Society Charterholder Membership

At the forefront of the global CFA community, charterholder members are recognised for their ethical leadership, advanced expertise, and commitment to setting the standard for the investment profession.

Who is eligible for CFA Society Australia charterholder membership?

To be eligible for this membership, you must complete the CFA Program, and 4,000 hours of eligible work experience in a minimum of 36 months. You will also be required to provide three professional references (or two if one reference is a charterholder or professional member of CFA Society Australia).
Must be a CFA Institute member. Access resources to help you apply for CFA Institute membership.

USD 109 / year Apply >

Benefits

Charterholder exclusive:

Use of the CFA designation ✓

Ability to refer to yourself as a member of CFA Society Australia ✓

Receive member discounts on CFA Society Australia workshops and conferences ✓

Receive member discounts via our education partners ✓

Member voting rights ✓

Regular member communications ✓

Networking & community

Connect with over 3,500 investment professionals across Australia.
Member-exclusive, in-person social & networking events.

Learning & insights

Access to all CFA Society Australia professional learning events and workshops.
Access to all CFA Society Australia hosted webinars free of charge.
Attend CFA Society Australia major industry events.
Updates on market trends and regulatory developments.
Access Global Passport Program and attend partner society events worldwide at local member prices.

Career advancement

Volunteering opportunities with CFA Society Australia.
Access to mentoring program as mentor or mentee.
Attend CFA Society Australia professional development and tailored career events.

Ruoxu Zhao, CFA

Investment Analyst
Member since 2022

“This community has been invaluable, especially here in Western Australia, where I’ve found mentors, built friendships, and gained broader industry perspectives. Now as a volunteer, I’m grateful for the chance to give back and support others on their journey.”

Winston Kosasih, CFA

Equity Market Analyst
Member since 2025

“Being a member of CFA Society Australia has been one of the most rewarding aspects of my professional journey. The society offers opportunities to expand my network through social events and professional learning sessions, which provide insights into financial concepts beyond my current role.”