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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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Sean Keane: Rewiring the Global Order

Sean Keane

Join Sean Keane for an insightful geopolitical update.

2 July 2026 | 5:00pm–6:30pm | Forsyth Barr, Auckland

Register Auckland

FMA Financial Conduct Report: Webinar

FMA webinar

Join CFA Society New Zealand, INFINZ and New Zealand Private Capital for an exclusive webinar on the FMA's second FCR. 

15 July | 12pm-1pm | Online

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Stewardship Code and State of Stewardship

Rowland

Join CFA Society New Zealand for a webinar exploring the latest developments in stewardship in New Zealand and globally.

22 July | 12pm-1pm | Online

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    09 Mar, 2026 08:48 PM
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    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