The Charter's Table

Yonelisa Petse, CFA, CIPM

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!

Episodes

  1. 3 days ago

    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't want to miss, because it is the strategic conversation your future self wants to have as you navigate the possibilities ahead. Join the conversation and let her inspire you with her hard-earned riveting perspectives and help shape your next chapter with greater clarity. This episode is proudly brought to you in partnership with Wealthvest Investment Management (Pty) Ltd an Authorised FSP: 54102, Company Registration No. 2024/024971/07. This information is not advice, as defined in the Financial Advisory and Intermediary Services Act (N0.37 of 2002). Please be advised that there may be representatives acting under supervision. Contact details to reach them. Physical address: Cubes WS - 183 Albion Springs Cl, Rondebosch, Cape Town, 7700 Telephone number: CT: +27 21 009 3786 / DBN: +27 31 005 0444 Email Address: IR@wealthvest.co.za Website: www.wealthvest.co.za Disclaimer: This podcast is for educational purposes only and does not constitute financial, investment, or professional advice. The views expressed here are those of the host and guests, reflect their opinions at a point in time, and may change. They do not represent those of the employer or any organisation they are affiliated with at the time. Any forward-looking statements are based on current information and subject to change. Listeners should consult qualified professionals for personalised advice.

  2. 22 Jul

    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 back through educational talks, considering the future of South Africa and the part we each have to play in building it. Join the conversation and let him inspire you with his tenacity, riveting perspective and re-claiming your definition of success. Disclaimer: This podcast is for educational purposes only and does not constitute financial, investment, or professional advice. The views expressed here are those of the host and guests, reflect their opinions at a point in time, and may change. They do not represent those of the employer or any organisation they are affiliated with at the time. Any forward-looking statements are based on current information and subject to change. Listeners should consult qualified professionals for personalised advice.

  3. 8 Jul

    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 exams and future considerations for young CFA charterholders. Join the conversation and let him re-ignite your approach on long term career perspectives, risks and quantifying success. Disclaimer: This podcast is for educational purposes only and does not constitute financial, investment, or professional advice. The views expressed here are those of the host and guests, reflect their opinions at a point in time, and may change. They do not represent those of the employer or any organisation they are affiliated with at the time. Any forward-looking statements are based on current information and subject to change. Listeners should consult qualified professionals for personalised advice.

  4. 24 Jun

    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 let him re-ignite your approach on long term career perspectives, risks and quantifying success. Disclaimer: This podcast is for educational purposes only and does not constitute financial, investment, or professional advice. The views expressed here are those of the host and guests, reflect their opinions at a point in time, and may change. They do not represent those of the employer or any organisation they are affiliated with at the time. Any forward-looking statements are based on current information and subject to change. Listeners should consult qualified professionals for personalised advice.

  5. 10 Jun

    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 inspire you to your own dreams and adventures. Disclaimer: This podcast is for educational purposes only and does not constitute financial, investment, or professional advice. The views expressed here are those of the host and guests, reflect their opinions at a point in time, and may change. They do not represent those of the employer or any organisation they are affiliated with at the time. Any forward-looking statements are based on current information and subject to change. Listeners should consult qualified professionals for personalised advice.

  6. 27 May

    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 and let him inspire you to your own greatness and role as a leader. Disclaimer: This podcast is for educational purposes only and does not constitute financial, investment, or professional advice. The views expressed here are those of the host and guests, reflect their opinions at a point in time, and may change. They do not represent those of the employer or any organisation they are affiliated with at the time. Any forward-looking statements are based on current information and subject to change. Listeners should consult qualified professionals for personalised advice.

  7. 13 May

    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. Disclaimer: This podcast is for educational purposes only and does not constitute financial, investment, or professional advice. The views expressed here are those of the host and guests, reflect their opinions at a point in time, and may change. They do not represent those of the employer or any organisation they are affiliated with at the time. Any forward-looking statements are based on current information and subject to change. Listeners should consult qualified professionals for personalised advice.

  8. 29 Apr

    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, investment, or professional advice. The views expressed here are those of the host and guests, reflect their opinions at a point in time, and may change. They do not represent those of the employer or any organisation they are affiliated with at the time. Any forward-looking statements are based on current information and subject to change. Listeners should consult qualified professionals for personalised advice.

    Setting the Table - Yonelisa’s Story
  • 8 Episodes

About

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!

Information

  • Creator
    Yonelisa Petse, CFA, CIPM
  • Years Active
    2026
  • Episodes
    8
  • Rating
    Clean
  • Copyright
    © Yonelisa Petse, CFA, CIPM
  • Show Website
    The Charter's Table