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:
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- Industry professionals
- CFA Society Australia members
- CFA Program candidates
- CFA Program candidate members
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Some events are exclusive to CFA Society Australia members and candidate 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 | |
|---|---|---|---|
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VIC Chapter I Female investor panel & IWD 2026 celebration Join us for an inspiring female investor panel in celebration of International Women’s Day 2026. Open to all, this engaging session will feature leading industry experts sharing insights on investing, leadership, and navigating today’s industry as a female investment professional. The panel will conclude with an interactive Q&A, following drinks and nibbles for networking with peers and celebrating the achievements of women in finance. Format: In person Open to: Members, Candidates, Industry professionals Speaker(s): Debra Tay, Managing Director | Co-founder & Director, UBS & Cycling Bears |
Perpetual Limited, Melbourne | March 4, 2026 5:30pm - 7:30pm |
Learn More & Register |
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NSW Chapter I Female investor panel & IWD 2026 celebration Join us for an inspiring female investor panel in celebration of International Women’s Day 2026. Open to all, this engaging session will feature CFA charter holders and leading industry experts sharing insights on investing, leadership, and navigating today’s industry as a female investment professional. The panel will conclude with an interactive Q&A, followed by drinks and nibbles for networking with peers and celebrating the achievements of women in finance. Format: In person Open to: Members, Candidates, Industry professionals |
Russell Investments, Sydney | March 11, 2026 5:30pm - 7:30pm |
Learn More & Register |
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QLD Chapter | Female finance leaders fireside chat & IWD 2026 celebration Join us for an inspiring female investor fireside chat in celebration of International Women’s Day 2026. Open to all, this engaging session will feature leading industry experts sharing insights on investing, leadership, and navigating today’s industry as a female investment professional. The fireside chat will conclude with an interactive Q&A, followed by drinks and nibbles for networking with peers and celebrating the achievements of women in finance. Format: In person Open to: Members, Candidates, Industry professionals |
McGrathNicol, Brisbane | March 12, 2026 5:30pm - 7:30pm |
Learn More & Register |
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WA Chapter | Economic update, IWD celebration and social drinks Join us for an economic update from Paula Gadsby, Senior Economist and Director at EY Australia, followed by an International Women’s Day celebration and informal social drinks. Drawing on her experience across government, central banking and finance, Paula will share insights into current economic conditions and emerging issues shaping the Australian and Western Australian economies. Format: In person Open to: Members, Candidates, Industry professionals Speaker(s): Paula Gadsby, Senior Economist, EY Australia |
The Pavilion, One Two Five By Hub, Perth | March 12, 2026 5:00pm - 7:30pm |
Learn More & Register |
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Webinar I Chat with a Real Estate Fund Manager Join CFA Society Australia for an informal conversation with Jonathan Lee, CFA from Qualitas, exploring careers and investment insights within real estate funds and private markets. This session is designed for CFA Program candidates, early career finance professionals and university students who are interested in understanding how real estate strategies are implemented within institutional portfolios. Jonathan will share his experience working in real estate investment and discuss how real estate funds operate, how opportunities are assessed and how this asset class contributes to diversified investment strategies. Format: Online Open to: Members, Candidates, Industry professionals Speaker(s): Marco Fantozzi, CFA, Portfolio Analyst, Ophir Asset Management Jonathan Lee, CFA, Fund Manager – Total Return Credit, Qualitas |
Online via Zoom | March 12, 2026 12:30pm - 1:30pm (AEDT) |
Learn More & Register |
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VIC Chapter I Recruiter insights & networking evening Hear directly from experienced finance recruiters as they share insights into current market conditions and what employers are seeking from early career professionals and CFA Program candidates, followed by networking with peers and industry professionals. Light refreshments and networking drinks will be served. Format: In person Open to: Members, Candidates, Industry professionals |
Dimensional Fund Advisors, Melbourne | March 19, 2026 5:30pm - 7:30pm (drinks and nibbles included) |
Learn More & Register |
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Webinar I AI tools can now write formulas, generate analyses, and even build financial models. But does faster always mean better? In partnership with CFA Society Australia, Ian Schnoor, CFA, Executive Director of Financial Modeling Institute, explores the practical opportunities and limitations of AI in financial modeling. He will examine where AI can genuinely enhance productivity, where it introduces hidden risk, and why strong modeling fundamentals are more important than ever in an AI-enabled environment. Format: Online Open to: Members, Candidates, Industry professionals Speaker(s): Ian Schnoor, CFA, Executive Director, Financial Modeling Institute (FMI) |
Online via Zoom | March 19, 2026 12:00pm - 1:00pm (AEDT) |
Learn More & Register |
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NSW Chapter | Recruiter insights & networking evening Take the next step in your finance career with insider access to the recruiters shaping today’s talent market. Hosted by Tim Dowling, CFA, hear directly from leading recruiters as they share what employers are looking for right now and how you can stand out. Enjoy an interactive panel and Q&A, followed by networking with peers and industry professionals over drinks and canapés. Format: In person Open to: Members, Candidates, Industry professionals Speaker(s): Meredith Jordan, Partner – Listed Markets & Asset Management, Platinum Pacific Partners Jack Brown, Director, Keegan Adams Mischa Bennett, Founder & Managing Director, Capital Executive Search |
Morgan Stanley, Sydney | March 24, 2026 5:30pm - 7:30pm (drinks and nibbles included) |
Learn More & Register |
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VIC Chapter I CFA Program Candidate social event Join us for a relaxed CFA Program candidate social event, designed exclusively for candidates currently enrolled in the CFA Program. This event provides an opportunity to connect with fellow candidates across all levels in a supportive environment. Format: In person Open to: Candidates |
The Imperial Hotel, Melbourne | April 16, 2026 5:30pm - 7:30pm |
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.
