30 Years Anniversary Gala Dinner

Wednesday, 24 June | Doltone House Hyde Park, Sydney

In 2026, CFA Society Australia marks 30 years of advancing the investment profession in Australia. Join us for a special 30th Anniversary Gala Dinner celebrating three decades of impact and the people who have shaped our community.

Connect with peers and industry leaders while enjoying an evening of premium hospitality and entertainment. The event will be hosted by award-winning comedian and TV personality Tom Gleeson, with special guests Marg Franklin, CFA, Past President & CEO of CFA Institute, and Tricia Rothschild, CFA, Interim CEO of CFA Institute.


Upcoming Events

 

CFA Society Australia aims to promote an active professional community through our learning and social networking events calendar. Most events are open to everyone, including:

      • Non-member / industry professionals
      • CFA Society Australia members
      • CFA Program candidates

Some events are exclusive to CFA Society Australia members. Please refer to the event details for eligibility information.

Follow our LinkedIn page for regular event reminders.

 

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Event Details Location Date & Time  

Webinar I The missing pieces in retirement planning: Evidence-based insights for a fulfilling future

Explore the often-overlooked non-financial dimensions of retirement planning in this online webinar, covering the Australian retirement landscape, the connection between career, health and wealth, and the evidence behind identity, purpose and the value of advice in shaping a more fulfilling future.

Format: Webinar

Open to: Members, Candidates, Industry professionals

Speaker(s):

Dr Joanne Earl, Honorary Professor of Psychology, University of NSW

Online June 16, 2026
12:00 - 1:00pm AEST
Learn More & Register

QLD Chapter | EOFY social and trivia night

Celebrate EOFY with a lively evening of trivia, BBQ and connection – bringing together CFA Society Australia members and CFA Program candidates to reflect on 30 years of impact and look ahead to the future of finance.

Format: In-person

Open to: Members, Candidates

Elston Asset Management, Elston House June 18, 2026
5:00pm - 8:00pm
Learn More & Register

VIC Chapter I 2026 CFA charter awards ceremony

We invite all of our newest CFA® charterholders, Level III graduates and guests for an evening of celebration to commemorate their achievement, reflect on the dedication required to earn the charter, and connect with peers across the investment community. Enjoy drinks, canapés and a formal awards presentation.

Format: In person

Open to: New charterholders

Rendezvous Hotel Melbourne June 25, 2026
5:30pm - 8:30pm
Learn More & Register

VIC Chapter | Chief economist insights: Geopolitics, portfolio construction and private markets

Hear from industry experts as they unpack the macro forces and geopolitical trends shaping private market investment today.

Format: In-person

Open to: Members, Candidates, Industry professionals, Candidate members

Speaker(s):

Alex Joiner, Chief Economist, IFM Investors

Dimensional, Melbourne July 16, 2026
12:15pm - 1:30pm
Learn More & Register

For a full list of CFA Institute events, please click here >

 

 

The Global Passport Program allows members of participating CFA Institute Societies to attend other societies’ events at the local member price.

Benefits of the Global Passport Program include:

  • Expand your network and connect with other CFA charterholders and investment professionals from different markets and regions
  • Learn from global experts and gain insights into diverse topics and perspectives that are relevant to your career and interests
  • Earn PL credits and demonstrate your commitment to lifelong learning and ethical standards

 

These events will improve understanding of local markets and provide a good platform for networking and career development.

To take advantage of this program, visit the list of participating societies. Look for a society in the market you’re interested in, and explore their website for upcoming opportunities.

 

Missed a Webinar

CFA Society Australia Professional Learning Webinars

Watch our Professional Learning webinars on demand. The webinar replay library is a member benefit. Members can contact us to obtain the password for access.

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