Our society is an association of local investment professionals engaged in a wide variety of roles including corporate finance, portfolio management, security analysis and investment advice.  We aim to promote the highest ethical and professional standards within the investment industry; we encourage professional development through the CFA program and continuing education; we facilitate the exchange of information and ideas within our local investment community and beyond and we work to further the recognition of the CFA designation and what it stands for.   As one of CFA Institute member societies, we also connect our members with a global network of investment professionals.

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Latest CFAS News

  • Open Letter Campaign

    Open Letter Campaign

    Media Release CFA Societies Australia partners with super industry leaders in Open Letter Campaign to Asset Managers


    Aims to raise standards of compliance in asset management industry by adopting Asset Code of Conduct


    15 March 2018 : Today, [six] of Australia’s leading superannuation funds expressed their support for higher ethical standards within the industry by signing CFA Societies Australia’s Open Letter (Letter), which asks managers to adhere to the standards set forth in the CFA Institute Asset Manager Code (Code)


    Signatories of the

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  • CFA Study Reveals Leaders Must Transform if Investment Industry is to Thrive

    Industry research outlines the trends and disruptions, suggests roadmap needed

    Sydney 9 April : The ‘Future State of the Investment Profession’ Study’  (Study) released by CFA Institute describes an industry at an existential crossroads and warns that investment industry leaders who fail to transform their business models may jeopardize the future of their firms.

    The release of the Study coincides with the ‘Putting Investors First’ campaign, an annual CFA Institute initiative to focus the attention of the industry on the needs of investors around the world.

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  • CFA Sydney - Candidate Gender Diversity

    Sydney 29 May 2017: CFA Societies Australia, member societies of CFA Institute, the global association of investment professionals, today noted that the ratio of female and male exam candidates was now close to 50 per cent.

    Amongst new candidates sitting for exams in December 2016, 46 per cent were women and 54 per cent were men. Female candidates returning to re-sit exams accounted for 44 per cent of total candidates.

    Mr Anthony Serhan, CFA, President CFA Society Sydney and Managing Director, Research Strategy, AsiaPacific at

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  • CFA Societies of Australia celebrates 20th anniversary

    CFA Societies of Australia celebrated their 20th anniversary on October 5th 2016. Over 350 guests attended the birthday dinner in Sydney, including CFA members and our industry colleagues. It was a great evening of the community coming together over terrific entertainment and important reflection.

    Highlights included a video interview featuring ten of the past and present presidents, as they looked back at history and forward to the future; and Geoffrey Robertson QC reprising his role as host of the TV series "Hypothetical" with senior industry

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  • CFA launches ESG guide for investment professionals

    November 2015 : CFA Institute has added an environmental, social and governance (ESG) guide for investment professionals to its expanding library of Codes, Standards and Guidelines. The Guide was developed in response to growing interest among investment professionals to better incorporate ESG issues in investment analysis, and serves as a comprehensive introduction to ESG considerations.

    CFA Society Sydney president, Anthony Serhan , said "Awareness of ESG issues in investing from energy efficiency to employee relations to bribery and corruption has grown substantially in the last decade." Noting

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  • More than 14,500 Pass Level III CFA Exam globally,

    Sydney, 12 August 2015 – CFA Societies of Australia, member societies of CFA Institute , the global association of investment professionals, today announced that 53 per cent of the 27,468 candidates who sat for the Level III CFA exam in June 2015 had passed their third and final exam . The 14,664 successful candidates will become CFA charterholders in early October, pending experience and membership requirements.

    Mr Anthony Serhan, CFA , President of CFA Society of Sydney, called on investment professionals to promote the highest standards of education

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  • Financial regulators ‘asking the wrong question’

    Sydney, 21 May 2015 : The focus on financial stability above all else may be leading governments and regulators to lose sight of what regulation should really be about, namely protecting investors and consumers, according to a leading global investment expert.

    Speaking yesterday at a breakfast organised by the CFA Institute as part of its ' Putting Investors First ' (PIF) month, Mr Anthony Neoh QC, SC , who is on the international advisory committee of the China Securities spoke about global trends in financial regulation, outlining a number

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