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CFA Society Melbourne
CFA Society Melbourne

CFA Society Melbourne

 

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:

  • Ethical and professional standards within the investment industry;
  • Professional development through the CFA Program and continuing education;
  • Exchange of information and opinions among people within the local investment community and beyond; and
  • Public recognition of the CFA designation.

CFA Society Melbourne: Programs and Events

CFA Melbourne Annual Report 22

2022 Digital Annual Report

We are pleased to present CFA Society Melbourne’s 2022 Digital Annual Report. Continuing to deliver on our strategy has led to another year of great outcomes for members and candidates.

Access Digital Annual Report >
Research Challenge

Research Challenge

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.

Learn More >
Mercer Pension Report

Mercer CFA Institute Pension Index Report

The annual Mercer CFA Institute Global Pension Index Report delivers the world’s most comprehensive comparison of retirement income systems.

Learn More >

CFA Society Melbourne: Membership

Society Membership

Become a Society Member

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.

Learn More >
Candidate Membership

Become a Society Candidate Member

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.

Learn More >

CFA Society Melbourne Leadership

Learn More

Our vision is to make CFA Society Melbourne an indispensable part of the investment profession in Australia.

Study

  1. CFA Program
  2. CIPM Program
  3. Society Candidate Education
  4. CFA Institute Certificate in ESG Investing

Resources

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  2. Candidate Resources
  3. Career Resources

Industry & Employers

  1. Why Hire a Charterholder?
  2. Partner with Us
  3. Research & Analysis
  4. CFA Institute Certificate in ESG Investing

Your Local Society

  1. CFA Society Melbourne
  2. CFA Society Perth
  3. CFA Society Sydney
  4. CFA Brisbane Chapter

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