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New Zealand; a proud member of the global CFA Society® network

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Renew Your Membership Today!

While your CFA Institute membership connects you globally, membership with our society gives you a built-in network in your local investment community. Renew your membership to stay connected and access learning opportunities that help you understand our local market.

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CFA Society NZ - Our Mission

To lead New Zealand's investment profession by promoting the highest standards of ethics, education and professional excellent for the ultimate benefit of society.

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Stay up to date with all that is happening at our society. 

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View the recording of our Mercer CFA Global Pension Index Report 2025 Insights for New Zealand

An exclusive session on the Mercer CFA Global Pension Index Report 2025, the world’s leading benchmark for pension system performance. This year’s report provides critical insights into how retirement systems are evolving globally and what it means for New Zealand’s financial landscape. In this webinar gain expert perspectives from Tim Jenkins, lead author of the report and a recognised authority in pension system analysis.

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Winter Drinks & Lunches

Connect with fellow CFA Society New Zealand members and finance professionals at our annual Winter Drinks and Lunches. Join us for an informal opportunity to reconnect with colleagues, expand your network and hear the latest Society updates.

5-25 August | Auckland, Wellington & Christchurch

Register - Auckland lunch (members only)

Register - Auckland drinks

Register - Wellington drinks

Register - Christchurch lunch

Women on Boards Panel Discussion


Join CFA Society New Zealand, CPA Australia and Women on Boards for an engaging panel discussion exploring pathways to board leadership, governance trends, and practical advice for aspiring and experienced directors.

13 August | 5.30pm-7.30pm | Auckland

Register here

AI & Ethics webinar

As artificial intelligence becomes increasingly embedded in investment decision-making, understanding its risks is more important than ever. Join Brian Pisaneschi, CFA, as he explores bias, hallucinations, accountability and practical governance considerations for investment professionals.

13 August | 12pm-1pm | Online

Register here

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Investment Foundations Certificate

This certificate gives you a comprehensive overview of the investment industry’s structure, concepts, and ethical considerations, helping to advance your career in finance. Covering the fundamentals of the same topic areas as Level I of the CFA® Program, you'll gain an essential understanding of the investment industry’s structure, financial markets, professional roles, and client needs.

Who should enroll
Students seeking to understand the fundamentals of the investment industry.
Professionals outside the investment industry who wish to improve their financial fluency.
Professionals already working in support roles within the investment industry who want to develop their knowledge.

Learn More