CFA Society Perth

A Member of the CFA Institute Global Network of Societies

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 Welcome to CFA Society Perth

CFA Society Perth serves its members by providing a regional forum for the discussion of investments, economics and finance. The organization promotes high standards of expertise and conduct among investment managers and analysts.

 CFA Society AGM

CFA Society Perth Annual General Meeting

The CFA Society Perth AGM will be held 5:00 pm Wednesday, August 8, 2018, at Wesfarmers: Level 14 Brookfield Place, Tower 2, 123 St Georges Tce.

Please see the notice of meeting and proxy form here. We would be pleased to receive proxy forms for all members who are unable to attend in person,

 Society Leaders Conference 2017

​At the recent annual CFA Society Leaders Conference, CFA Society Perth President Nicki Ivory interviewed Emily Dunbar, Head Society Relations CFA Institute.

A video of the interview can be found here.

 CFA Research Challenge

The CFA Society of Perth wishes to congratulate all teams who competed in the 2018 Research Challenge, particularly the winning team of Antoine Nguyen, Michael Assmann, Darren Gan, Erin Oliver and Andre Chinnery representing the University of Western Australia.

Please review the Research Challenge page for more information.

 Diversity in Financial Services


CFA Societies Australia wants financial services to lead Australian business as advocates and practitioners of diversity and inclusion, with an initial focus on gender equality.

The ‘Gender Diversity in Investment Management’ Survey found that, compared with their male counterparts, the top female investment professionals globally only hold 9.8 per cent of Chief Executive Officer roles, 10.2 per cent of Chief Investment Officer roles, 11 per cent of Chief Financial Officer roles,14.9 per cent of portfolio managers, 15.1 per cent of investment consultants and 17.3 per cent of personal financial advisors or planners. Women were found to be also more likely than men to have jobs that support or service those in investment management: 22 per cent for women versus 16 per cent for men.

The full media release can be found here.

 CFA Fintech Report



The new FinTech 2017: China, Asia and Beyond report released by the CFA Institute argues that, while FinTech companies were usually strong at technology and applications, they are mostly inexperienced in financial sector operations and therefore unlikely to completely
replace the more conventional sectors of the financial services industry.

The full media release can be found here.

 CFA Passport Program

Introducing the Global CFA Society Passport Program. A new benefit for Members of the Society!
iety of Perth is proud to be part of the Global CFA Society Passport Program.

Do you travel to areas that have a CFA Institute member society? Are you looking to network with local professionals and fellow charterholders in your region or around the globe? Do you want to learn more about trends and developments in other markets? As a member of CFA Society of Perth, you are part of a community of over 125,000 CFA Institute members representing 149
countries and 144 societies in 69 countries.

CFA Society of Perth is pleased to offer members of any member society the opportunity to
attend our events at the local member rate. And in retu
rn, Members of the Perth Society may attend the events and activities of societies participating in the Passport Program at their member rates.

As a member of your local society, your Global CFA Society Passport Program benefits include:

  • opportunities for extended global networking
  • access to global professional development opportunities
  • more opportunities to earn CE points
These events and opportunities could result in improved understanding of the local market, as well as global networking and career opportunities.

How to Participate?
If you are interested in attending another society’s program or event, look for the Global Passport Program logo on eligible society events or the society’s website. For a full list of CFA Institute member societies, please visit the CFA Institute website From time to time, we may promote eligible events in our communications.

 ‭(Hidden)‬ Australia Investment Conference 2015

The Australia Investment Conference was held in October 2015.

Please review the highlights on the CFA Societies of Australia website.

 ‭(Hidden)‬ Access Scholarship 2015

Access Scholarships provide needs-based scholarship opportunities for those unable to afford the full price of the CFA Program enrollment and registration fees. In collaboration between CFA Institute and its member societies around the world, over 2,600 Access Scholarships are awarded to CFA Program applicants each calendar year.


Waive the CFA Program enrollment fee and reduce the exam registration fee (includes access to the curriculum eBook) to US$250.*

Award Cycle
Access scholarships are awarded in December to be applied to exams in the following year. If awarded, the recipient can apply the scholarship to

  • the June exam (Levels I, II, and III) or
  • the December exam (Level I only).

The 2015 Access Scholarship program is effective for the June 2015 and December 2015 exams.

Upcoming Important Dates
Mid−March 2015 − Final registration deadline for the June 2015 exam
Early July 2015 − Last scholarship registration deadline for the December 2015 exam; coupon codes will expire after this date

Access Scholarships: Official Rules

The 2015 Access Scholarship Application is available now through the CFA Institute website.

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