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

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Your membership with CFA Institute and your local society connects you to a vast network of global and local investment professionals, offering tools to elevate your career and uphold ethics. Take five minutes to renew your membership for another exciting year!

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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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Updates

View the recording of our economic briefing webinar, March 2024

Speakers:
Zoe Wallis, CFA, Investment Strategist, Forsyth Barr
Mike Jones, Chief Economist , BNZ
Jarrod Kerr, Chief Economist, Kiwibank
Christina Leung, CFA, Principal Economist, NZIER (moderator)

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Where to for KiwiSaver?

18 May, 5.00pm

Webinar

In the first webinar event in this series, Shamubeel Eaqub will offer his thoughts on what a maturing private pension policy might look like, how to give more Kiwis financial dignity, and help rebuild our capital markets and infrastructure at the same time.


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Ethics In Finance 

30 June, 1.00pm

Webinar

In the second event in this series, join us for a thought-provoking session on Ethics in Finance and the Role AI Has to Play, featuring David Kandziora, CFA, CAIA as our keynote speaker. In an era where artificial intelligence is transforming financial decision-making, David will explore the ethical challenges and responsibilities facing professionals and institutions.

More info & register



 

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Join our Associate Membership and be part of the New Zealand CFA community.

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    DeFi: Introduction to Blockchain and Cryptocurrency

    This course provides a solid foundation for those who wish to gain an understanding of the fast-moving subject of decentralized finance (DeFi) and its impact on the asset management industry. Course content is informative, thought-provoking, and offers a glimpse into the future. This beginner-level course provides an essential introduction to the elements that define DeFi, including what it is, how it works, and the advantages it offers over more traditional centralized finance.

    Learn More