CFA Society of Melbourne is a member society of CFA Institute. The Melbourne Society currently has a membership of 344 Members and 13 Candidate Members. We are a member-focused organisation, run by a group of dedicated volunteers elected by the members. Numerous firms and institutions are represented in the membership base with CFA Charterholders holding positions as diverse as CEO/Principal through to student or self employed.
Our society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote:
- ethical and professional standards within the investment industry,
- encourage professional development through the CFA Program and continuing education,
- facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
- work to further the public's understanding of the CFA designation and investment industry.
As one of CFA Institute member societies, our society connects members to a global network of investment professionals.