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.
- FILTER BY
| Event Details | Location | Date & Time | |
|---|---|---|---|
|
VIC Chapter I Recruiter insights & networking evening Hear directly from experienced finance recruiters as they share insights into current market conditions and what employers are seeking from early career professionals and CFA Program candidates, followed by networking with peers and industry professionals. Light refreshments and networking drinks will be served. Format: In person Open to: Members, Candidates, Industry professionals |
Dimensional Fund Advisors, Melbourne | March 19, 2026 5:30pm - 7:30pm (drinks and nibbles included) |
Learn More & Register |
|
Webinar I AI tools can now write formulas, generate analyses, and even build financial models. But does faster always mean better? In partnership with CFA Society Australia, Ian Schnoor, CFA, Executive Director of Financial Modeling Institute, explores the practical opportunities and limitations of AI in financial modeling. He will examine where AI can genuinely enhance productivity, where it introduces hidden risk, and why strong modeling fundamentals are more important than ever in an AI-enabled environment. Format: Online Open to: Members, Candidates, Industry professionals Speaker(s): Ian Schnoor, CFA, Executive Director, Financial Modeling Institute (FMI) |
Online via Zoom | March 19, 2026 12:00pm - 1:00pm (AEDT) |
Learn More & Register |
|
NSW Chapter | Recruiter insights & networking evening Take the next step in your finance career with insider access to the recruiters shaping today’s talent market. Hosted by Tim Dowling, CFA, hear directly from leading recruiters as they share what employers are looking for right now and how you can stand out. Enjoy an interactive panel and Q&A, followed by networking with peers and industry professionals over drinks and canapés. Format: In person Open to: Members, Candidates, Industry professionals Speaker(s): Meredith Jordan, Partner – Listed Markets & Asset Management, Platinum Pacific Partners Jack Brown, Director, Keegan Adams Mischa Bennett, Founder & Managing Director, Capital Executive Search |
Morgan Stanley, Sydney | March 24, 2026 5:30pm - 7:30pm (drinks and nibbles included) |
Learn More & Register |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
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.
