CFA Society Melbourne

The CFA Society Melbourne represents the interests of close to 1000 local members of the investment profession.

The Society, which was founded in 2000, is a leading member society of CFA Institute. There are more than 190,000 CFA® charterholders worldwide in 164 markets; the CFA Institute has nine offices worldwide and there are 160 local member societies, making it the world’s largest association of investment professionals. The local society serves members’ best interests through the education of investment professionals, by informing policymakers and the public about the profession and through the promotion of high professional and ethical standards.

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;

  • Professional development through the CFA Program and continuing education;

  • Exchange of information and opinions among people within the local investment community and beyond; and

  • Public recognition of the CFA designation.

Our Mission

 

To make CFA Society Melbourne an integral part of the investment and wealth management profession in Australia.

Our Vision

 

To serve members of the Society by

  • Enhancing the reputation of the CFA® designation in Australia by promoting ethics, integrity, inclusion and professional excellence and

  • Improving the competency and standards of the investment and wealth management profession in Australia.

Our independent voice aims to ensure the integrity and efficiency of the capital markets that underpin our profession and the broader economy.