NZ Associate Membership

Become a member of CFA Society New Zealand with our Associate Membership.  Key to the membership is ethics training formed from the CFA® Program, and ongoing ethics professional development.

For some background on why the Associate Membership was developed, please link to an article on why ethics in finance matters

Benefits of Associate Membership

  • Being part of CFA Society New Zealand and aligning with the globally recognised CFA brand;
  • Connecting with the local and global community of CFA charterholders;
  • CFA Society New Zealand events and resources.  Enjoy events that are free or discounted for members, and member-only events;
  • Involvement in member-only activities and initiatives such as the mentoring programme;
  • Initial ethics training and ongoing ethics professional development, and
  • A point of difference within a competitive market.  Associate Membership shows your commitment to putting your clients’ needs first.

Become an Associate Member

  • APPLY NOW. Complete an online application; standard membership or for CFA candidates/charter pending
  • Applicants need at least two years professional experience in the financial service sector and/or related industries such as law, consulting, academia or government, or have passed level one of the CFA Program.
  • Successfully complete online ethics training, or have passed level one of the CFA Program.  The online ethics training is based on the ethics content from the CFA Program.  There are six modules that take approximately eight hours in total, with three months to complete.
    Standard 1: Professionalism
    Standard 2: Integrity of capital markets
    Standard 3: Duties to clients
    Standard 4: Duties to employers
    Standard 5: Investment analysis, recommendations and actions
    Standard 6: Conflicts of interest
  • Complete ongoing ethics professional development; at least two hours a year.
  • Members submit a Professional Conduct Statement every year and abide by the CFA Society New Zealand Incorporated Rules.

Email us if you have any questions and/or to talk with someone about the membership.

Annual Costs

  • Standard membership; $250 (incl GST)
  • CFA candidates who have completed level 1, and CFA charter pending; $50 (incl GST) Note: this discounted rate is available to each person for a limited period of time
  • Special/group pricing is available for 10 or more applications, please inquire.
Members attend a free Ethics in Action workshop
Promoting your Associate Membership
  • Associate Members should state they are an: ‘Associate Member of CFA Society New Zealand’
  • You can use the CFA Society New Zealand logo click here
  • Please note that only CFA charterholders, who have successfully completed the full CFA Program, are permitted to use the CFA designation after their name