April 2025
Dear Valued Member,

CFA Society South Africa is seeking an innovative and dynamic Chief Executive Officer (CEO) to lead the organization into its next phase of growth and impact. As a valued member of our community, you understand the importance of ethical leadership and professional excellence in the investment industry. If you are looking for an opportunity to take on a leadership role that shapes the future of the profession, this could be the right fit for you.

With over 2000 members and as one of the 20 largest Societies of CFA Institute globally, CFA Society South Africa plays a vital role in connecting investment professionals, promoting industry best practices, and fostering knowledge-sharing. Now, we are looking for a leader to drive our mission forward.
If you have leadership experience in financial services, a strong understanding of the investment industry and an interest in advancing the profession, we encourage you to explore this role.
As CEO you will:
• Implement the Society’s strategic vision
• Act as the face of CFA Society South Africa, strengthening its industry presence
• Build relationships with regulators, employers, and key stakeholders
• Oversee impactful events, thought leadership initiatives, and member engagement
• Drive financial sustainability through sponsorships and partnerships
• Lead and develop a high-performing team

If this opportunity interests you, or if you know someone who would be a great fit, we invite you to
Learn more

PAST EVENTS

We were delighted to be part of the 11th Annual Global Ring the Bell initiative, in collaboration with the following Stock Exchanges; Johannesburg Stock Exchange, Botswana Stock Exchange, Namibian Stock Exchange, Zimbabwe Stock Exchange, and Malawi Stock Exchange.

These inspiring events brought together women from across the financial services industry to champion gender equality and drive meaningful change.

 
     
ONLINE CPD PROGRAMME EVENTS   DRIVING A RESPONSIBLE INVESTMENT
INDUSTRY
     
Financial Fraud and Social Engineering Workshop

CFA Society South Africa in collaboration with Investec Private Banking invites you to an insightful webinar, Financial Fraud & Social Engineering featuring Kevin Hogan, who manages Fraud Risk for Private Bank at Investec and brings extensive experience in tackling online fraud threats.

This session is essential for professionals looking to safeguard their financial and personal information against evolving threats.

Don’t miss this opportunity to enhance your fraud awareness and protection strategies.

9 April 2025
11h00
1 CPD Point

REGISTER HERE

CFA Society South Africa panel discussion in collaboration with EBnet (“The digital news platform serving the retirement industry stakeholders”)

CFA Society South Africa in collaboration with EBnet invites you to a panel discussion on Sustainable & Impact Investing, Real Impact in a Real World. Join us for an engaging panel discussion with experts, Sonja Saunderson, Chief Investment Officer EPPF, Oyena Mtuzulu, Head of Credit & ESG Analyst at Terebinth Capital and moderator Nathalie Burrows, Editor at Ebnet who will explore how impact-driven investments go beyond financial returns. Learn how these investments create sustainable jobs, promote financial inclusion, and contribute to a healthier planet—all while delivering strong financial performance. Discover why impact investing is not just a trend but a powerful strategy for long-term value and positive change.

16 April 2025
13h00 (SAST)
A CPD Programme Event

REGISTER HERE

  GIPS Webinar Series & Workshop
Part 2 - Enhancing Trustee Governance with GIPS and Ethical Practices


Join Chris Lourens, a seasoned management consultant with an impressive 30-year tenure in the financial markets, including 24 years of practical experience with the Global Investment Performance Standards (GIPS), who will explore the role of GIPS in comparing investment managers and ensuring transparency. He will delve into how GIPS compliance enhances comparability, builds trust, and promotes accountability in performance reporting. Additionally, he will discuss the ethical considerations and governance best practices for trustees, emphasising the importance of fiduciary duties and the application of the CFA Institute Pension Trustee Code of Conduct.

29 May 2025
13h00
1 Ethics and Practice Standards CPD Point

REGISTER HERE

Save the Date - In person workshop Practical Applications of GIPS and Private Market Valuation

Provide practical tools and case studies on GIPS applications, focusing on AI, performance attribution, and private market valuation.

July 2025
In-person
Johannesburg
A CPD Programme Event

UPDATES

2025/2026 CFA INSTITUTE LOCAL UNIVERSITY RESEARCH CHALLENGE
Support the next generation of investment professionals by sharing your expertise as a Mentor or Grader for this prestigious competition. Not only will you play a key role in shaping future talent, but you’ll also earn valuable Professional Learning (PL) Credits.Contact Lucille Smit at info@cfa.ac.za for more details.

BUILD YOUR CPD PORTFOLIO
Catch up on a variety of quality recorded CPD online content you may have missed on our dedicated channel on Asset TV S.A. Build your CPD portfolio for free. Click here

CONNECT

For further information and enquiries, contact Thando Mlambo
CFA Society South Africa Operations Manager
admin@cfa.ac.za

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