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Due to the retirement of two board members during 2020, the position of board chairman will become vacant (in June 2020) and we will be looking for a new general board member (as from October 2020). Are you the enthusiastic and driven candidate that we are looking for and do you wish to make a major contribution to the further expansion of our society in the years ahead? Then react to one of the vacancies


CFA Society VBA Netherlands has received accreditation from DSI as a 'Permanent Professional' trainer! By going through our MiFID II Stay Compliant education program, participants from the institutional domain can soon prove that their knowledge is up to date. Read press release.

They are obliged to do this under MiFID II, the European directive that has been in force since 2018. Anyone who professionally informs or advises clients about investing must since than meet the professional competence requirements set by ESMA. See program flyer.


CFA Society VBA Netherlands publishes annually an update of the risk standards for investments. These are the recommendations of CFA Society VBA Netherlands regarding the risk parameters to be used - standard deviations and correlations - when making a quantitative risk analysis of investment categories and investment portfolios. For the 2018 update, the historical analysis has been extended to 2017.

With this report we, as CFA Society VBA Netherlands, want to contribute to a careful selection of investment categories and the construction of investment portfolios and thus to the quality of investment services in the Netherlands.


The Ministry of Finance has issued a consultation round regarding possible new measures regarding the remuneration policy in the financial sector. We have submitted a contribution here on behalf of CFA Society VBA Netherlands - see here the consultation invitation and here our letter.
A next step is a round table discussion for which we ask our members for input for further discussion with Ministry of Finance.


CFA Society VBA Netherlands Financial Investigator Column februari 2020: Een 'level playing field' voor duurzaam beleggen is binnen handbereik

CFA Society VBA Netherlands Financial Investigator Column November 2019: Carriere als beleggingsprofessional: 5 tips voor succes

CFA Society VBA Netherlands Financial Investigator Column October 2019: GIPS-standaard nu ook voor alternatieve beleggers en pensioenfondsen

CFA Society VBA Netherlands Financial Investigator Column September 2019: Europees beleid kantelt naar hechtere unie

CFA Society VBA Netherlands Financial Investigator Column juni 2019: AI: De mens heeft de toekomst

CFA Society VBA Netherlands Financial Investigator Column mei 2019: Nieuwe generatie beleggers eist duurzaamheid

CFA Society VBA Netherlands Financial Investigator Column april 2019: De verschillende gezichten van China

CFA Society VBA Netherlands Financial Investigator Column February 2019: Moving on, from here to uncertainty

CFA Society VBA Netherlands Financial Investigator Column December 2018: Scenariodenken - wat brengt het ons? Financial Investigator December 2018 Issue.pdf

CFA Society VBA Netherlands Financial Investigator Column October 2018: Ethiek en Integriteit: ‘The Slippery Slope’ by Diederik Bertens and Vandana Doekhie Financial Investigator Column Diedrik and Vandana October 2018.pdf

CFA Society VBA Netherlands Financial Investigator Column September 2018: Bloed, zweet en tranen (van geluk) by Cees Harm van den Berg, CFA Financial Investigator Column CFAVBA Cees Harm van den Berg.pdf​ 

CFA Society VBA Netherlands Financial Investigator Column June 2018:  Purpose, Professionalism and  the Rise of Trust​ by Pieter van Putten, CFA Financial Investigator Column Pieter v Putten june 2018.pdf

FD article 16 February: Interview with CFA Society VBA Annual Dinner Speaker, Anthony Gardner FD Article from CFA VBA Annual Speaker interview 16 February.pdf

Congratulations CFA Charterholders class 2017 FD ad 15 February 2018 Congratulations Charterholders 2017.png

IEXprofs Magazine December 2017:   Jong en Oud Samen Verder IEXProfs Jacco and Alfred 7118 08-11 interview.pdf​​

 Press Releases

Accreditation from DSI for MiFID II Stay Compliant Program. Read more

More than 21,000 Candidates Complete CFA Program. Read more​ 

CFA Institute Releases 2020 Global Investment Performance Standards. Read more
Margaret Franklin, CFA, Appointed CEO and President of CFA Institute. Read more
Nearly Half of Investment Professionals Expect Their Roles to Substantially Change within the Next Decade. Read more
Interest in Pursuing the CFA Charter Grows to Record Heights, with 250,000 Candidates Registered. Read ​​more
CFA Institute to Complete Digital Transition of CFA Program Level I in 2021. Read more
Private vs publieke markten - kapitaalvorming en implicaties voor beleggers - 4 December 2018 Capital Formation Report press release_NL.pdf
EU I​nvestment professionals increasingly consider ESG factors, while opposing a European Commission mandate - 1 November 2018 The Evolving Future of Fiduciary Duty in an ESG World- a Survey of CFA Institute EU-Based Members 2018_UK (002).pdf
Close to 20,000 Candidates Pass Level III CFA® Program Exam - 28 August 2018 CFA Institute Exam Results 2018_UK.pdf​ 
Bijna 20.000 kandidaten slagen voor het Level III CFA® Program examen​ - 28 August 2018 CFA Institute Exam Results 2018_NL FINAL.pdf
Leading G7 Investors Come Together in Support of Diversity Inititative 6 June 2018 G7 Diversity Initiative_20180606_UK.pdf

The Next Generation of Trust: A Global Survey on the State of Investor Trust 28 March 2018 DUTCH CFA Institute Trust Study_20180328_NL.pdf ENGLISH CFA Institute Trust Study_20180328_UK.pdf

The CFA Institute Brexit Survey 21 March 2018 DUTCH CFA Institute Brexit Survey Results 21 maart 2018 Dutch.pdf ENGLISH CFA Institute Brexit Survey Results 21 March 2018 English.pdf

More than 29,000 Investment Professionals Worldwide Pass Level I CFA Exam 24 January 2018 01.24.18 December 2017 Exam Results Release_UK.pdf DUTCH 01.24.18 December 2017 Exam Results Release_NL.pdf

​VBA beleggingsprofessionals en CFA Society Netherlands bekrachtigen fusie  18 January 2018 Persbericht VBA-CFANL_formalisering fusie_20180118 PRESS RELEASE.pdf​​ ENGLISH  Persbericht VBA-CFANL_formalisering fusie_UK_20180118_final ENGLISH translation.pdf

Institutionele beleggingsadviseurs ESMA-proof met stichting DSI, CFA Society Netherlands en VBA beleggingsprofessionals 29 Nov 2017 Persbericht_CFAVBADSI.pdf

Europese beleggingsprofessionals verwachten dat bedrijven de kosten van research voor eigen rekening zullen nemen onder MiFID II, maar de meningen lopen sterk uiteen wat betreft prijsstelling 20 Nov 2017 MiFID press release 17 November 2017_NL.pdf
European investment professionals expect firms to absorb cost of research under MiFID II, but views range widely on pricing 20 Nov 2017 MiFID press release 17 November 2017_UK.pdf
VBA beleggingsprofessionals and CFA Society Netherlands announce intention to merge 19 September 2017 (English/Dutch) Persbericht VBA-CFANL fusieaankondiging_V4 2017 UK_clean.pdf
​​​Om in de toekomst succesvol te opereren in de beleggingsindustrie moeten bestuurders transformeren - Future State of the Investment ​Profession​ 6 April 2017 Press Release CFA report_Future State of the Investment Profession_April_6 NL.pdf