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 CFA Society of Japan

CFA Society of Japan relies on its members to fulfill its mission. We have established the following committees to provide leadership and in conducting the activities of the society. Volunteer committee members serve an invaluable resource for the society on many matters, including advocacy, continuing education (conference), wealth management, and university outreach. We encourage you to explore the opportunities below. If you are interested in getting involved, or simply have some questions, please contact the society at info@cfaj.org. We look forward to meeting more dedicated volunteers! 

 Program Committee

日本CFA協会では、会員向けのセミナーの企画、運営に参加するボランティアを募集しています。会員の継続的教育の支援を目的として、内外の金融・資本市場参加者や学識者などのスピーカーを招いて、最新の金融理論や市場動向の分析などについて講演をしていただきます。こうしたセミナーの企画、運営への参加、スピーカーやメンバーとの交流を通じて、皆さんの関心ある分野について一層理解を深め、さらにネットワーキングの機会としても活用していただくことが可能です。

CFA Society of Japan Program Committee is soliciting volunteers to help plan and manage seminars for members. The objective is to assist with the continuing education needs of our members by identifying and inviting prominent practitioners and academics. Program Committee will provide volunteers with the opportunity to deepen their knowledge in the field of their interest, and establish network among colleagues with similar interest.

 Wealth Management

Wealth Management Forum(WMF)は CFA Japan の活動の一環として2008年に、組成されました。
ビジョンおよびミッションは以下の通りです。
 

WMFのビジョン

私たちは、一般生活者たる個人が豊で幸せな人生を送るための一助となるために、資産運用に必要な知識と実践の普及に努めます。

 

WMFのミッション

  私たちはグローバルな証券分析と資産運用のプロとして、個人が投資を行なう上で役立つ知識と実践の方法を提供します。

● 私たちはCFAとしてグローバルな最先端の知識を個人投資家が理解できるような形で提供します。

  私たちは個人金融資産が効率的に活用されることが、日本にとって重要な戦略であると考えます。

● 私たちはビジョンを達成するために長期的な努力と継続的な活動を続けます。

● 私たちはCFA協会および日本CFA協会の一員として、CFAの歴史、知識、グローバル性、倫理を尊重し、誇りをもって活動をします。

● 私たちは日本におけるウェルス・マネジメント分野の真のオピニオン・リーダーとなることを目指します。

 
原則、隔月第二月曜の午後6時半~8時半まで、書籍の輪読と自由討議を行ないます。
いつも時間が足りなくなるほど活発な意見がでます。参加希望の方は CFA Japan までお申し出てください。

 Continuing Education

CFA Japan encourages members to participate in this voluntary program. We offer high-quality, unbiased, and relevant education that professionals need to compete in today’s industry. More information on CE Program can be found here.

Our flagship educational event, in partnership with three universities approved as CFA Program Partners, is CFA Japan Program Partner Joint Conference. We present exceptional speakers through CFA Institute’s Speaker Retainer Program, together with luminaries from Japan to address topics of interest to the broad investment community.

For more on CFA Program Partners, please see here.

Volunteers are welcome to help organize this conference. It is a great way to meet interesting speakers from abroad and Japan, as well as to meet colleagues who are dedicated to presenting quality educational events.

 University

The university liaison committee was established in April 2008, aiming at broadening public awareness among university community, increasing the number of future candidates/members, and constructing close relationship with academics to cooperate in research area through various activities, eg. Investment Research Challenge, university visits, and collaboration with CFA Program Partner universities.

Investment Research Challenge
The Investment Research Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together in Japan for a real world competition.  
 

CFA Japan hosts this competition in conjunction with the participating universities. The universities assemble teams of 3-5 business and finance students who work directly with a company in researching and preparing a company analysis.

The team’s final presentations are evaluated by high-profile panels of heads of research, portfolio managers, and chief investment officers from Japan’s top firms.  

The champion from Japan advances to regional competitions in Asia. To find out more about the event, please see                            

http://www.cfainstitute.org/partners/girc/Pages/index.aspx

University Visit
To broaden public awareness of CFA Program, CFA Institute and CFA Society of Japan, we regularly contact university professors to obtain opportunities to directly speak to students about CFA.  Investment Research Challenge is a very strong “product” for us to maintain good relationship with university faculties.

Collaboration with CFA Program Partner
Please see Continuing Education section described above

 Advocacy

The advocacy committee in Japan was established in the fiscal year starting in fall 2008 in order to strengthen activities going forward. Advocacy is one important area where volunteers get together and work towards raising the value of the CFA charter by engaging in a variety of activities such as relationship building with other institutions.

The basic goals for advocacy efforts are to promote issues important to our members, our organizations, and the global financial markets. We do so by informing decision-makers so they understand both the issue and our point of view. We also try to encourage decision-makers to take action and make changes - or not.

As committee members we welcome anyone of our members who cares about the global investment profession, and who has a passion for improving the system and effectively representing our profession.

In concrete terms we are trying to do the following:

  • Identify issues which need solutions
  • Gather member input on issue
  • Communicate to members about positions/results
  • Communicate to industry & public about positions

 Board of Directors

The activities of CFA Society of Japan (CFA Japan) are exercised under the authority of CFA Japan Board of Directors. The Board of Directors allows certain functions, with Board oversight, to be performed by the executive officer and staff of CFA Japan (or committees formed by the Board). The Board is the highest governing authority of CFA Japan.

Roles and Responsibilities 

  • Establishing the basic policies of CFA Japan and reviewing any proposed changes to them
  • Shaping and clarifying the mission and vision of the society
  • Shaping, approving and monitoring the strategy of the society
  • Monitoring the organizational performance of CFA Japan and ensuring accountability
  • Reviewing and approving the organization's financial objectives, budget, and major financial plans and actions
  • Enhancing the reputation of the organization
  • Promote positive working relationship and communications with members, candidates, other societies, and CFA Institute

 Overview of Board Member Commitment

Each member is elected by the CFA Japan membership for a one year term from 1 October to 30 September. The Board has eleven meetings a year. Minimum attendance requirement is set for board members. In addition to membership on the Board, selected members may be assigned a chair function of a committee for the society. These committees may meet in addition to board sessions. The frequency of the committee meetings vary according to the function of the committee.

Additional information about CFA Japan Board may be found at:

Leadership Information

     


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