CFA Society Melbourne

About Us


Founded in 2000, the CFA Society Melbourne, serves the best interests of its members through the provision of educational seminars, the promotion of high professional and ethical standards, social networking events and its annual forecasting dinner. The Melbourne Society currently has a membership of 680+ Members and 50+ Candidate Members and is run by a group of dedicated volunteers elected by the members.
Involvement spans a wide representation of firms and institutions represented through thee membership base, with CFA Charterholders holding positions as diverse as CEO/Principal through to student or self employed. As one of CFA Institutes’ (the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations) member societies, our society connects members to a global network of investment professionals

Being an association of local investment professionals, encompassing portfolio managers, security analysts, investment advisors, and other financial professionals, we promote:

  • ethical and professional standards within the investment industry,
  • encourage professional development through the CFA Program and continuing education,
  • facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
  • work to further the public’s understanding of the CFA designation and investment industry.