NEWSLETTER July 2019 Complete our society survey and you could attend our Gala Forecast Dinner for free! Pictured: Professor Meir Statman is the keynote speaker at the forecast dinner. His research focuses on behavioral finance. His most recent book is “Finance for Normal People: How Investors and Markets Behave”. Paul Richardson, CFA Society New Zealand Director, gives an update on his membership portfolio Dear members For CFA charterholders, it’s time for membership renewal. As a charterholder since 1998 I can attest that the qualification and membership has been a huge benefit to me over the years, for enhancement of technical skills, global industry networking and the focus on lifting professional standards by putting investors first. I’d like to remind members that a large part of the annual fees goes to the Institute. The CFA Society New Zealand board strive to make your local membership value for money. We undertake a range of initiatives, including speaker lunches, networking and ethics events; advocacy functions; candidate support; promoting the CFA designation to employers; and
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NEWSLETTERmembership portfolio Dear members For CFA charterholders, it’s time for membership renewal. ... Edwin J. Elton, Martin J. Gruber, and Andre de Souza ǀ CFA Institute .
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NEWSLETTER
July 2019
Complete our society survey and you
could attend our Gala Forecast Dinner
for free!
Pictured: Professor Meir Statman is the
keynote speaker at the forecast dinner.
His research focuses on behavioral
finance. His most recent book is “Finance
for Normal People: How Investors and
Markets Behave”.
Paul Richardson, CFA Society New Zealand Director, gives an update on his
membership portfolio
Dear members
For CFA charterholders, it’s time for membership renewal. As a charterholder since 1998 I can
attest that the qualification and membership has been a huge benefit to me over the years, for
enhancement of technical skills, global industry networking and the focus on lifting professional
standards by putting investors first.
I’d like to remind members that a large part of the annual fees goes to the Institute. The CFA
Society New Zealand board strive to make your local membership value for money. We
undertake a range of initiatives, including speaker lunches, networking and ethics events;
advocacy functions; candidate support; promoting the CFA designation to employers; and
raising brand awareness through activities such as the conference.
The upcoming CPD offering, using LinkedIn Learning will be another benefit for members.
We’re continuing to grow and it’s great to be celebrating the milestone of 500 members (see
you in Wellington 12 August). The Associate Membership is an important part of this growth
and achieving our mission. More than one third of society members are under the age of 35
and this young membership has huge potential to lift professional standards in New Zealand,
and membership can provide a steppingstone for those wishing to pursue their careers
overseas.
Our survey enables you to voice your thoughts on where you’d like us to head as a society. If
you’re under 35, are we meeting the needs of your demographic? Please take the time to
complete the survey so we have your views on what we do well and what we should be doing
better.
We value your membership and thank you for you supporting CFA Society New Zealand.