What’s New for Members?

Career Showcase

Visit our Career Showcase to learn about CFA Charterholders career journeys.

Exam Updates

The COVID-19 pandemic has caused a great deal of continuing uncertainty, and with that uncertainty has come numerous challenges for our candidates and our exam administrators. At CFA Institute, we have been working diligently to turn these challenges into positive opportunities. Our plans to modernize the exam and make it more convenient and accessible for candidates around the globe have been accelerated in the face of new concerns about health and safety.

Find out more here

We’re excited to announce that as part of your Membership you have unlimited access to LinkedIn Learning, an on-demand learning solution designed to help you gain new skills and advance your career.  You will soon receive an activation email from LinkedIn.  When that email arrives, log in to your LinkedIn.com account for a customized learning experience that features instructional content relevant to your professional interests and goals.  With your LinkedIn Learning subscription you get:

  • Unlimited access. Choose from more than 5,000 video tutorials covering business, creative and technology topics.
  • Personalized recommendations. Explore the most in-demand skills based on your experience.
  • Expert instructors. Learn from industry leaders, all in one place.
  • Convenient learning. Access courses on your schedule, from any desktop or mobile device.
  • Helpful resources. Reinforce new knowledge with quizzes, exercise files and coding practice windows.

We have set up a CFA Society Australia library in LinkedIn Learning with selected content to start you off.  LinkedIn Learning, can be used for CE credits, depending on the criteria of the qualification.

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Recommended Playlists

Find high quality, engaging tutorials by area of interest.

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Advance Your Career

Use LinkedIn Learning to develop skills employers want.

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Get started today

Access thousands of online tutorials for free.

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CFA Societies Australia webinars

Our societies offer diverse programming content, including local luncheon programs that attract top industry speakers, educational and career management seminars on specialised, timely topics.
CFA Society Sydney virtual quarterley member drinks with Society leaders.

Date: Thursday, 3rd Setpember 2020
Time: 5:30pm – 8:00pm (AEST)

REGISTER

   The 9th Annual General Meeting for CFA Society Perth will be held on Thursday, 3 September 2020, followed by drinks and canapés at Aurora Rooftop Bar. 

Date: Thursday, 3rd September 2020
Time: 5:30pm  (AWST)

REGISTER

Date: Wednesday, 9th September 2020
Time: 8:00am to 9:00am (AEST)

REGISTER

    

CFA Institute webinars

Uncertainty: A life-long companion for investors and others

Date: Thursday, 3rd September 2020
Time: 7:30 to 8:30 (GMT+8)

REGISTER

   Insights into Quantitative Investing in an Evolving World

Date: Wednesday, 23 September 2020
Time: 6:30.pm to 7:30pm (HKT)

REGISTER
SPLITTING SECTORS: The At-Home Revolution Will Change Investing Strategies Forever (Not Just Because of COVID-19)

Date: Thursday, 17th September 2020
Time: 6:30pm to 7:30pm (HKT)

REGISTER

   Hunting for the Unicorns: Sovereign Funds Reshape Tech Investing

Date: Tuesday, 29h September 2020
Time: 7:30 pm – 8:30 pm HKT

REGISTER

73rd CFA Institute Annual Conference

Did you miss the 73rd CFA Institute Annual Virtual Conference? You can access all the recordings from the conference on the CFA Institute website. Click here to access the presentations.  

CFA Society Recorded Webinars

ETF Capital Markets during recent volatility, a view from the market makers and liquidity providers (57 m) Recorded on Jul 28, 2020

WATCH NOW

   The Future of Emerging Markets and the Digitral Consumer Revolution (1h 10 m) Recorded on Jul 09, 2020

WATCH NOW
2020 Investor Trust Survey: How the Australian investment management industry can earn investors’ trust. (63 m) Recorded on Jun 25, 2020

WATCH NOW

   Employment Market June 2020 (47 min) Recorded on June 5, 2020

WATCH NOW
Pandemics, Populism and Productivity, (60 min) Recorded on Jun 2, 2020

WATCH NOW

   CFA Society Sydney Opening Doors Webinar, (46m) Recorded on May 19, 2020

WATCH NOW
Positioning yourself professionally online, building presence across LinkedIn (1h 19m) Recorded on Jun 2, 2020

WATCH NOW

   Ethical Decision-Making Workshop (59m) Recorded on May 29, 2020

WATCH NOW

Working from Home

  • Resources for your new reality – Click here to read.
  • Working virtually – Click here to read.
  • Well-being and resilience – Click here to read
  • Productivity and time management – Click here to read.

Research

The investment profession stands at an inflection point, and we can’t rely on old models and maxims. CFA Institute identifies the trends and strategies shaping the future.

CFA Trust Survey Earning Investors’ Trust

Focus on Australia

Do you know what is important to Australian investors when looking for an investment firm? Find out what is importan

t and what they value. Download the CFA Institute Trust report. Read the full report.

 
    

The CFA Institute Research Foundation welcomes CFA Societies, universities, corporations, and other organizations to use our content for educational, training, and academic purposes. Let us know if you are interested in using our content for training, in a course, or during a special event. Click Here to find out how you can contribute.

CFA Institute Journal Review

CFA Institute Journal Review, formerly CFA Digest, is written by CFA Institute members for practitioners, bringing the findings of the most relevant journal articles to you in a quick, easy-to-read format.

LATEST ARTICLES

  

Enterprising Investor

Enterprising Investor is a forum for provocative and useful analysis of current issues in finance and investing.  It is gives practical analysis for investment professionals.

LATEST ARTICLES

Financial Analysts Journal

As the flagship publication of CFA Institute, the Financial Analysts Journal is the leading practitioner journal in the investment management community. Since 1945, it has advanced the knowledge and understanding of the practice of investment management through the publication of rigorous, peer-reviewed, practitioner-relevant research from leading academics and practitioners.

LATEST ARTICLES

 

Future of Finance

Future of Finance develops CFA Institute thought leadership to help shape a more trustworthy, forward-thinking investment profession that better serves society. Our focus is on opportunities for change, and our goal is to motivate and empower the world of finance to become an environment where investor interests come first, markets function at their best, and economies grow.

Here you will find resources on thought leadership and tools to promote professionals.

LATEST ARTICLES

Recently Published Research

Financial Analysist Journal,  2002,Volume 76, Issue 3

  • A Framework for Constructing Equity-Risk-Mitigation Portfolios.  Jamil Baz, Josh Davis, Steve Sapra CFA, Normane Gillmann & Jerry Tsai Click Here
  • An Empirical Evaluation of Tax-Loss-Harvesting Alpha. Shomesh E. Chaudhuri Terence C. Burnham Andrew W. Lo  Click Here

  • The Financial Analysts Journal and Investment Management, William N. Goetzmann, Click Here

  • Research Foundation Books, 6 July 2020

    • Is There a Retirement Crisis? An Exploration of the Current Debate, George A. (Sandy) Mackenzie Click Here

Research – Coming Soon 

JULY 2020
  • Stocks, Bonds, Bills, and Inflation: Summary Edition (Target: 20 July), CFA Institute Research Foundation | Summary | Authors: James P. Harrington Primary Audience: Members | Region(s): Global
  • Learning about Risk Management: Insights from Unconventional Risk-Takers (Target Release: 22 July) CFA Institute Research Foundation | Brief | Allison Schrager, Primary Audience: Investment Management Professionals | Region(s): Global
AUGUST 2020
  • Benjamin Graham, The Father of Financial Analysis (Target Release: 1 August), CFA Institute Research Foundation | Authors: Irving Kahn and Robert D. Milne, CFA Primary Audience: Investment Management Professionals | Region(s): Global
  • International Guide to Cost of Capital: Summary Edition (Target: 1 August), CFA Institute Research Foundation | Yearbook | Authors: Roger J Grabowski, FASA, James P. Harrington, Carla Nunes, Primary Audience: Senior members, Investment Professionals | Region(s): Global, Regional focus
  • The Shift from Active to Passive Investing: Risks to Financial Stability? (Target Release: 11 August) Financial Analysts Journal | Kenechukwu Anadu, Mathias Kruttli, Patrick McCabe, and Emilio Osambela (Federal Reserve Bank of Boston; Board of Governors of the Federal Reserve System; Board of Governors of the Federal Reserve System; Board of Governors of the Federal Reserve System) Primary Audience: Members | Region(s): Global
  • Impact Investing: Killing Two Birds with One Stone? (Target Release: 11 August), Financial Analysts Journal | Cornelia Caseau and Gilles Grolleau (CEREN EA 7477, Burgundy School of Business, Université Bourgogne Franche-Comté, Dijon, France), Primary Audience: Members | Region(s): Global
  • When Equity Factors Drop Their Shorts (Target Release: 18 August), Financial Analysts Journal | David Blitz, Guido Baltussen, and Pim Van Vliet (Robeco Asset Management; Erasmus School of Economics and Robeco Asset Management; Robeco Asset Management). Primary Audience: Members | Region(s): Global
SEPTEMBER 2020
  • Integrating Climate Change Analysis in the Investment Process (Target Release: September 2020) Industry Research | Author: Matt Orsagh, Primary Audience: Members | Region(s): Global
  • Artificial Intelligence in Asset Management (Target Release: September 2020), CFA Institute Research Foundation | Literature Review | Author: Söhnke M. Bartram, Jürgen Branke, and Mehrshad Motahari (Centre for Economic Policy Research (CEPR), London, UK, and University of Warwick; Warwick Business School; Cambridge Centre for Finance (CCFin) and Cambridge Endowment for Research in Finance (CERF), Cambridge Judge Business School) Primary Audience: Investment Management Professionals | Region(s): Global
OCTOBER 2020
  • SBBI Then and Now (Target Release: 1 October 2020), CFA Institute Research Foundation | Brief | Author: Roger Ibbotson, Primary Audience: Investment Management Professionals | Region(s): Global
  • Mercer CFA Institute Pension Index (Target Release: October 2020) Future of Finance | Mercer , Primary Audience: Regulators and policymakers | Region(s): Global
  • The Future of Sustainable Investing (Target Release: November 2020), Future of Finance | Authors: Rebecca Fender, Bob Stammers, Roger Urwin Primary Audience: Members | Region(s): Global

** dates subject to change
Release Date to be Determined
  • Geo-Economics: The Interplay between Geopolitics, Economics, and Investments (Target Release: TBD) CFA Institute Research Foundation | Brief | Author: Joaquim Klement, CFA, Primary Audience: Investment Management Professionals | Region(s): Global
  • Pension Reform (Target Release: TBD) CFA Institute Research Foundation | Brief | Authors: CFA Society France Primary Audience: Investment Management Professionals | Region(s): Global
  • Market Bubbles (Target Release: TBD) CFA Institute Research Foundation | Monograph | David DeRosa, Primary Audience: Investment Management Professionals | Region(s): Global
  • APAC Market Brief (Target Release: TBD) CFA Institute Research Foundation | Brief Primary Audience: Investment Management Professionals | Region(s): APAC
  • Middle East Market Brief (Target Release: TBD) CFA Institute Research Foundation | Brief Primary Audience: Investment Management Professionals | Region(s): EMEA
  • The Incredible Upside-Down Fixed Income Market: Negative Interest Rates and Their Implications (Target Release: 2021) CFA Institute Research Foundation | Monograph | Vineer Bhansali, Ph.D.

CFA Institute Asia-Pacific Research Exchange (ARX)

Coronavirus COVID-19

The Editor’s selection of ARX posts discussing the impact of the coronavirus COVID-19 pandemic on the markets and the global economy.

 

VIEW HERE

  
Professional Learning Content

Stay competitive in the investment management industry with our collection of Professional Learning (PL) resources— including self-study and training, events, books, articles, webinars, podcasts, and more.

VIEW HERE
Refresher Readings

Stay current on what’s important in the constantly evolving investment management industry with readings taken directly from the CFA® Program curriculum. Available exclusively to members and informed by a rigorous Practice Analysis process, Refresher Readings help you see what has changed in the curriculum—and the industry—since you earned your charter.  The 2020 curriculum featured 23 new readings across five topic areas. Select a topic below to explore new and updated readings.

VIEW HERE

  
Ethical Decision Making – For investment professionals

Identify. Consider. Act. Reflect.

These steps form the foundation of the ethical decision-making framework we developed to guide investment professionals as they resolve ethical dilemmas in the best interests of their clients.  Using case studies to illustrate real-world situations, we’ve designed the online ethics course and live webinars to help you apply this framework with confidence.

VIEW HERE

CFA Institute Enterprising Investor – see the latest

Practical analysis for investment professionals.

29/07/20 – Green Shock? Stock Market Overreactions to Bad ESG News

Does investor overreaction to ESG controversies create the opportunity for abnormal returns? By Bei Cui, PhD and Paul Docherty, PhD, Click Here

  
28/07/20 – Premium Valuations of MNC Companies in India: Future Expectations

Are investors correctly pricing expected future growth in the current valuations of MNC companies and their parents? By Navin Vohra, CFA and Garima Arora.  Click Here
27/07/20 – Debt and Inflation Fears: Investing’s Obsolete Dogmas?

In economics and investing, some concepts have become indistinguishable from articles of faith.By Joachim Klement, CFA Click Here

  
22/07/20 – Gender Lens Equity Funds: The First Major Test

How did gender lends funds perform amid the pandemic and economic downturn of the first quarter? By Marypat Smucker, CFA Click Here

Take 15 Podcast hosted by Lauren Foster

Illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.

 LISTEN HERE
CFA Society Stamford – Frank Talk Podcasts

The FRANK TALK podcast series, bringing you timely conversations on business and investing with industry leaders. The series is moderated and hosted by CFA Society Stamford Board Member and Programming Chair, Frank Travers, CFA. 

LISTEN HERE
CareerCasts from CFA

These CareerCasts from CFA Institute deliver career-focused insights direct from employers who discuss the employment outlook for their industry and function, the competencies they look for and advice on career development. So whether you are looking for your first job or planning your next move, subscribe to these podcasts. Download now, listen later, reflect at leisure.

LISTEN HERE

 

About CFA Institute

CFA Institute is the global association of investment professionals whose mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Go to CFA Institute