CFA Society East Africa

CFA Society East Africa The CFA Society East Africa serves its members by providing a regional forum for the discussion of i

CFA Society East Africa is proud to have contributed to the latest edition of FinWise Exchange.In "Investing in Africa: ...
26/08/2026

CFA Society East Africa is proud to have contributed to the latest edition of FinWise Exchange.

In "Investing in Africa: Building Capital Corridors," our team explores why, despite African financial institutions collectively overseeing more than USD 4 trillion in assets, businesses, homeowners, and infrastructure projects still struggle to access financing. The piece argues that Africa's real challenge is no longer capital accumulation; it is capital transmission, and lays out what it will take to build the infrastructure, institutions and investment vehicles needed to move savings into productive investment.

Huge thanks to our contributing authors:
Carlos D'Sa, Senior Associate, Advisory & Research, iTrust Finance Limited
Syahira Zakirin, CFA, Head of Asset Management, Rwanda Social Security Board Official
Joseph (Joe) Okello,FMVA, Director, SOKA Capital Ltd
Brian Kanga, Senior Associate, Advisory & Research, iTrust Finance Limited
Florence K., CFO, Smart Flow Metering Africa
M***a Ambika, Financial Analyst, Bank of Tanzania
Millicent Nyuguto, Research Analyst, Kestrel Capital (EA) Ltd
Wamboga Elvis, Investment Associate, Britam Asset Managers
Cecilia Mwanyika, Analyst, Revenue Assurance, Stanbic Bank Tanzania
Olivier AYUBUSA, PMP®, M.Sc, Project Manager, Rwanda Energy Group (REG) Ltd
Urbanus Sila, Accountant, Savannah Global Health Institute (SGHI)

Read the full piece in FinWise Exchange Edition 4: https://finwiseexchange.com/4th-edition/

From Candidate to Charterholder: Part 1, featured in the Weekend Monitor.Pauline Arigye, CFA, Partner at Curium Advisors...
24/08/2026

From Candidate to Charterholder: Part 1, featured in the Weekend Monitor.

Pauline Arigye, CFA, Partner at Curium Advisors, and Diana Nthiwa, CFA, Investment Analyst at Mayfair Asset Managers, share their experiences of navigating the CFA Program, from preparing for the exams to earning the charter.

The conversation from our From Candidate to Charterholder Series has now been featured in the Weekend Monitor, highlighting the discipline, preparation, and commitment behind their journeys.

Read the full feature, “What it takes to pass CFA exams,” by Deogratius Wamala.
Watch the webinar recording: https://youtu.be/Y4L9v2Ko62Y

We are excited to welcome Sharon Njeri, Regional Finance and Administrative Officer, to CFA Society East Africa.Sharon b...
20/08/2026

We are excited to welcome Sharon Njeri, Regional Finance and Administrative Officer, to CFA Society East Africa.

Sharon brings over four years of experience in financial management and administrative support, with a strong focus on accountability, efficiency, and continuous improvement.

We look forward to the expertise and impact she will bring to the team. Welcome, Sharon!

Asset management is one of the most sought-after career paths in finance, and one of the least understood by professiona...
20/08/2026

Asset management is one of the most sought-after career paths in finance, and one of the least understood by professionals trying to break into it.

It's not just picking stocks. Asset managers research markets, construct portfolios, manage risk, report to clients, and operate under fiduciary obligations that put client outcomes above everything else.

In East Africa the industry is growing; pension funds are deepening, private wealth is expanding, and institutional mandates are becoming more sophisticated. The professionals who understand how asset management works from the inside will have a significant advantage as that growth continues.

The CFA Program is the most direct route to building that understanding.

cfainstitute.org/programs/cfa-program

Ready to take your first step into the global world of finance? 📈The CFA Institute Investment Foundations Certificate is...
19/08/2026

Ready to take your first step into the global world of finance? 📈

The CFA Institute Investment Foundations Certificate is a self-paced, online program designed to build foundational knowledge of the investment industry, with full-time student pricing at just $79.

Start building your investment knowledge today.

🔗 Learn more: cfainstitute.org/discover/investment-foundations-certificate-students

The 7 Habits of Highly Successful Charterholders: Timeless Principles in Modern MarketsMember-exclusive webinar📅 25 Augu...
18/08/2026

The 7 Habits of Highly Successful Charterholders: Timeless Principles in Modern Markets

Member-exclusive webinar

📅 25 August 2026
⏰ 11:00 AM ET | 4:00 PM BST | 6:00 PM EAT

Strong careers are built on more than market knowledge.

Join for this member-exclusive webinar exploring how proven habits of effectiveness can help investment professionals improve leadership, strengthen relationships, and make better decisions under pressure.

🎓 Earn 1 Professional Learning (PL) credit

🎙 Speaker & Moderator:
• Victoria Roos Olsson
• Liz DeFreitas

🔗 Register today: https://bit.ly/4ezmvsl

Last chance! If you haven’t renewed your membership with CFA Society East Africa, your membership will lapse soon! Renew...
17/08/2026

Last chance!

If you haven’t renewed your membership with CFA Society East Africa, your membership will lapse soon! Renew by 31 August to stay part of our local investment community and keep access to the benefits that give you an edge.

Renew now: https://membership.cfainstitute.org/managemembership?event=Login

If you're building toward a career in finance, or working alongside investment professionals and want to speak the langu...
14/08/2026

If you're building toward a career in finance, or working alongside investment professionals and want to speak the language fluently, this is where to start.

CFA Institute's Investment Foundations Certificate gives you a comprehensive grounding in the investment industry: how financial markets work, what the key instruments are, how portfolios are constructed, and what ethical standards underpin the profession.

And right now, for candidates in Africa, it's available for just $79.

👉 cfainstitute.org/programs/investment-foundations-certificate

CFA Society East Africa is inviting industry professionals to support the 2026/27 CFA Institute Research Challenge as:In...
13/08/2026

CFA Society East Africa is inviting industry professionals to support the 2026/27 CFA Institute Research Challenge as:
Industry Mentors – Guide students and provide industry perspective.
Graders – Review and score student equity research reports.
Judges – Evaluate student presentations and participate in Q&A.

Share your expertise and help shape the next generation of investment professionals.
Interested in volunteering?

Register here: https://forms.gle/mcUpZw34poHUPRYP6
Deadline: 30th September 2026

Best wishes to all our candidates sitting their CFA Program exams this August.
13/08/2026

Best wishes to all our candidates sitting their CFA Program exams this August.

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