CFA Society New Zealand

A Member of the CFA Institute Global Network of Societies


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 CFA Preparation

CFA Society of New Zealand is pleased to be launching our new Candidate Study Programme [Feb 2018].  The programme is being generously sponsored by Kaplan Schweser.

This is a fantastic opportunity to improve your chance of success in the upcoming June 18 exam and build those all-important professional connections.

Study can be isolating.  With this programme you'll meet people who share similar aspirations and face similar challenges.

Why join

  • The programme will support Candidates to become Charterholders with resources, mentoring and peer support.
  • Candidates get to know each other, engage with our local Charterholders and build connections amongst the CFA community.

Who is eligible  CFA Candidates enrolled in 2018 Level 2 and 3 exams.

Where  The programme will operate in Auckland and Wellington, with some online activity.

Cost and registration $50 per person.  Register online through Eventbrite for Auckland or Wellington.  Note there are limited spaces.

What you'll get from the programme

  • Face-to-face review workshops led by CFA Society NZ.  The tutors/facilitators will be CFA Charterholders.
  • Facilitated online discussion with group members.
  • Attend Kaplan Schweser online classes.
  • Get extra special insight on the exam-taking process with Schweser's Secret Sauce.
  • Review key formulas on-the-go with QuickSheet.
  • The chance to win one of the ten Kaplan Schweser Scholarships (worth more than $680 RRP).
  • Complementary invites to CFA Society NZ events and interact with industry leaders.
  • Ability to volunteer at CFA Society events and network with CFA Charterholders.

When – important dates (*day to be finalised)  Locations to be advised.

  • March* Initial meet, greet and overview, with complimentary refreshments.
  • April*  Study progress workshop.
  • May* Pre-exam workshop including study and exam skills.
  • 9 June Candidate networking event after mock exam (note: this event is open to all candidates and mock exam is not part of this programme and you'll need to enroll for this separately).
  • 23 June Exam.

If you have any questions or comments, please contact

 CFA Program

Learn more from CFA Institute about the CFA designation and its significance.


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