The CFA Society Melbourne represents the interests of close to 1,000 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 190,000 CFA® charterholders worldwide in 160 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.