Webinar | Final step to earning your CFA charter

Completing the CFA Program marks a major professional milestone, congratulations! Learn how to successfully complete your Charter application and unlock the full benefits of CFA Society membership. Gain insights into building your professional network, accessing career resources, and making the most of opportunities available to new charterholders.

Format: Online

Audience: Candidate

Speaker(s):

Janice Hon, Associate Manager, Member Value, Global Membership, CFA Institute

Paula Sanchez, CFA, Investment Solutions & Oversight, Perpetual Limited

Tim Dowling, CFA, Distribution, Aquasia

QLD Chapter | Quarterly social drinks

Join fellow CFA Society Australia members and candidates in Brisbane for an evening of networking and engagement. This event provides a platform to connect with peers and discuss industry developments in a casual setting.

Format: In person

Audience: Member, Candidate

VIC Chapter | Women’s networking breakfast

Connect with fellow female CFA Society Australia members and candidates during a morning focused on building professional relationships and sharing insights. Strengthen networks, foster career development, and engage in meaningful conversations within the investment community.

This event is exclusive for female CFA Society Australia members.

Format: In person

Audience: Member

WA Chapter | Quarterly social drinks and 2025 charter awards

Celebrate the achievements of our newest CFA charterholders and connect with fellow members over drinks and canapés. Strengthen professional relationships and recognise the milestones within the CFA Society Australia community in a relaxed and friendly environment.

Format: In person

Audience: Member, Candidate

WA Chapter | Unlocking capital for mining project development: The role of strategic investors

Explore how strategic investors contribute to the development of mining projects. Gain valuable insights as investment professionals analyse investment approaches, including equity investments, joint ventures, and partnerships, highlighting trends and themes in mining project financing.​

Format: In person

Audience: Member, Candidate, Non-member

Speaker(s):

Patrick Leung, Principal, Naust Capital

Ga Vin Lee, Partner, Model Answer

Webinar | Exploring careers in asset management – Where the CFA Program can take you

Explore how to position yourself for success in the asset management industry as a CFA Program candidate. Gain insider insights on recruitment practices, front-office career paths, and the role the CFA designation plays in boosting your marketability within a competitive investment landscape.

Can’t make it live? Register to receive the recording via email to watch at your convenience.

Format: Online

Audience: Candidate

Speaker(s):

Gabrielle Percic, Director, Capital Executive Search

NSW Chapter | Women’s networking lunch

Due to popular demand, we are thrilled to be running our women’s networking lunch again this year.

Meet fellow women in the investment industry and hear from successful female investment professionals about their experience and journeys in their careers to date.

This event is exclusive for female CFA Society Australia members.

Format: In person

Audience: Member

Speaker(s):

Kathy Huang, CFA, Portfolio Manager, Macquarie Systemic Investments
Antonia Badger, CFA, Director, Direct Capital Markets Products, NAB

Webinar | Inclusion coming under pressure: A strategic conversation

As political headwinds challenge inclusion efforts globally, Australia’s investment community faces a defining opportunity. Explore how embracing diverse teams can drive stronger investment outcomes and position Australia as a global leader in inclusive investment management.

Can’t make it live? Register to receive the recording via email to watch at your convenience.

Format: Online

Audience: Member, Non-member

Speaker(s):

Sarah Maynard, Global Senior Head, CFA Institute

Sandi Orleow, CFA, Non-Executive Director

Webinar | Communicate like a leader

Explore the communication traits that distinguish leaders from followers, from body language and vocal tone to the power of precise language. Learn how to enhance your presence, command attention, and project leadership in meetings, conversations, and high-stakes moments.

Can’t make it live? Register to receive the recording via email to watch at your convenience.

Format: Online

Audience: Member, Non-member

Speaker(s):

Nick Bird, MSB Executive

NSW Chapter | 2025 CFA charter awards ceremony

Celebrate the achievement of earning your CFA charter with family, friends, and the CFA Society Australia community. This special evening recognises new charterholders with food, drinks, and a presentation-sized replica of the official charter, offering a memorable opportunity to mark this career milestone.

Format: In person

Audience: New charterholders

QLD Chapter | End of financial year social and trivia night

Celebrate the end of the financial year with an evening of trivia, a Queensland-themed BBQ, and social drinks. This event brings CFA Society Australia members and candidates together for a night of fun, connection, and a cheeky celebration of Queensland pride.

Format: In person

Audience: Member, Candidate

VIC Chapter | 2025 CFA charter awards ceremony

Celebrate the achievement of earning your CFA charter with family, friends, and the CFA Society Australia community. This special evening recognises new charterholders with food, drinks, and a presentation-sized replica of the official charter, offering a memorable opportunity to mark this career milestone.

Format: In person

Audience: New charterholders

Webinar | Start your CFA Program journey – Welcome session

Start your CFA Program journey with a virtual orientation designed to ease the transition into exam preparation. This session introduces the CFA Program structure, highlights key resources, and showcases opportunities to engage with CFA Society Australia’s community and events.

Can’t make it live? Register to receive the recording via email to watch at your convenience.

Format: Online

Audience: Candidate