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

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New! Advanced Private Equity Certificate

Acquire the advanced tools, strategies, and skills needed to excel in private equity. The CFA Institute Advanced Private Equity Certificate equips you with cutting-edge expertise in deal sourcing, financial modeling, debt valuation, and portfolio governance—helping you gain a competitive edge in the private equity field.

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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)

*View on YouTube

The Future of Emerging Markets and The Rise of a Digital India

Kevin Carter from EMQQ Global
14 May, 12.00pm

Webinar

The Third Wave of global digitization has reached an inflection point. The conditions and technologies born in Silicon Valley have now spread, evolved, and matured worldwide, creating billions of digital natives and numerous unicorns in all corners of the globe. With the India’s swelling middle class of youthful online consumers as the catalyst, the country stands apart and is poised to lead global growth as it enters a golden age of digital transformation.


More info & register


Introduction to Python for Financial Analysis 

This is a 10-week online course with a structured progression of lectures and workshops, designed for programming beginners with a background in financial analysis

10 week online course commencing weekly from 11 March through to June, excluding Easter and school holidays.

Who should attend

  • Financial Analysts
  • Investment Bankers
  • Accountants, Actuaries & Auditors
  • Risk Managers
  • Portfolio Managers
  • Market Researchers &
  • Quantative Analysts

For more about INFINZ, https://www.infinz.com/

Become an Associate Member

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.

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