
いつも時間が足りなくなるほど活発な意見がでます。参加希望の方は CFA Japan 事務局までお申し出てください。

 Continuing Education

CFA Japan encourages members to participate in this voluntary program. We offer high-quality, unbiased, and relevant education that professionals need to compete in today’s industry. More information on CE Program can be found here.

Our flagship educational event, in partnership with three universities approved as CFA Program Partners, is CFA Japan Program Partner Joint Conference. We present exceptional speakers through CFA Institute’s Speaker Retainer Program, together with luminaries from Japan to address topics of interest to the broad investment community.

For more on CFA Program Partners, please see here.

Volunteers are welcome to help organize this conference. It is a great way to meet interesting speakers from abroad and Japan, as well as to meet colleagues who are dedicated to presenting quality educational events.

 University Liaison Committee

The university liaison committee was established in April 2008, aiming at broadening public awareness among university community, increasing the number of future candidates/members, and constructing close relationship with academics to cooperate in research area through various activities, eg. Investment Research Challenge, university visits, and collaboration with CFA Program Partner universities.

Investment Research Challenge
The Investment Research Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together in Japan for a real world competition.  
 

CFA Japan hosts this competition in conjunction with the participating universities. The universities assemble teams of 3-5 business and finance students who work directly with a company in researching and preparing a company analysis.

The team’s final presentations are evaluated by high-profile panels of heads of research, portfolio managers, and chief investment officers from Japan’s top firms.  

The champion from Japan advances to regional competitions in Asia. To find out more about the event, please see                            

http://www.cfainstitute.org/partners/girc/Pages/index.aspx

University Visit
To broaden public awareness of CFA Program, CFA Institute and CFA Society of Japan, we regularly contact university professors to obtain opportunities to directly speak to students about CFA.  Investment Research Challenge is a very strong “product” for us to maintain good relationship with university faculties.

Collaboration with CFA Program Partner
Please see Continuing Education section described above

 Advocacy Committee

The advocacy committee in Japan was established in the fiscal year starting in fall 2008 in order to strengthen activities going forward. Advocacy is one important area where volunteers get together and work towards raising the value of the CFA charter by engaging in a variety of activities such as relationship building with other institutions.

The basic goals for advocacy efforts are to promote issues important to our members, our organizations, and the global financial markets. We do so by informing decision-makers so they understand both the issue and our point of view. We also try to encourage decision-makers to take action and make changes - or not.

As committee members we welcome anyone of our members who cares about the global investment profession, and who has a passion for improving the system and effectively representing our profession.

In concrete terms we are trying to do the following:

  • Identify issues which need solutions
  • Gather member input on issue
  • Communicate to members about positions/results
  • Communicate to industry & public about positions

 Board of Directors

The activities of The CFA Society of Japan Inc.(CFA Japan) are exercised under the authority of CFA Japan Board of Directors. The Board of Directors allows certain functions, with Board oversight, to be performed by the executive officer and staff of CFA Japan (or committees formed by the Board). The Board is the highest governing authority of CFA Japan.

Roles and Responsibilities 

  • Establishing the basic policies of CFA Japan and reviewing any proposed changes to them
  • Shaping and clarifying the mission and vision of the society
  • Shaping, approving and monitoring the strategy of the society
  • Monitoring the organizational performance of CFA Japan and ensuring accountability
  • Reviewing and approving the organization's financial objectives, budget, and major financial plans and actions
  • Enhancing the reputation of the organization
  • Promote positive working relationship and communications with members, candidates, other societies, and CFA Institute

 Overview of Board Member Commitment

Each member is elected by the CFA Japan membership for a one year term from 1 October to 30 September. The Board has eleven meetings a year. Minimum attendance requirement is set for board members. In addition to membership on the Board, selected members may be assigned a chair function of a committee for the society. These committees may meet in addition to board sessions. The frequency of the committee meetings vary according to the function of the committee.

Additional information about CFA Japan Board may be found at:

Leadership Information

     


Copyright ©2012 CFA Institute | Copyright ©2012 CFA Society of Japan | All Rights Reserved. 
Terms and Conditions | Privacy Policy