Candidate Resources

CFA Program Candidate Resources

If you are enrolled in the CFA Program, join CFA Society New Zealand on LinkedIn to stay connected. Additionally explore other resources below.

Learning Ecosystem

An online, adaptive study tool to help you prepare for your exam.

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Curriculum and Exam Topics

Explore core curriculum topics across the CFA Program Levels I, II & III.

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CFA Program Scholarships

Scholarships are available for qualified students. We also offer a Women’s Scholarship.

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New Zealand Candidate Resources

CFA Society New Zealand supports candidates preparing for the challenging CFA Program exams.

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Passing the three exams marks true mastery of the curriculum and is the most important task required to earn the CFA® charter. On average, candidates report investing over 300 hours of study in advance of successfully passing each level.

Level I Level II Level III
Level Requirement Meet CFA Program enrolment requirements Pass Level I CFA exam and meet CFA Program enrolment requirements Pass Level II CFA exam and meet CFA Program enrolment requirements
Question Format Multiple choice questions Vignette-supported multiple choice questions Vignette-supported essay and multiple choice questions. Choose one of three specialized pathways .
Exam Results Availability Within 5–7 weeks of taking the exam and completion of your Practical Skills Module Within 5–7 weeks of taking the exam and completion of your Practical Skills Module Within 6–8 weeks of taking the exam and completion of your Practical Skills Module
10 Year Average Pass Rate 41% 45% 52%
Details View Quick Start Guide for Level I View Quick Start Guide for Level II View Quick Start Guide for Level III

Mentor Roundtables

CFA Society New Zealand is launching Mentor Roundtables, a new initiative designed to connect CFA candidates with experienced professionals from the investment industry.

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Candidate Advisory Panel

Panel setup to provide structured input from candidates and help inform the Society’s candidate engagement initiatives.

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Kaplan Scheweser

Explore Kaplan Schweser Exam Prep Offerings. Note that all pricing on Kaplan’s website is in USD. Six exclusive scholarships are offered annually to New Zealand candidates; when applications open in December, details will be shared with all enrolled candidates.

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Research Challenge

The CFA Institute Research Challenge is a global competition that provides university students with hands-on intensive training in financial analysis and professional ethics.

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How to become a CFA Charterholder

New Zealand CFA candidates participate in the international CFA Charterholder Program. Locally, CFA Society NZ delivers a program of candidate support and initiatives to help guide them through their journey.

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Upcoming Candidate Events

Take a look at upcoming candidate events on Eventbrite

FEATURED EVENT

Candidate Career Panel
9 June | 5:30pm-6:30pm | PwC, Auckland CBD

Join us for a CFA Career Pathways Panel, an in-person event designed to give current CFA candidates valuable insight into the diverse career opportunities available through the CFA Program.

This panel features Anna Boyle, CFA, Jonathan Wall, CFA and John Kells, CFA, and is moderated by Stephanie Peterson, CFA. Representing key CFA specialisations—Portfolio Management, Private Wealth, and Private Markets—they will share their career journeys, day-to-day roles, and how the CFA designation has supported their professional development.

Following the panel discussion, stay on for informal networking drinks—an opportunity to connect with fellow candidates, members, and charterholders.

Exclusively for current CFA candidates and members.

Open to candidates across all CFA Program levels, this is a great chance to explore potential career pathways and build your network.

Register here>