CFA Societies Australia

CFA Societies Australia was established to build the brand and influence of chartered financial analysts (CFAs) in Australia, grow member and candidate numbers, deepen engagement with members and stakeholders, and contribute to the investment-management industry and the integrity of financial markets.

For further information please contact:


Michaela Francis
Executive Director,
CFA Society Sydney
+61 404 264 636
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Representing the interest of three Australian societies of the CFA Institute, together they are not-for-profit associations of more than 3,000 investment professionals in Australia setting the highest standards of education, integrity and professional excellence.


To lead the investment profession globally, by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society.

Advisory Councils

To raise awareness of the significant issue of diversity disparity, and to effect positive change and achieve outcomes that lead to industry and community transformation.

To serve the greater good by creating an environment where investor and community rights come first, markets function at their best and economies grow.

To contribute to employer engagement, retention, growth and brand objectives through projects that advance strategic goals.


In 1947, four financial analyst societies – Boston, Chicago, New York, and Philadelphia – cooperated for the purpose of promoting the exchange of ideas and supporting the welfare of their profession. In 1962, some of these financial analysts created the CFA designation and established a code of conduct.

In 1963, the profession was formalised when 284 candidates sat the first CFA exam and 268 CFA charters were awarded. In 2004, the Association for Investment Management and Research changed its name to the CFA Institute. There are more than 170,000 CFA charterholders worldwide in 164 markets.

CFA Society Sydney was the first society to form in Australia in 1996, with Melbourne following in 2000 and Perth in 2012. Today, these three societies and a Brisbane chapter make up CFA Societies Australia.


Become a member of CFA Institute to use CFA® designation, engage with the issues affecting the profession, connect with local and global colleagues, and access top-tier professional learning resources and the latest industry insights.

Becoming a society member is a great way to get practical benefits from the CFA designation and engage with the industry. The societies work hard to provide members with a wide range of member benefits. These include networking opportunities, professional development, workshops, conferences, volunteer opportunities and mentoring. CFA Societies Australia also advocates for the highest standards of competency, compliance, ethical behaviour and market integrity on behalf of beneficiaries of financial services in Australia.

Top 10 employers of CFA charterholders*

• National Australia Bank
• Commonwealth Bank of Australia
• Macquarie Group
• Westpac Banking Corporation
• AustralianSuper
• ANZ Banking Group
• PricewaterhouseCoopers
• Deloitte
• EY
* In descending order, starting with firms with highest number of CFA charterholders.

Top 10 CFA charterholder occupations*

• Research analyst, investment analyst, quantitative analyst
• Portfolio manager
• Other
• Corporate financial analyst
• Consultant
• Risk analyst/manager
• Relationship manager/account manager
• Financial adviser/planner/wealth manager
• Accountant or auditor
• Investment strategist
* In descending order, starting with most popular occupations for CFA charterholders.