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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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AI & Ethics Webinar

Thank you to everyone who joined us for our recent AI and Ethics webinar with Brian Pisaneschi, CFA.

If you weren’t able to attend the live session, or would like to revisit the discussion, you can watch the webinar recording.

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Investment Summit 2026

Join CFA Society New Zealand for Investment Summit 2026, a premium half-day executive forum exploring the geopolitical, economic and technological forces reshaping global markets and investment strategy.

4 November | 8.30am-1pm | Auckland

Register here

Early Career Insights Panel

Join CFA Society New Zealand for an evening of practical career insights and networking with CFA Charterholders.

9 September | 5.30pm-6.30pm | Auckland

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