Yonelisa Petse, CFA, CIPM

The Charter's Table

Education EN ↓ 6 episodes

A conversational platform showcasing the untold journeys of charterholders, candidates, and friends of the charter, from first exams to career triumphs. Episodes explore resilience, tenacity, passion, and grit, offering authentic insights on challenges, triumphs, and lessons from those living them. Hosted by Yonelisa Petse, CFA, CIPM an accomplished financial professional working in the investment management space, the podcast is his belief that behind every professional designation lies a human. Join us and get inspired by these stories, so you can soar on your journey to success!

Author

Yonelisa Petse, CFA, CIPM

Episodes

The Compounding Power of Exposure & Access - Yaseed’s Story 08.07.2026 48:06

In the sixth episode, Yonelisa Petse CFA, CIPM sits down with young dynamic investment professional Yaseed Amod CFA , one of the youngest CFA charter holders having recently qualified in December 2025 at the age of 25 years old. In this conversation he candidly shares with Yonelisa how he discovered about the Chartered Financial Analyst (CFA) programme and the details of his journey to clearing al...

The Payoff of the Patient Investor - Lonwabo's Story 24.06.2026 53:55

In this fourth episode, Yonelisa Petse CFA, CIPM sits down with seasoned investment professional, Lonwabo Maqubela CA(SA), CFA, who is the newly appointed Chief Investment Officer at Perpetua Investment Managers, as he introspectively shares how the journey to this pinnacle moment unfolded and the decisions he made along the way to achieve this career defining opportunity. Join the conversation an...

Success is Never a Straight Line - Lisa’s story 10.06.2026 42:13

In the fourth episode, Yonelisa CFA, CIPM®, sits down with a seasoned wealth management expert, Lisa Kaplan CFP®, CIPM®, who insightfully shares the her life lessons and decisions with a long term perspective and what has shaped her most pivotal moments - personally and professionally, while she leaves us with key career building tips for sustainable success. Join the conversation and let her insp...

The Ride of a Lifetime - Vincent's Story 27.05.2026 59:05

In the third episode, Yonelisa Petse CFA,CIPM sits down with a visionary leader, Vincent Mohau Motholo, CA(SA), who powerfully embodies the servant leadership model while being a leader amongst leaders as he opens up about his life choices, views on leadership and how to be successful as well as impactful. His story will authentically resonate with the leader you are becoming. Join the conversatio...

The One Who Tells a Good Story - Diana's Story 13.05.2026 56:50

In the second episode, Yonelisa sits down with a dynamic seasoned investment professional Diana Mukovhe Matumba, CFA as she tells us the riveting journey of obtaining her Chartered Financial Analyst designation and the aspirations she carries for her future. Her storytelling is one that pulls you in and infuses you with hope. Join the conversation and let her inspire you to your own greatness. Dis...

Setting the Table - Yonelisa’s Story 29.04.2026 45:05

In the premiere episode, Yonelisa launches The Charter's Table , sharing the personal story behind it. He opens up about failures, shortcomings, insecurities and the triumphs that proved hope can be a strategy. To show that the dots do connect, but only when looking backwards. This is his story so far. Disclaimer: This podcast is for educational purposes only and does not constitute financial,...