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

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Featured Benefit: Member-Exclusive Webinars

We invite you to explore a new series of member-exclusive webinars focused on the trends shaping the investment industry. Across private markets, AI, leadership, and compliance, each session is designed to deliver practical, real-world insights you can apply immediately. Members can also earn 1 PL credit per session. 

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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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Lunch and Learn Series


Wednesday, 16 June 2026, 
12.00 – 1.00 pm
Hybrid event

Our June 2026 session features James Ware’s Navigating Uncertainty, followed by a facilitated discussion with Christina Leung, CFA.

Register Auckland

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CFA Candidate Career Panel Event


Join us for a CFA Career Pathways Panel, an in-person event designed to give current CFA candidates valuable insight into the diverse career opportunities available through the CFA Program.

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CFA Event


Join Alice Mew, Head of Investment Strategy at Craigs New Zealand, and Rousseau Lötter, Head of Investment Solutions, for a thought provoking discussion on how robust investment strategy is developed and implemented in an increasingly complex and behaviourally driven market environment, hosted by Jennifer Chee, CFA.

Register here

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  • Global Career Month March 2026

    09 Mar, 2026 08:48 PM
    Blog Entry

    Global Career Month 2026  is your opportunity to explore the future of your finance career. Whether you're ...

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