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Kazakhstan Society of Investment Professionals helps you get in touch with CFA Charterholders and CFA Candidates.

Activities And Plans

Activities and Services
Kazakhstan Society of Investment Professionals was established in 2014 as a precursory society with the goal of requesting designation from CFA Institute as a Member CFA Society. To achieve its main objectives, upon being approved by CFA Institute as a CFA Society Kazakhstan - A Member of the CFA Institute Global Network of Societies, the new society shall provide the following comprehensive activities and services to its members, the general public and the community of investment professionals:

CFA Society Kazakhstan shall work to represent the professional investment community on legislative, regulatory and professional issues that affect capital markets and investment practice. CFA Society Kazakhstan shall specifically work to insure that the CFA certification is accepted by regulators for professional certification requirements, whenever appropriate.

CFA Society Kazakhstan shall act as a focal point for inquiries regarding the CFA Exam, the CFA qualification and other CFA Institute issues. In this way CFA Society Kazakhstan intend to:

(a) Organize information sessions regarding the CFA program in co-operation with Kazakhstani universities, financial institutions, regulatory bodies and other government and private entities.
(b) Provide a scholarship program for selected CFA candidates.
(c) Distribute Educated Investor Fact Sheets for its members and the investment community.
(d) Use CFA Institute Society Web Site Template Program to develop a web site.
(e) Arrange for local market advertising in support of the CFA Program, including announcements for new charterholders and other related activities.

Education and Research
CFA Society Kazakhstan shall encourage research, continuing education, including the well recognised CFA Institute Body of Knowledge and informational activities. The main events that the Society intends to promote in the first year are:

Study groups for CFA candidates.
Presentations, seminars and conferences in which various aspects of the investment decision process shall be addressed. The aim shall be to plan one educational presentation per month. It will be important to have access to high-profile investment professionals from Kazakhstan and the international investment community. The Society shall use the CFA Institute Approved Speaker List to organize an event with the participation of an international speaker once per year. The Society shall also use the CFA Institute Webcast and Professional Development resources to support some of its monthly events.

The Society shall promote a high level of professional conduct and shall adopt the CFA Institute Code and Standards. For this reason, Kazakhstani members shall have to file a professional conduct statement annually.
CFA Society Kazakhstan holds the right to revoke or suspend from membership those members that do not adhere to the Society Bylaws, as well as members whose membership in CFA Institute is suspended or revoked.

CFA Society Kazakhstan shall provide the forum and blogging platform for CFA charterholders in Kazakhstan to interact on a professional and social basis. CFA Society Kazakhstan has to be the link for CFA charterholders and candidates that reside in Kazakhstan to CFA Institute’s global network of Investment Professionals. The Society’s goal is to promote this interaction through social as well as professional events. The professional events that are described in the Education and Research topic above shall all also include social activities. One of the important social events that the Society shall offer is an annual dinner during the last quarter of each calendar year at which new CFA charter holders will be recognized.