The Chartered Financial Analyst® (CFA) designation is recognised as one of the highest distinctions in the investment management profession.

CFA charterholders have successfully completed the rigorous CFA® Program and fulfilled membership criteria such as work experience and professional conduct requirements.  There are over 170,000 CFA charterholders worldwide, administered by CFA Institute and supported by 150+ societies.

CFA Society New Zealand has over 560 members, including CFA charterholders and Associate Members.  We also support CFA candidates; with over 900 people sitting CFA Program examinations in New Zealand in 2021.

CFA Society New Zealand:

  • Promotes ethical and professional standards within the investment industry.
  • Encourages professional development and continuing education.
  • Facilitates the exchange of information and opinions among people within the local investment community and beyond.
  • Builds recognition and understanding of the CFA designation and its values.
  • Connects members to a global network.

Mission Statement

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


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