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.

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CFAS Events

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Latest CFAS News

  • CFA Sydney - AGM 2016

    The 21st Annual General Meeting for the CFA Society of Sydney will be held on Wednesday 16th November 2016 from 5:45PM to 8:00PM.

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

    Materials for the meeting are available via the links below:

    AGM 2016 Agenda

    AGM 2015 Minutes

    Nomination Profiles 2016

    Proxy Voting Form 2016

    Audited Accounts for 2016

    Society of Sydney Annual Report 2016

    Please register  here under the Events section if you

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  • 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

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  • More than 170,000 Aspiring CFA Charterholders Sit for Exams

    June 2016 : CFA Institute, the global association of investment management professionals, today announced that 172,682 candidates from 183 countries had registered for Levels I, II and III CFA exams to be administered on 4 June worldwide. This number includes more than 3,500 candidates sitting for the CFA exams across Australia.

    This year’s exams have seen an 8.5 per cent increase in registrations globally compared to June 2015. The CFA Program is considered to be the most rigorous credentialing program in the financial services industry globally.

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  • CFA Sydney - Annual Report 2014/15

            Annual Report 2014/15



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  • CFAS Charterholder Ceremony 2015 Photos

    CFAS is proud to have hosted the 2015 CFAS Charteholder Ceremony at the Ivy in December.

    New charter holders were congratulated by incoming CFAS President, Anthony Serhan and Heather Brilliant, CFA, Chief Executive Officer of Morningstar Australasia. 

    As part of the ceremony, we have taken a number of pictures and they have been uploaded to our website and these are available via the link below.

    CFAS Photo Gallery

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  • 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

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  • 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

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