Thursday, 29 October. Park Hyatt, Melbourne
The Australian Investment Conference is the leading industry forum for the investment management profession. Its core purpose is to review, unpack and explore micro and macro themes impacting the investment landscape and connect Australian and global thought leaders to share perspectives, practical insights and emerging trends.
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:
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.
| Event Details | Location | Date & Time | |
|---|---|---|---|
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NSW Chapter | Level I candidate study group: Fixed Income An interactive study session for Level I CFA Program candidates to strengthen their Fixed Income knowledge through collaborative problem-solving, peer discussion and guidance from CFA charterholders, while connecting with fellow candidates. Format: In-person Open to: Candidates, Associate Members |
Macquarie, Sydney CBD | September 29, 2026 6:00pm – 8:00pm |
Learn More & Register |
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Webinar I GIPS from the asset owner perspective: An overview for Australian superannuation funds and ethical considerations Learn how the Global Investment Performance Standards (GIPS) apply to Australian superannuation funds, with practical insights into performance reporting, governance, verification, and the ethical principles that underpin transparent and trustworthy investment outcomes. Format: Online Open to: Members, Candidates, Industry professionals Speaker(s): Amy Bourdeau, Partner at Blueprint GRC Host: Nidal Danoun, Executive Director at Prosperity Financial Services (PFS Consultancy) |
Online via Zoom | October 7, 2026 12:00pm - 1:00pm |
Learn More & Register |
|
QLD Chapter | CFA Society Australia Finance & Investment Career Event 2026 We invite university students and CFA Program candidates to join us at the CFA Society Australia Finance & Investment Career Event in Brisbane. This event is designed to help you explore career opportunities, connect with leading employers and gain insights from experienced finance professionals. Format: In-person Open to: Candidates, University students Speaker(s):
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voco Brisbane City Centre | October 8, 2026 Careers event: 3:30pm – 6:00pm | CFA Institute Research Challenge Final: 6:00pm – 9:00pm |
Learn More & Register |
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VIC Chapter I The many faces of finance: Stories from inside the industry Explore the many paths into investment management as industry professionals share their unique career stories and insights. Format: In-person Open to: Members, Candidates, Industry professionals Speaker(s):
Host: Atharv Seth, Investment Consultant, Frontier Advisors |
Monash Centre for Financial Studies, Monash Business School (Melbourne CBD) | October 13, 2026 5:30pm - 7:30pm |
Learn More & Register |
|
WA Chapter | 2026 CFA Institute Research Challenge local final Join us for the WA CFA Institute Research Challenge local final, where university teams present their equity research and investment recommendations on Paladin Energy Ltd (ASX: PDN) to a panel of industry judges, with the winning team advancing to the Oceania sub-regional competition, followed by networking and refreshments. Format: In-person Open to: Members, Candidates, Industry professionals |
The University Club of Western Australia | October 14, 2026 6:00pm – 9:00pm |
Learn More & Register |
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NSW Chapter | 2026 CFA Institute Research Challenge local final Join us for the NSW CFA Institute Research Challenge Local Final, where the top university teams in NSW will present their investment recommendations on Atlassian (NASDAQ: TEAM) to a panel of industry judges, with the winning team advancing to the Oceania sub-regional competition, followed by networking and refreshments. Format: In-person Open to: Members, Candidates, Industry professionals |
State Street | October 15, 2026 6:00pm – 8:30pm |
Learn More & Register |
|
VIC Chapter | 2026 CFA Institute Research Challenge local final Join us for the VIC CFA Institute Research Challenge Local Final, where the top university teams in Victoria will present their investment recommendations on Endeavour Group Ltd (ASX: EDV) to a panel of industry judges, with the winning team advancing to the Oceania sub-regional competition, followed by networking and refreshments. Format: In-person Open to: Members, Candidates, Industry professionals |
Le Méridien Melbourne | October 15, 2026 5:30pm – 9:00pm |
Learn More & Register |
|
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 |
|
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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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 |

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:
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.
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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