The CFA Society Melbourne represents the interests of over 850 local members of the investment profession.
Our mission is to serve members of the Society and enhance the reputation of the CFA® designation in Australia by promoting ethics, integrity and professional excellence; and to improve the competency and standards of the investment profession in Australia. Our independent voice aims to ensure the integrity and efficiency of the capital markets that underpin our profession and the broader economy.
Our vision is to make the CFA Society Melbourne an indispensable part of the investment profession in Australia.
The Society, which was founded in 2000, is a leading member society of CFA Institute. There are more than 170,000 CFA® charterholders worldwide in 164 markets; the CFA Institute has nine offices worldwide and there are 160 local member societies, making it the world’s largest association of investment professionals. The local society serves members’ best interests through the education of investment professionals, by informing policymakers and the public about the profession and through the promotion of high professional and ethical standards.
Being an association of local investment professionals, encompassing portfolio managers, security analysts, investment advisors, and other financial professionals, we promote:
The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics.
On March 5th, CFA Societies Australia #ChooseToChallenge with the Hon Julie Bishop to celebrate success and raise awareness of various issues affecting women locally and globally.
The annual Mercer CFA Institute Global Pension Index Report delivers the world's most comprehensive comparison of retirement income systems.
Connect with over 3,000 of the most qualified investment professionals across Australia, attend networking and educational events, access our global and local online development career resources, earn and track professional learning credits, and get involved in the investment community as a volunteer.
Candidate Membership is available to individuals studying the CFA Program. The benefits are designed to provide you with exam support, resources, and tools to help you achieve at the highest level. Benefits also include career resources to help you stay ahead in the investment industry.
Our vision is to make CFA Society Melbourne an indispensable part of the investment profession in Australia.
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