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New Zealand; a proud member of the global CFA Society® network

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Featured Benefit: Member-Exclusive Webinars

We invite you to explore a new series of member-exclusive webinars focused on the trends shaping the investment industry. Across private markets, AI, leadership, and compliance, each session is designed to deliver practical, real-world insights you can apply immediately. Members can also earn 1 PL credit per session. 

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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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WHAT'S HAPPENING IN POLICY, THE ECONOMY, AND INVESTMENT MARKETS


Tuesday, 29 April 2026, 
12.00 – 2.00 pm
Wellington

Join Christina Leung, CFA, Deputy Chief Executive & Principal Economist, NZIER; Eric Crampton, Chief Economist. The NZ Initiative and Simon O'Grady, Chief Investment Officer, Booster for an exclusive pre-budget briefing where they decode the trends, risks, and opportunities that matter most.

Register here

CFA members are Complimentary to this INFINZ event.

Webinar April 28th


Join us for this must-attend online session, where Sailesh S. Radha will share insights on the evolving landscape of global equity investing.

Register online here

New Event Announcement


Join Alice Mew, Head of Investment Strategy at Craigs New Zealand, and Rousseau Lötter, Head of Investment Solutions, for a thought provoking discussion on how robust investment strategy is developed and implemented in an increasingly complex and behaviourally driven market environment, hosted by Jennifer Chee, CFA.

Register here

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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