CFA Society Malaysia

CFA Society Malaysia Connecting members globally, promoting ethics and professional development through the CFA Program.

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 publicโ€™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.

A community grows strongest when its members help shape it.Introducing Member Circleโ€”our new member-led community series...
09/08/2026

A community grows strongest when its members help shape it.

Introducing Member Circleโ€”our new member-led community series, where members bring fellow members together through small, interest-based activities beyond the professional setting.

We kicked off the series last week with Member Circle: Morning Run. After a refreshing morning run, our members continued connecting over breakfast and good conversations.

A big thank you to our member host for leading the session and to everyone who joined us. This is only the beginning, more Member Circle activities are coming your way!

The right mentor can change the course of your career. So can becoming one.Join CFA Institute for the official launch of...
05/08/2026

The right mentor can change the course of your career. So can becoming one.

Join CFA Institute for the official launch of the Global Mentorship Program and discover how meaningful mentoring relationships can help you exchange knowledge, broaden your perspective, and grow professionallyโ€”wherever you are in your career.

Learn how you can connect one-to-one with CFA Institute members around the world, whether you are looking for guidance or ready to share your experience.

๐Ÿ”นWebinar: The Global Mentorship Program Launch: Building Meaningful Mentoring Relationships
๐Ÿ”น Date: 11 August 2026
๐Ÿ”น Time: 9:00 PM MYT

This webinar and the Global Mentorship Program are exclusive to CFA Institute members.

Register today: https://bit.ly/4vVjVSF

What an eventful month it has been for our valued members!Across four consecutive weeks, our members came together to ex...
31/07/2026

What an eventful month it has been for our valued members!

Across four consecutive weeks, our members came together to exchange insights, share meals, enjoy durians and catch a movie together. While each event offered something different, they all created space for meaningful conversations and connections beyond the workplace. We were also pleased to welcome CFA Program candidates to one of these gatherings, extending the experience to our wider community.

Thank you to everyone who joined us and made each event memorable. We have more exciting experiences coming your way. Stay tuned for whatโ€™s next!

Yesterday, CFA Society Malaysia welcomed Employer Partners and industry leaders for our Industry Roundtable: The Future ...
30/07/2026

Yesterday, CFA Society Malaysia welcomed Employer Partners and industry leaders for our Industry Roundtable: The Future of Finance โ€“ Digitalization and Tokenization, featuring Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy at CFA Institute.

As technology continues to reshape the financial landscape, meaningful conversations have never been more important. The roundtable provided an opportunity for participants to exchange perspectives, challenge ideas, and explore how digitalization and tokenization are influencing the future of capital markets.

Thank you to Olivier for leading such a thought-provoking discussion, and to all our Employer Partners and participants for your active engagement and valuable contributions. We look forward to bringing the industry together for more conversations that inspire collaboration and shape the future of finance.

๐Ÿ“ MEMBERS EXCLUSIVE | Pickle & Mingle 2026Pickle & Mingle is back!Join us for a morning of pickleball, friendly competit...
29/07/2026

๐Ÿ“ MEMBERS EXCLUSIVE | Pickle & Mingle 2026

Pickle & Mingle is back!

Join us for a morning of pickleball, friendly competition, and networking with fellow CFA Society Malaysia members.

Open to all skill levels, with a coach available to guide beginners. The session will also feature a mini fun tournament with exciting prizes.

๐Ÿ“… 15 August 2026 (Saturday)
๐Ÿ•˜ 9:00 AM โ€“ 1:00 PM
๐Ÿ’ฐ Commitment Fee: RM40

This event is exclusive to renewed members. Seats are limited and available on a first come, first served basis.

๐Ÿ“ฉ Registration details have been sent via email. Register by 9 August 2026.

22/07/2026

Private markets are no longer a peripheral segment of the investment landscape. They have become a central mechanism of capital formation, shaping how companies raise capital, how investors build portfolios, and how risk moves through the financial system. โ€‹

The latest report from CFA Institute Research & Policy Center examines the forces driving the expansion of private markets and the implications for investors, policymakers, intermediaries, and the investment profession.โ€‹

Read the report:

This report examines private marketsโ€™ growth, risks, and implications for investors, policymakers, intermediaries, and the investment profession.

Looking to expand your knowledge, grow your network, or gain fresh industry insights? As a Supporting Partner, we are pl...
15/07/2026

Looking to expand your knowledge, grow your network, or gain fresh industry insights? As a Supporting Partner, we are pleased to share these upcoming programs for finance and investment professionals.

๐Ÿ“ AMPLIFIE โ€“ Investor Engagement: Are You Getting it Right?
๐Ÿ—“ 30 July 2026
๐Ÿ”— Learn more: https://tinyurl.com/efr3f44p

๐Ÿ“ Invest Fair 2026
๐Ÿ—“ 18โ€“19 July 2026
๐ŸŽค Don't miss CFA Society Malaysia's featured session: "Should You Take the CFA? Experience, Survival, and Secrets" by Tan Hwai Jon, CFA
๐Ÿ”— Learn more: https://shareinve.st/71zt

๐Ÿ“ ASEAN Banks at a Crossroad: 2H26 Credit Outlook
Hear from Rena Kwok, CFA, CAIA, Senior Credit Analyst covering Asian Financials at Bloomberg Intelligence, as she explores the key credit trends, risks, resilience, and emerging opportunities shaping ASEAN banks in the second half of 2026.
๐Ÿ—“ 29 July 2026
๐Ÿ•“ 4:00 PM โ€“ 5:00 PM (MYT / PHT)
๐Ÿ”— Register: bit.ly/2H26Webinar

๐Ÿ“ Wealth at Work Series (WAWS) 2026 โ€“ Financial Planning for Professionals Roadshow
๐Ÿ—“ September 2026 | Johor Bahru
๐Ÿ”— Learn more: https://www.mfpc.org.my/waws/

๐Ÿ“ Business Valuation Workshop with Prof. Aswath Damodaran
๐Ÿ—“ 12โ€“13 November 2026
๐ŸŽ‰ Exclusive for CFA Society Malaysia members: Early Bird registration has been extended until 31 July 2026
๐Ÿ”— Learn more: [email protected]

We encourage you to explore these opportunities and register directly with the respective organizers.

Meet the Top Mentees of the Future Leaders Mentoring Program 2026!Every mentoring journey is unique, and these three par...
14/07/2026

Meet the Top Mentees of the Future Leaders Mentoring Program 2026!

Every mentoring journey is unique, and these three participants stood out through their commitment, engagement, and growth throughout the program. Swipe through to read their reflections on the experience, the lessons they gained, and the insights they'll carry forward.

Congratulations once again to our Top Mentees, and thank you to all the mentors and mentees who made this year's Future Leaders Mentoring Program a meaningful journey. We look forward to another inspiring cohort next year!

What happens to your wealth after you've built it?Join us for Conversations on Legacy: Shariah Wealth & Inheritance Plan...
13/07/2026

What happens to your wealth after you've built it?

Join us for Conversations on Legacy: Shariah Wealth & Inheritance Planning Over Dinner, an evening of meaningful discussion on practical approaches to wealth preservation, inheritance planning, and planning a lasting legacy.

This event is open to all CFA Society Malaysia members, as well as Level II & Level III CFA Program candidates. Whether you're looking to deepen your understanding of Shariah wealth planning or simply explore the importance of legacy planning, you're welcome to join us for an evening of learning, discussion, and networking over dinner.

๐Ÿ“… 21 July 2026 (Tuesday)
๐Ÿ•• 6:00 PM โ€“ 9:30 PM

๐Ÿ“ง Registration details have been sent via email. Please check your inbox to secure your seat. Registration closes this Friday.

08/07/2026

The official highlights of the CFA Society Malaysia Charter Award & Employer Recognition Award Ceremony 2026 are now available.

Join us in celebrating 101 new CFA charterholders and the continued support of our Employer Partners as we look back on a memorable day for our investment community.

You can also watch the video on our YouTube channel:
๐ŸŽฅ https://youtu.be/2use5BYgiTI

Learn more about the event:
๐Ÿ“ฐ The Edge feature: https://qrco.de/cfacharteraward2026
๐Ÿ“ธ Event photo album: https://www.facebook.com/cfamalaysia/

Congratulations to the Class of 2026!

Address

Menara BT, Common Ground, Tower 3, Avenue 7, Horizon 2, Bangsar South 8, Jalan Kerinchi
Kuala Lumpur
59200

Opening Hours

Monday 09:00 - 17:30
Tuesday 09:00 - 17:30
Wednesday 09:00 - 17:30
Thursday 09:00 - 17:30

Telephone

+60392131631

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