CFA Society New Zealand Candidate Committee


The candidate committee will assist CFA Society New Zealand to engage with candidates in a way that supports the society mission and the candidate journey.


  • Assist with planning, organising and delivering candidate activities. These include exam preparation, social events, career events, candidate membership.
  • Provide a candidate perspective and input with regards to the above.

Committee composition

  • The Committee will comprise of up to eight volunteers.
  • The committee members will be mostly candidates but can include charter holders who are CFA Society members. It should include one university student and one person from Wellington and candidates from various levels (1,2,3).
  • The Chair will be from the CFA Society NZ board, who’s portfolio is ‘Candidate Engagement’ (Eric Wei).
  • The committee Vice Chair will lead the management and operations of the committee.

Term and nominations

  • Candidates and members can self-nominate to join the committee or can be invited to join. There is a rolling entry although joining at the start of the year is best.
  • Applications can be made online
  • The opportunity to join the committee will be promoted candidates and members.
  • Committee members will be reviewed and selected on the previous year’s contribution and/or future impact. This will be done by the Chair, Vice Chair and Society Executive Officer.
  • Committee members commit to volunteer until the end of the calendar year.

Roles and responsibilities

  • Attend committee meetings by video conference approximately every two months (alternative months to board meetings) the society Executive Officer will also attend.
  • Suggest, assess and provide input for candidate activities
  • Provide hands-on assistance at events.
  • Network with other candidates and people within the finance industry.


A budget will be allocated by CFA Society NZ to support the activities Candidate Committee.

Recognising volunteers

  • Name on society website
  • Acknowledgment at AGM
  • No charge for Candidate membership (when implemented)
  • Priority for opportunities such as complimentary tickets for events
  • Potential pathway to board directorship

Please apply / register your interest

go back