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

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CFA Institute LIVE 2027

Registration is now open for CFA Institute LIVE 2027 in Hong Kong SAR and Toronto, with preferred pricing for CFA Institute members. Strengthen your investment judgment, exchange ideas with professionals from around the world, and gain practical frameworks and new approaches you can apply within your organization.

Register now with preferred member pricing

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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2026 CFA Charterholder Graduation Ceremony & AGM

Tuesday, 1 December 2026 | 5.30–7.30pm | PwC, Auckland

Join CFA Society New Zealand for our 2026 AGM and CFA Charterholder Graduation Ceremony, an evening celebrating our newest CFA charterholders and their achievement.

The evening will begin with a short Annual General Meeting, followed by the presentation of charters and an opportunity to celebrate with family, friends and members of the CFA community.

Register here

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

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2026 in Review: What Actually Moved NZ Markets and What's Next for 2027?

Join CFA Society NZ and INFINZ for an engaging evening looking back at the forces that shaped New Zealand’s financial markets in 2026.

11 November | 5.30pm-7.30pm | Auckland

Register here

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    • 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