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:

      • Industry professionals
      • CFA Society Australia members
      • CFA Program candidates
      • CFA Program candidate members

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  

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

Establishment Ballroom May 21, 2026
5:30pm - 7:30pm
Learn More & Register

Webinar I Generative AI for investment analysts: A practical guide to effective and ethical use

Exploring how generative AI and large language models (LLMs) can be effectively integrated into financial analysis, balancing their capabilities with human judgement. Through real-world examples, you will learn how to use these tools to enhance efficiency, uncover insights and maintain ethical standards.

Format: Webinar

Open to: Members, Employers, Candidates, Industry professionals, Candidate members

Speaker(s):

  • Peter Sahui, CFA, Founder & Principal, Insight Distillers
  • Nidal Danoun, Executive Director, Prosperity Financial Services (PFS Consultancy)

Online May 27, 2026
12:00pm - 1:00pm (AEST)
Learn More & Register

NSW Chapter I 2026 CFA charter awards ceremony

We invite all of our newest CFA® charterholders, Level III graduates and guests for an evening of celebration to commemorate their achievement, reflect on the dedication required to earn the charter, and connect with peers across the investment community. Enjoy drinks, canapés and a formal awards presentation.

Format: In person

Open to: New charterholders

ivy Sunroom May 28, 2026
5:30pm - 8:30pm
Learn More & Register

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

NSW Chapter I Connect with a charterholder: Speed mentoring for CFA Program candidates

An interactive speed mentoring evening connecting CFA Program candidates with CFA charterholders to gain practical insights, career guidance, and valuable industry perspectives.

Format: In person

Open to: Candidates, Candidate members

Macquarie June 2, 2026
5:30pm - 7:30pm
Learn More & Register

VIC Chapter I 2026 CFA charter awards ceremony

We invite all of our newest CFA® charterholders, Level III graduates and guests for an evening of celebration to commemorate their achievement, reflect on the dedication required to earn the charter, and connect with peers across the investment community. Enjoy drinks, canapés and a formal awards presentation.

Format: In person

Open to: New charterholders

Rendezvous Hotel Melbourne June 25, 2026
5:30pm - 8:30pm
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.

 

Missed a Webinar

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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