CFA Newsletter June 2

Did you know? The Second Quarter 2017 issue of Financial Analysts Journal is now available. Mother’s Day Classic - CFA ...

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Did you know? The Second Quarter 2017 issue of Financial Analysts Journal is now available.

Mother’s Day Classic - CFA Society Melbourne Sponsorship CFA Melbourne Society recently supported the Mother’s Day Classic on the 14th of May.

CFA Welcomes Near Gender Parity Amongst Candidates Sitting For Exams in Australia - Sydney, 29 May 2017 Desired 30 per cent outcome of women in investment management a step closer to reality CFA Societies Australia, member societies of CFA Institute, the global

We sponsored the trophy for best team from a corporate, agency or department who participated in the Mother’s Day Classic. Members Equity was the winning team of this category on the day, and received the trophy from CFA Melbourne President, Graeme Bibby. Upcoming Events Fixed Income, Cash and Currency Forum 25 - 26 July 2017 In 2017, the Investment MagazineFixed Income, Cash and Currency Forum (July 25– 26, RAVC Healesville, VIC) returns for a third year. As a media partner of Investment Magazine, CFA members are entitled to complimentary registration (save $599). The Forum will explore how asset owners should position their fixed income portfolios in an environment where central banks seem to have lost their ability to influence, reflation

association of investment professionals, today noted that the ratio of female and male exam candidates was now close to 50 per cent. Amongst new candidates sitting for exams in December 2016, 46 per cent were women and 54 per cent were men. Female candidates returning to re-sit exams accounted for 44 per cent of total candidates. Read the rest of the article here.

CFA Melbourne Running Shirts For Run Melbourne On 30th July

abounds and regulation and tax are changing. Hear from more than 30 acclaimed speakers, including Vincent Reinhart, chief economist, Standish (US); AFR contributing editor, Christopher Joye; and Satyajit Das, author, former banker and corporate treasurer, who is renowned for being one of the first commentators to anticipate the headwinds that eventually led to the global financial crisis and subsequent economic problems. Use discount code “CFA” when registering to access complimentary registration.

Run Melbourne is on again on the 30th of July, with a 5, 10 and 21 km race to choose from. You have the opportunity to show the CFA Melbourne colours with a custom printed 2XU running tee-shirt or singlet. Be quick to buy one of our limited ‘run’ at a discounted members' price of $20 for a men's or women's t-shirt or singlet. The design was on display at our last Networking Drinks. Contact [email protected] to check your size availability and arrange pickup in the Melbourne CBD.

CFA Institute Launches Asia-Pacific Research Exchange - Sydney 22 May 2017 Open platform facilitates more-informed investment decisions; increases transparency and efficiency of regional capital markets; delivers Asia-Pacific-focused research and insights.

Save the Date: 2017 Australian Investment Conference - Melbourne Join us Wednesday, 1 November at the 2017 CFA Australia Investment Conference for an insightful agenda that seeks to examine capital market structures and how they can be strengthened. How can new technology and ways of connecting participants help improve transparency and information flow, and work to build the markets of the future? How can policy help to shape fair and efficient marketplaces for the allocation of capital? What balance of regulation and experimentation will drive innovation and improve outcomes for investors? CFA Institute conferences are recognised as a cutting-edge platform for thought leadership in the investment and financial services industries. At our 2017 Australia Investment Conference:

CFA Institute (CFA®) has announced the launch of the AsiaPacific Research Exchange (ARX), a new open-access hub and community by and for finance professionals looking for research on investment practices in Asia Pacific. The site has been in beta-testing for more than a year and is now home to more than 2,500 articles and research papers. ARX is open to:



Global and regional investment professionals looking for Asia-Pacific finance and investment management trends or



to learn more about Asia-Pacific financial markets Practitioners who want to raise their profile as industry



experts Academics seeking to share theories and receive feedback



from practitioners Governments and regulators looking for insight into what



makes capital markets function best Journalists seeking credible sources and commentary for news and stories

Read the rest of the article here.

Membership Renewals For 2017-18 Membership of the CFA Institute and CFA Society Melbourne for the 2017-18 year are due



Meet a wide range of both Australia-based and international investment peers, with networking opportunities during and after the conference Refresh and hone your skills with new ideas and research on a full range of investment topics CFA members can earn CFA Institute Continuing Education (CE) credits. Qualifies for 6 credit hours.

on 15 July 2017. If you haven’t already, renew now to keep benefiting from membership of the Institute and your local society.

This is a must-attend event if you want to stay ahead of the game, so please save the date in your diaries.

Regular or Affiliate member now is the time. More information on membership requirements and how to join is available on





For more information please visit cfaconference.org.au. For sponsorship information or other general enquiries please contact Tamzine Walshe at [email protected] to discuss further.

CFA Exam Access Scholarships The CFA Program Access Scholarship is a needs-based opportunity for those unable to afford the full price of the enrollment and registration fees. The Access Scholarship online application period is from 1 March – 15 September 2017, for exams offered in 2018. Click here to find out more. Which CFA Institute Program Is Right For Me? The three CFA Institute programs - CFA, Investment Foundations (formerly Claritas), and CIPM - provide

Membership of the CFA Society of Melbourne provides an annual saving of over $300 (compared to non-member rates) on monthly professional development seminars to help you keep pace with the constantly evolving investment industry, quarterly networking to connect with peers as well as discounted access to workshops and conferences. Once you’ve renewed look out for an email from [email protected] with instructions on how to claim your CFA Charterholder badge to share on social media. CFA Institute and society memberships run from 1 July to 30 June and aren’t pro-rated, if you’re thinking about joining as either a

our website.

CFA Level I December 2017 Exam - Registration Enroll in the CFA Program to begin earning the Chartered Financial Analyst® (CFA) credential, the most respected and recognized investment management designation in the world. A one-time program enrollment fee (USD 450) is required when you register for your first Level I CFA Program exam. You must also pay the exam registration fee: Standard Registration (ends 16 August 2017) : USD 930 Late Registration (13 September 2017): USD 1380 Click here for more payment and registration details.

CFA Australia @CFASocietiesAus 19/06/2017 #Retirees are entitled to clear accountability on fees, says @Paul_Smith http://cfa.is/2rxXt5m via @FT (Subscription) # CFAdifference CFA Australia @CFASocietiesAus 19/06/2017 Customers looking for a truly trustworthy adviser should first look for competence http://cfa.is/2roqiBk via @CNBC CFA Australia @CFASocietiesAus 18/06/2017

varying levels of education for investment professionals. To help potential candidates determine which program is best for them, download Factsheet Subscribe Your friends and colleagues are most welcome to subscribe to the CFA Society Melbourne Newsletter

#Investors should demand standardized information to combat #climate risks, urges James McIntire http://cfa.is/2rjs8kT via @thehill