Upcoming Events

CFA Institute Asset Manager Code Information Session

There are over 30 companies in South Africa who claim compliance with the CFA Institute Asset Manager Code. The Code is globally relevant and provides a gold standard of professional conduct-adopted by organisations around the world. By adopting and enforcing a Code of conduct for their organisations Managers demonstrate their commitment to ethical behaviour and the protection of investors’ interests.   Join Jon Stokes, Director, Professional Standards at CFA Institute and Karyn Vincent, CFA, CIPM , Senior Head, Global Industry Standards at CFA Institute, who provide an overview of the benefits and requirements for compliance with the CFA Institute Asset Manager Code of Professional Conduct, to understand how your company can adopt the AMC. This session will be moderated by Austin Chijikwa, CFA , Board member at CFA Society South Africa.

CFA Program Refresher Series Webinar - Quantitative Methodes - Time Value of Money in Finance

Presented by Russell Jude, CFA, CEO from Edge Designations who will cover the theoretical component and Munyaradzi Nyadoro, CFA, Senior Lecturer at Botswana Accountancy College who will discuss the practical components of this topic.

Zambia Event - Pension Trustee Workshop

The Zambian Chapter of CFA Society South Africa and the Pensions and Insurance Authority will host a Pension Trustee Workshop - A Primer for Investment Trustees: Understanding Investment Committee Responsibilities.

A Day in the life of a CFA Charterholders - JHB

CFA Society South Africa in collaboration with the student bodies of University of Johannesburg, University of the Wotwatersrand and the University of Pretoria will host an in-person event “A Day in the Life of a CFA Charterholder.

CFA Society South Africa - Ethical Decision Making in Investment Management

Capital market integrity relies on the ethical conduct of all participants. Although some conduct is prescribed by state and federal laws, most is left to self regulation.  Given the recent financial crisis, trust and ethical conduct, are essential to restoration of faith in the capital markets.  Investment professionals have responsibilities in this regard, but potential conflicts of interest or other gradients may obscure ethically superior decision-making. The CFA Institute’s Code of Ethics and Standards of Professional Conduct is a key component of its mission to lead the global investment profession.  It is also critical to maintaining capital market integrity and the public’s trust in the financial market. The 90 -minute interactive presentation will examine several realistic situations that challenge participants to consider courses of action that serve investor interests as well as alternatives that may appear reasonable but compromise fiduciary obligations. Hand held “polling machines” will allow individual participants to weigh-in. Presented by Michael G. McMillan, PhD, CPA, CIC, CFA and moderated by Raazia Ganie, CFA

Annual Capacity Building Workshop - Overview on Crypto Assets and Blockchain

Join Matt Hougan, Chief Investment Officer of Bitwise Asset Management who will provide an overview of crypto assets and blockchain, including the current market environment, regulatory developments, and key risks. This session will be moderated by Nerina Visser, CFA, Former President of CFA Society South Africa. 

Namibia Event - Green Industrialisation

The Namibian Chapter of CFA Society South Africa will host a thought provoking presentation by James Mnyupe, CFA, National Green Hydrogen Commissioner, on "Namibia’s prospects in green industrialization”