CFA Society South Africa 4th Annual Ethics Challenge for Investment Professionals in Southern Africa


Driven by CFA Institute the Ethics Challenge is an annual competition for CFA charterholders and other investment industry professionals who will analyse a case study which contains a variety of ethical dilemmas. The Challenge is designed to increase the knowledge and awareness of ethics and ethical principles amongst industry professionals. 

We believe that the Ethics Challenge will help to transform participants into future leaders, as it focuses on the following developmental goals:

Help participants gain ethical decision-making experience.

Expose participants to real-world ethical dilemmas.

Extend participants' professional networks.

Provide participants a platform to discuss and debate the importance of ethics.

How It Works:

Interested  CFA charterholders and other investment industry professionals in SADC are required to complete the assessment quiz

The Top 25 registered participants from the assessment quiz will be randomly balloted into 5 teams of 5 members.

On commencement, each Team will have six (6) weeks to prepare their presentations to present to a panel of judges at the final on the 24th of July 2024.

We invite you to be a part of the virtual final and watch 5 teams present their findings of unethical practices on the case study to a panel of judges.

24 July 2024
17h30 (SAST)
An Ethics and Standards CPD Event

Register here

The 5 Judges

Jon Stokes

Director, Professional Standards at CFA Institute



Carmen Forster, CFA

General Manager: Claims & Operations for the Old Mutual Short-Term Insurance Company (Namibia) Ltd.


Aubrey Chewe, CFA

Professor at Arthur Portland College



Byron Jankeeparsad, CFA
Financial Sector Analyst at FirstRand Group


One Elsie Giddie, CFA
Portfolio Manager at Novare Investment Solutions


The 5 Teams