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CFA Society Perth was founded and incorporated 19 July 2012.

Our mission is to:

Serve our members by providing/facilitating continuing education and a forum for the exchange of views.
Promote the ethical, objective and professional practice of investment management, security analysis and investment decision making within the Perth area to both professionals engaged in the investment and financial decision making and the investing public.
Lead by example in setting the highest standards of ethical conduct and professional excellence and encourage others to do the same.

As a CFA society, CFA Society Perth connects members to a global network of investment professionals.

CFA Society Perth: Program & Events

Women in Finance Network

Women in Finance Network was set up to promote and retain female talent in the investment finance industry in Perth with the ultimate aim of achieving a more appropriate gender balance.

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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.

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Natural Resources Vision

Our vision is to become the global centre of excellence in natural resources finance

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CFA Society Perth: 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.

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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.

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CFA Society Perth Leadership

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Our vision is to be the most relevant finance network to the unique and evolving needs of our local members, the WA economy and the State’s position globally.