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:
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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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NSW Chapter I CFA Program Candidate social event The NSW Chapter of CFA Society Australia welcomes candidates to come together to meet other people enrolled in the CFA Program along with local CFA charterholders. This is a great opportunity to share experiences with study, network and have fun in a relaxed and social environment. The ticket price includes a drink on arrival and pizza. Please note that this event is strictly for candidates enrolled in the CFA Program. Format: In person Open to: Candidates |
Paragon Hotel, Sydney | April 16, 2026 5:30pm - 7:30pm |
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 |
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NSW Chapter | Health is wealth: Healthiest habits, health tech and investing in healthcare In her groundbreaking 2024 research paper Women & alts: A global perspective, Barbara Stewart, CFA, uncovered a striking insight: women investors are gravitating toward specific sectors with healthcare emerging as the #1 category globally. In this session, Barbara will share high-level findings from her 2026 Rich Thinking white paper, Health is Wealth: What’s Your Healthiest Habit? Format: In person Open to: Members, Candidates, Industry professionals Speaker(s): Barbara Stewart, CFA, Researcher and Author |
Perpetual, Sydney | April 22, 2026 12:15pm - 1:30pm (lunch is included) |
Learn More & Register |
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NSW Chapter | New member welcome coffee – tailored to your unique taste preference Join us for a new member welcome coffee, where you can connect with fellow members and discover a coffee matched to your unique taste profile. We’re partnering with FlavourIQ, who combine flavour science from Australia’s national science agency, CSIRO, with AI to understand individual taste preferences and match people with coffees they’re most likely to enjoy. Format: In person Open to: New CFA Society Australia members joined within last 2 years |
Flex by ISP - George Street, Sydney | April 22, 2026 8:00am - 9:00am |
Learn More & Register |
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VIC Chapter I New member welcome lunch Becoming a CFA Charterholder and a member of CFA Society Australia is a significant achievement, congratulations! Now it’s time to celebrate and connect. Join us for lunch, where you can connect with fellow members, expand your professional network and kickstart your journey within the CFA community. Please note that this event is intended for CFA Society Australia members who have joined in the last two years. Format: In person Open to: New CFA Society Australia members joined within last 2 years |
The Mint Bar & Restaurant, Melbourne | April 23, 2026 12:00pm - 1:30pm |
Learn More & Register |
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WA Chapter | Social drinks, 30 year anniversary celebration & charter awards Join us for our WA Chapter social drinks as we celebrate 30 years of CFA Society Australia and our newest CFA charterholders. This milestone event brings together members and candidates for an evening of connection, reflection and celebration. Since 1996, CFA Society Australia has played a vital role in strengthening the investment profession fostering professional excellence, ethical leadership and a vibrant national community. Enjoy drinks and refreshments while marking three decades of professional excellence and shared achievement. A highlight of the evening will be recognising our newest CFA charterholders as they receive their CFA charter. Format: In person Open to: Members, Candidates |
To be confirmed (Perth CBD) | May 7, 2026 5:30pm - 7:30pm |
Learn More & Register |
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VIC Chapter I Quarterly social drinks & 30 year member celebration Join us for our VIC Chapter quarterly social drinks as we celebrate 30 years of CFA Society Australia. This milestone event brings together members for an evening of connection, reflection and celebration. Since 1996, CFA Society Australia has played a vital role in strengthening the investment profession fostering professional excellence, ethical leadership and a vibrant national community. Enjoy drinks and refreshments while marking three decades of professional excellence and shared achievement. Format: In person Open to: Members |
Pullman Melbourne City Centre | May 14, 2026 5:30pm - 7:30pm |
Learn More & Register |
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Webinar I Start your CFA Program journey – Welcome session In this webinar, Marco Fantozzi, CFA (Portfolio Analyst, Ophir Asset Management) will provide a clear overview of what to expect from the CFA Program and how to approach Level I with confidence and structure. Join us to begin your CFA journey with confidence and community. Please note that this event is free and exclusive for CFA Program Level I Candidates only. Format: Online Open to: CFA Program Level I Candidates only Speaker(s): Marco Fantozzi, CFA, Portfolio Analyst, Ophir Asset Management |
Online via Zoom | May 18, 2026 5:30pm - 7:00pm (AEST) |
Learn More & Register |
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QLD Chapter | Quarterly social drinks, 30 year anniversary celebration & charter awards Join us for our QLD Chapter quarterly social drinks as we celebrate 30 years of CFA Society Australia and our newest CFA charterholders. This milestone event brings together members and candidates for an evening of connection, reflection and celebration. Since 1996, CFA Society Australia has played a vital role in strengthening the investment profession fostering professional excellence, ethical leadership and a vibrant national community. Enjoy drinks and refreshments while marking three decades of professional excellence and shared achievement. A highlight of the evening will be recognising our newest CFA charterholders as they receive their CFA charter. Format: In person Open to: Members, Candidates |
Friday's Riverside, Brisbane | May 20, 2026 5:30pm - 7:30pm |
Learn More & Register |
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NSW Chapter I Quarterly social drinks & 30 year anniversary celebration Join us for our NSW Chapter quarterly social drinks as we celebrate 30 years of CFA Society Australia. This milestone event brings together members for an evening of connection, reflection and celebration. Since 1996, CFA Society Australia has played a vital role in strengthening the investment profession fostering professional excellence, ethical leadership and a vibrant national community. Enjoy drinks and refreshments while marking three decades of professional excellence and shared achievement. Format: In person Open to: Members |
Hotel CBD (Fourth Floor), Sydney | May 21, 2026 5:30pm - 7:30pm |
Learn More & Register |
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SA Community | Member and candidate social drinks Come along for a relaxed evening of catching up and connecting with peers in the South Australia community. It’s a great chance to expand your network and enjoy a few drinks and light bites in good company. Format: In person Open to: Members, Candidates |
The Original Coopers Alehouse, Adelaide | May 28, 2026 5:30pm - 7:30pm |
Learn More & Register |
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CFA Society Australia 30 Years Anniversary Gala Dinner 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. Format: In person Open to: Members, Candidates, Industry professionals |
Doltone House Hyde Park, Sydney | June 24, 2026 Pre dinner drinks at 6pm with dinner commencing 7pm |
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.
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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