The Charter's Table
The Charter's Table is a conversational podcast that shares the personal journeys of CFA charterholders, candidates, and others connected to the charter, from their first exams to career milestones. Each episode explores themes of resilience, tenacity, passion, and grit through candid stories of challenges, triumphs, and hard-won lessons. It is hosted by Yonelisa Petse, CFA, CIPM, an investment management professional, whose premise is that behind every professional designation lies a human being. Listeners are invited to draw inspiration from these authentic experiences and apply them to their own path to success.
Episodes
Breaking Barriers and Redefining What’s Possible - Teboho's Story
In the tenth episode and season One finale, Yonelisa Petse CFA, CIPM sits down with dynamic global trotting Chartered Accountant, Teboho Khanye CA(SA), whose story reads like a movie and inspires one to take courageous bold decisions towards one’s dreams, from being the first in his family to go to university and eventually becoming a CA(SA) who managed to get into this profession despite doing Ma
The Power of Giving Yourself Permission - Onalenna’s Story
In the ninth episode, Yonelisa Petse CFA, CIPM sits down with a seasoned powerhouse and Chartered Accountant, Onalenna Halenyane CA(SA), whose story evokes a woman who has worked and led at the highest levels in the auditing and financial management sphere while retaining a clarity of Self and humanity that prompts those watching her life unfold how they can create greater impact. Onalenna’s conve
A Bird's-Eye View of The Boardroom - Ayanda's Story
In the eighth episode, Yonelisa Petse CFA, CIPM sits down with a dynamic powerhouse and Chartered Accountant, Ayanda Vabaza-Mvandaba CA(SA), whose multifaceted career experience brings a spectrum of insights into building an impactful career, whether as a finance professional, award-winning entrepreneur, boardroom participant or leading a non-profit organisation. Ayanda’s story is one that you won
The Purposeful Trailblazer - Usiphile’s Story
In the seventh episode, Yonelisa Petse CFA, CIPM sits down with seasoned exceptional Chartered Accountant, Usiphile Mpetsheni CA(SA), a Senior Audit Manager at one of the big four auditing firms in South Africa, as he unpacks with candid insights his CA (SA) qualification journey and the hard lessons he had to learn from his youth and student years. While also invoking the importance of giving bac
The Compounding Power of Exposure & Access - Yaseed’s Story
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 all
The Payoff of the Patient Investor - Lonwabo's Story
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 and
Success is Never a Straight Line - Lisa’s story
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 inspi
The Ride of a Lifetime - Vincent's Story
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 conversation
The One Who Tells a Good Story - Diana's Story
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.Discl
Setting the Table - Yonelisa’s Story
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, inv
