Our society is an association of local investment professionals engaged in a wide variety of roles including corporate finance, portfolio management, security analysis and investment advice.  We aim to promote the highest ethical and professional standards within the investment industry; we encourage professional development through the CFA program and continuing education; we facilitate the exchange of information and ideas within our local investment community and beyond and we work to further the recognition of the CFA designation and what it stands for.   As one of CFA Institute member societies, we also connect our members with a global network of investment professionals.

Find out more Jobline

CFAS Events

01 Aug 01 Aug
11 Aug 11 Aug

Latest CFAS News

  • CFA Sydney - Candidate Gender Diversity

    Sydney 29 May 2017: CFA Societies Australia, member societies of CFA Institute, the global association of investment professionals, today noted that the ratio of female and male exam candidates was now close to 50 per cent.

    Amongst new candidates sitting for exams in December 2016, 46 per cent were women and 54 per cent were men. Female candidates returning to re-sit exams accounted for 44 per cent of total candidates.

    Mr Anthony Serhan, CFA, President CFA Society Sydney and Managing Director, Research Strategy, AsiaPacific at

    Read More
  • CFA Sydney - AGM 2017

    The 22nd Annual General Meeting for the CFA Society Sydney will be held on tbc.

    The AGM will be held at the offices of Credit Suisse, Gateway Building, Level 31, 1 Macquarie Place  (tbc).  VOTE NOW

    Materials for the meeting will be available later in the year via the links below:

    AGM 2017 Agenda

    AGM 2016 Minutes

    Nomination Profiles 2017

    Proxy Voting Form 2017

    Audited Accounts for 2017

    Society of Sydney Annual Report 2017

     

    PROXY VOTING FORM

    Regular Members in good standing who are unable

    Read More
  • CFA Societies of Australia celebrates 20th anniversary

    CFA Societies of Australia celebrated their 20th anniversary on October 5th 2016. Over 350 guests attended the birthday dinner in Sydney, including CFA members and our industry colleagues. It was a great evening of the community coming together over terrific entertainment and important reflection.

    Highlights included a video interview featuring ten of the past and present presidents, as they looked back at history and forward to the future; and Geoffrey Robertson QC reprising his role as host of the TV series "Hypothetical" with senior industry

    Read More
  • CFA launches ESG guide for investment professionals

    November 2015 : CFA Institute has added an environmental, social and governance (ESG) guide for investment professionals to its expanding library of Codes, Standards and Guidelines. The Guide was developed in response to growing interest among investment professionals to better incorporate ESG issues in investment analysis, and serves as a comprehensive introduction to ESG considerations.

    CFA Society Sydney president, Anthony Serhan , said "Awareness of ESG issues in investing from energy efficiency to employee relations to bribery and corruption has grown substantially in the last decade." Noting

    Read More
  • More than 14,500 Pass Level III CFA Exam globally,

    Sydney, 12 August 2015 – CFA Societies of Australia, member societies of CFA Institute , the global association of investment professionals, today announced that 53 per cent of the 27,468 candidates who sat for the Level III CFA exam in June 2015 had passed their third and final exam . The 14,664 successful candidates will become CFA charterholders in early October, pending experience and membership requirements.

    Mr Anthony Serhan, CFA , President of CFA Society of Sydney, called on investment professionals to promote the highest standards of education

    Read More
  • Financial regulators ‘asking the wrong question’

    Sydney, 21 May 2015 : The focus on financial stability above all else may be leading governments and regulators to lose sight of what regulation should really be about, namely protecting investors and consumers, according to a leading global investment expert.

    Speaking yesterday at a breakfast organised by the CFA Institute as part of its ' Putting Investors First ' (PIF) month, Mr Anthony Neoh QC, SC , who is on the international advisory committee of the China Securities spoke about global trends in financial regulation, outlining a number

    Read More
  • Ethics is critical to building a world-class financial services industry

    The CFA community is a global association of over 120,000 investment professionals that sets the standard for professional excellence. We are a champion for ethical behaviour in investment markets and a respected source of knowledge in the global financial community. Our ultimate goal is to serve the greater good of the community by creating an environment where investors’ rights come first, markets function at their best and economies grow.

    In Australia, there are more than 2,200 charter holders in professional positions ranging right across our

    Read More
  • 1