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26 May 2022 | Story Dr Nitha Ramnath | Photo istock

The Faculty of Economic and Management Sciences at the University of the Free State is pleased to announce its affiliation with the prestigious American-based Chartered Financial Analyst (CFA) Institute of Investment and Financial Professionals. The affiliation of the Bachelor of Commerce in Investment Management and Banking with the CFA programme demonstrates that the programme embeds a significant portion of the intensive CFA programme’s candidate body of knowledge (CBK) and standards of professional conduct. This reflects the rigour and value of our degree programme in the field of investment and portfolio management.  

“The affiliation signals to potential students, employers, and the marketplace that the UFS BCom Investment Management and Banking curriculum is closely tied to professional practice and is well-suited to prepare students for a brighter carrier in the investment field and better placed to sit for the CFA examinations,” says Dr Nico Keyser, the Head of the Department of Economics and Finance in the Faculty of Economic and Management Sciences at the UFS.
Through participation in this programme, the university is eligible to receive CFA programme student scholarships each year, thereby massively contributing to the much-needed skill set of well-grounded financial analysts who can take our financial sector to new heights.

According to Dr Keyser, aligning the UFS degree programme with the CFA curriculum will equip students with the expertise and real-world skills in investment analysis that will set them apart from other institutions and peers. “We encourage our students to pursue professional certification that distinguishes them in the market and enhances their job execution skills, innovation, and employability,” says Dr Keyser. 

The CFA programme is an international postgraduate, globally recognised professional designation offered by the American-based CFA Institute to investment and financial professionals. To become a CFA charter holder, candidates are required to pass three exam levels covering the fundamentals of investments tools, valuing assets, portfolio management and wealth planning, and acceptable work experience to obtain the Chartered Financial Analyst (CFA®) designation.   

The CFA Institute is the world's largest association of investment professionals. Members attain the prestigious designation of 'Chartered Financial Analyst', and many hold prominent roles in leading investment firms in financial centres worldwide. 

“Aligning our programme with the CFA code of ethics and standard of professional conduct sets us apart in terms of preparing graduates who are ethically grounded and ready to execute their duties in an ethical and professional manner, which is a major necessity in the financial analysis and investment field. The affiliation is part of our continued commitment to promoting the highest standards of ethics and professional excellence in our investment graduates, which is one of the tenets of the CFA curriculum in grounding investment professionals for better functioning capital markets,” adds Keyser.  


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SA-YSSP scholars attend high level colloquium with policy makers and research stakeholders
2014-02-12

From the left are: Prof Frans Swanepoel, Deputy-Director of the African Doctoral Academy, Drs Aldo Stroebel, Executive Director: International Relations and Cooperation at the National Research Foundation, Priscilla Mensah, co-director of the SA-YSSP, and Ulf Dieckmann from the International Institute for Applied Systems Analysis and Dean of the SA-YSSP.
Photo: Renè-Jean van den Berg

Scholars taking part in the 2nd Southern African Young Scientists Summer Programme (SA-YSSP), attended a one-week seminar hosted by the African Doctoral Academy at the Stellenbosch University, which concluded with a colloquium at the Stellenbosch Institute for Advanced Study.

This was part of the final leg of their three-month stay and studies at the University of the Free State.

This seminar was a capacity development intervention with the purpose of equipping SA-YSSP young scholars with the skills to communicate their research work effectively with different audiences.

The 36 scholars were hand-picked from some of the world’s most promising and top researchers to take part in the novel three-month programme for advanced doctoral candidates. Their research interests closely aligned with the Department of Science and Technology’s (DST) grand challenges and the International Institute for Applied Systems Analysis’ (IIASA) current research programmes regarding global environmental, economic and social change.

The SA-YSSP is an initiative that contributes to the establishment, growth and enhancement of high-level strategic networks internationally. At the same time it develops capacity in systems analysis at the PhD and supervisory levels through research conducted in the areas of the Department of Science and Technology’s (DST) grand challenges.

At the colloquium, students were expected to showcase their work and research according to their various fields of expertise. High-profile policy makers and policy funders, as well as academia and fellow researchers judged and critiqued the work.

Dr Priscilla Mensah from the UFS and co-director of the programme, says it is important for the young scientists to frame their findings in a way that will be relevant to policy makers and the public at large.

“The partnership with the African Doctoral Academy was crucial in this regard since it is a capacity development entity aimed at strengthening and advancing doctoral education, training and scholarship on the African continent. The objective of this week-long capacity strengthening intervention is to equip the young scientists to be able to communicate their research effectively with different audiences, including potential funders and policy makers.

“I am convinced that the young scientists will no longer view policy makers as abstract entities, but as stakeholders who must be engaged to facilitate implementation of evidence-based policy.”

Dr Aldo Stroebel, Executive Director: International Relations and Cooperation, National Research Foundation, says the purpose of the colloquium is to bring together different sectors in one room to look at different challenges holistically, with an emphasis on systems analysis for a common goal.

The SA-YSSP forms part of an annual three-month education, academic training and research capacity-building programme jointly organised by IIASA, based in Austria, the National Research Foundation (NRF) and the DST. IIASA is an international research organisation that conducts policy-oriented scientific research in the three global problem areas of energy and climate change, food and water, and poverty and equity. South Africa’s engagements with IIASA, specifically with regard to the SA-YSSP, relate primarily to the DST’s Ten-Year Innovation Plan.

The UFS is the first institution outside Austria to host the summer programme. Researchers in the programme are, among others, from South Africa and the rest of the African continent, the USA, the Netherlands, India, Hungary, Austria and Germany.

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