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NSW Chapter | Impact investing: Moving from philanthropy to blended capital at institutional scale Explore how blended capital structures can help scale impact investing, as industry leaders unpack the challenges, opportunities and mechanics of designing investable capital stacks across the private markets ecosystem. Format: In-person Open to: Members, Candidates, Industry professionals Speaker(s):
Host: Vanessa Pham, CFA, Vice President, Global Private Wealth-Investor Relations at HarbourVest |
Dimensional Sydney | November 10, 2026 12:15pm - 1:30pm |
Learn More & Register |
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Livestream | Private equity through the cycle: Investment, value creation and exit Explore how private equity firms are navigating today’s market, from capital deployment and value creation to exit readiness, with insights into the strategies shaping investment outcomes across the PE lifecycle. Format: Online livestream Open to: Members, Candidates, Industry professionals Speaker(s):
Hosted by: Deen Rad, CFA, Senior Manager, Deal Advisory at BDO |
Online via Teams link | November 17, 2026 12:30 - 1:30pm AEDT |
Learn More & Register |
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NSW Chapter | Private equity through the cycle: Investment, value creation and exit Explore how private equity firms are navigating today’s market, from capital deployment and value creation to exit readiness, with insights into the strategies shaping investment outcomes across the PE lifecycle. Format: In-person Open to: Members, Candidates, Industry professionals Speaker(s):
Hosted by: Deen Rad, CFA, Senior Manager, Deal Advisory at BDO |
BDO Sydney | November 17, 2026 12:15pm - 1:30pm |
Learn More & Register |
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NSW Chapter | Women in investment: Career stories and roundtable lunch Gain career insights, practical advice and valuable connections as accomplished female investment professionals share the experiences, challenges and opportunities that have shaped their journeys in finance. Format: In-person Open to: Members, Candidates Speaker(s):
Hosted by:
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Perpetual, Sydney | November 18, 2026 12:00pm - 2:00pm |
Learn More & Register |
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QLD Chapter | End of year social drinks Celebrate the end of the year with fellow CFA Society Australia members and CFA Program candidates while building connections across Queensland’s investment community in a relaxed networking setting. Format: In-person Open to: Members, Candidates |
Riverland, Brisbane | November 19, 2026 5:30pm - 7:30pm |
Learn More & Register |
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VIC Chapter I End of year social drinks Connect with fellow CFA Society Australia members at this end-of-year networking event, offering an opportunity to strengthen professional relationships and expand your connections across Melbourne’s investment community. Format: In-person Open to: Members |
Hickens Hotel | November 19, 2026 5:30pm - 7:30pm |
Learn More & Register |
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Online training I Copilot 1.0 for finance professionals Learn how to use Microsoft 365 Copilot to boost productivity across Excel, Word, PowerPoint, Outlook and Teams, with practical finance-focused applications, prompt-writing techniques, and guidance on best practices, limitations, security and ethical considerations. Format: Online Open to: Members, Candidates, Industry professionals |
Online | November 20, 2026 9:00am - 12:00pm |
Learn More & Register |
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2026 CFA Society Australia AGM & NSW Chapter end of year social drinks Join us for a special evening as we host our Annual General Meeting (AGM), followed by our NSW Chapter end of year drinks. Format: In-person Open to: Members |
Dexus Place Sydney | November 26, 2026 5:15pm - 8:00pm |
Learn More & Register |
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Livestream | 2026 CFA Society Australia Annual General Meeting (AGM) Join us as we livestream the 2026 CFA Society Australia AGM. We will reflect on CFA Society Australia’s achievements and milestones over the past year, share our priorities and plans for the year ahead, and celebrate our successes. Format: Online livestream Open to: Members |
Online via Teams link | November 26, 2026 5:45pm - 6:30pm |
Learn More & Register |
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Online training I ChatGPT 1.0 for finance professionals Learn how to use ChatGPT to improve productivity and decision-making in finance through effective prompting, data analysis, research, document drafting, and workflow automation, while understanding its limitations, best practices, and ethical considerations. Format: Online Open to: Members, Candidates, Industry professionals |
Online | November 27, 2026 9:00am - 11:00am |
Learn More & Register |
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WA Chapter | Fireside chat with Michael Clancy, CFA, followed by end of year social drinks Join the WA Chapter for a fireside chat with Michael Clancy, CFA (Chief Investment Officer, Rest and Chair, CFA Society Australia), hosted by Amy Clements, CFA (Investment Director, Commonwealth Bank), exploring investment leadership, superannuation and long-term investing, followed by end-of-year networking drinks with the WA investment community. Format: In-person Open to: Members, Candidates, Industry professionals Speaker(s): Michael Clancy, CFA, Chief Investment Officer, Rest and Chair, CFA Society Australia Host: Amy Clements, CFA, Investment Director, Commonwealth Bank |
Dexus Place, Perth | December 2, 2026 5:45pm - 8:00pm |
Learn More & Register |
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Online training | Claude 1.0 for finance professionals Learn how to use Claude effectively in a finance context, covering prompt engineering, document analysis, research, due diligence, data analysis, and practical strategies to minimise misinformation and improve productivity. Format: Online Open to: Members, Candidates, Industry professionals |
Online | December 4, 2026 9:00am - 12:00pm |
Learn More & Register |
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VIC Chapter | Enhancing Australia’s A-grade retirement income system Explore the findings of the 2026 Marsh CFA Institute Global Pension Index and hear expert perspectives on how Australia can strengthen its A-grade retirement income system through investment, policy and superannuation reform. Format: In-person Open to: Members, Candidates Speaker(s):
Moderator: Nga Pham, CFA, Associate Professor, Monash Centre for Financial Studies |
Monash Business School (CBD Melbourne) | December 8, 2026 12:00pm - 2:00pm |
Learn More & Register |
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NSW Chapter | Enhancing Australia’s A-grade retirement income system Explore the key findings of the 2026 Marsh CFA Institute Global Pension Index and hear expert insights on the future of Australia’s superannuation system, including the investment, retirement income and policy reforms needed to strengthen long-term outcomes. Format: In-person Open to: Members, Candidates Speaker(s):
Other panellists to be confirmed soon |
Marsh, Barangaroo | December 9, 2026 12:00pm - 2:00pm |
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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