Spend an evening with world-renowned human rights barrister, academic, author and broadcaster, Geoffrey Robertson QC. Mr Robertson will host and orchestrate a discussion using a ‘hypotheticals’ format with leading Australian investors, regulators and eminent public figures. Join the founding directors and past presidents of CFA Society of Sydney for what will be an entertaining and memorable night celebrating 20 years of CFA Societies in Australia.

Register for this Event here Download the Event brochure here Event Sponsorship opportunities

CFAS Events

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Latest CFAS News

  • More than 170,000 Aspiring CFA Charterholders Sit for Exams

    June 2016: CFA Institute, the global association of investment management professionals, today announced that 172,682 candidates from 183 countries had registered for Levels I, II and III CFA exams to be administered on 4 June worldwide. This number includes more than 3,500 candidates sitting for the CFA exams across Australia.

    This year’s exams have seen an 8.5 per cent increase in registrations globally compared to June 2015. The CFA Program is considered to be the most rigorous credentialing program in the financial services industry globally.

    Mr Anthony Serhan, President CFA Society Sydney, said the CFA designation is the badge of distinction in the industry. “It represents a deep knowledge of all things investing, a commitment to ethics and a passion for always putting investors first. The CFA Institute and member Societies like ours continue to develop future professionals with high standards of competency and integrity, and with a clear understanding of the role of guardianship of money in our society.

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  • CFA Sydney - Annual Report 2014/15

            Annual Report 2014/15



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  • CFAS Charterholder Ceremony 2015 Photos

    CFAS is proud to have hosted the 2015 CFAS Charteholder Ceremony at the Ivy in December.

    New charter holders were congratulated by incoming CFAS President, Anthony Serhan and Heather Brilliant, CFA, Chief Executive Officer of Morningstar Australasia. 

    As part of the ceremony, we have taken a number of pictures and they have been uploaded to our website and these are available via the link below.

    CFAS Photo Gallery

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  • CFA launches ESG guide for investment professionals

    November 2015 : CFA Institute has added an environmental, social and governance (ESG) guide for investment professionals to its expanding library of Codes, Standards and Guidelines. The Guide was developed in response to growing interest among investment professionals to better incorporate ESG issues in investment analysis, and serves as a comprehensive introduction to ESG considerations.

    CFA Society Sydney president, Anthony Serhan , said "Awareness of ESG issues in investing from energy efficiency to employee relations to bribery and corruption has grown substantially in the last decade." Noting that how these issues impact investment management is still not well understood he added that "the Guide provides a clear explanation of ESG risks and opportunities, debunks common myths and helps investors better understand and evaluate social and environmental issues to make better decisions."

    Abstract (full paper below) : The practice of considering environmental, social, and governance (ESG) issues in investing has evolved significantly from its origins in the exclusionary screening of listed equities on the basis of moral values. A variety of methods are now being used by both value-motivated and values-motivated investors in considering ESG issues across asset classes. For investment professionals, a key idea in the discussion of ESG issues is that systematically

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  • More than 14,500 Pass Level III CFA Exam globally,

    Sydney, 12 August 2015 – CFA Societies of Australia, member societies of CFA Institute , the global association of investment professionals, today announced that 53 per cent of the 27,468 candidates who sat for the Level III CFA exam in June 2015 had passed their third and final exam . The 14,664 successful candidates will become CFA charterholders in early October, pending experience and membership requirements.

    Mr Anthony Serhan, CFA , President of CFA Society of Sydney, called on investment professionals to promote the highest standards of education and professional conduct and advocate for policy and thought leadership that benefits investors and the community at large.

    “Investors have the right to be served by ethical professionals who act as stewards of their investments,” said Mr Serhan. “As professionals and through their dedication and commitment to the CFA Program and the CFA’s Code of Standards and Ethics, today’s successful candidates join us in our pursuit to build professionalism, raise standards and prove the value of the investment profession. As an industry, we can make a difference if we all work together to nurture a culture of ethical behavior, investor protection and market integrity.”

    CFA Societies Australia - CFA Program 2015 Pass Rates Released

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  • Financial regulators ‘asking the wrong question’

    Sydney, 21 May 2015 : The focus on financial stability above all else may be leading governments and regulators to lose sight of what regulation should really be about, namely protecting investors and consumers, according to a leading global investment expert.

    Speaking yesterday at a breakfast organised by the CFA Institute as part of its ' Putting Investors First ' (PIF) month, Mr Anthony Neoh QC, SC , who is on the international advisory committee of the China Securities spoke about global trends in financial regulation, outlining a number of successful global initiatives, but also highlighting oversights by regulators that have become apparent since the global financial crisis (GFC).

    According to Mr Neoh, regulators in Australia, the United States and the United Kingdom may have different rules, but ultimately they are all working to the same template and agenda, that of the stability of the financial system. Click here for full media release.

    To see a video replay of Tony's talk, please use the link below:

    The CFA Institute's Role in the Global Agenda


    A synopsis of the talk is provided in the link below: 

    Global Trends in Financial Regulation - Synopsis of speech by Tony Neoh


    For more info on advocacy in

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  • Ethics is critical to building a world-class financial services industry

    The CFA community is a global association of over 120,000 investment professionals that sets the standard for professional excellence. We are a champion for ethical behaviour in investment markets and a respected source of knowledge in the global financial community. Our ultimate goal is to serve the greater good of the community by creating an environment where investors’ rights come first, markets function at their best and economies grow.

    In Australia, there are more than 2,200 charter holders in professional positions ranging right across our industry from fund managers and analysts to accountants and financial advisers. Our charter holders include some of the most highly-regarded members of the financial services industry in our country

    On behalf of CFA charter holders across Australia, our local societies are seeking greater engagement and partnership with regulators and government bodies across Australia. See the link below for on the recent submission to the Australian Treasury:

    Treasury Submission


    For more info on the Code of Ethics and Standards of Professional Conduct, please use the link below: 

    Code of Ethics and Standards of Professional Conduct


    For more info on advocacy in Australia, please visit the Advocacy website at: 

    CFA Societies Australia Advocacy Website


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