Institute of Finance Professionals New Zealand Inc

What Institute of Finance Professionals New Zealand Inc does

The Institute of Finance Professionals New Zealand Inc (INFINZ) is a member-based professional body for individuals working in finance roles and New Zealand's broader financial services ecosystem, founded in 2002 and incorporated as a New Zealand Incorporated Society (registration number 1210409). Headquartered in Martinborough with a small staff of 1-10, INFINZ serves 2,000+ individual members across student, young professional, emerging leader, and general tiers, with sectoral composition spanning banks (17%), law firms (12%), asset managers, corporates, regulators, and academia.

INFINZ generates revenue through tiered annual membership subscriptions (NZD 30-450 inclusive of GST), paid educational programs, event registrations, and corporate partnerships. Its core product suite includes the AI Academy Webinar Series (a six-module program delivered with Datacom), a 10-week Intro to Python for Financial Analysis course, the Executive Roundtable Series: Leading Transformation, Next Directors Programme, CFO Fundamentals, and 101 Webinars. The organization also operates a free Mentoring Programme (established 2014) for members under 40, hosts 50+ events annually across Auckland, Wellington, and Christchurch, and runs two flagship annual events: a 600-delegate Conference and an 800-guest black-tie Awards dinner.

Go-to-market is sales-led and direct: membership is acquired and renewed through the infinz.com website, with discounted two-year and group-registration options, complimentary membership for parental leave and members over 70 with 10+ years, and 10% group discounts on courses. INFINZ is a member-controlled non-profit governed by a Board, with a partnership ecosystem of 40+ organizations including all major NZ/AU banks (ANZ, ASB, BNZ, Westpac, Commonwealth Bank), the Big 4 (Deloitte, EY, KPMG, PwC), BDO, leading NZ law firms (Bell Gully, Buddle Findlay, Chapman Tripp, Dentons, DLA Piper, Duncan Cotterill, MinterEllisonRuddWatts, Russell McVeagh), the NZX, NZ Super Fund, and international financial institutions. The organization is also an active advocacy voice, contributing to Financial Markets Conduct Act (FMCA) development.

Name

Institute of Finance Professionals New Zealand Inc

Legal name

Institute of Finance Professionals New Zealand Inc

Website

https://infinz.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

INFINZ is a member-based professional body serving 2,000+ finance professionals in New Zealand through tiered memberships, CPD-accredited education, mentoring, events, and advocacy, with revenue from subscriptions, courses, and a 40+ partner corporate ecosystem.

Ownership category

akta.pro rank

Headquarters

HQ city

Wellington

HQ country

New Zealand

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership Subscriptions: Individual membership fees charged annually based on membership tier (Student $30, YFP $112.50, ELG $225-$450, General $450). Renewal invoices issued automatically after twelve months. Additional revenue from event registrations, course fees, and conference attendance.
2. Educational Programs and Courses: Revenue generated from AI Academy webinar series ($650 members/$785 non-members for full series), Python programming course ($2,075 members/$2,520 non-members + GST), and Leading Transformation executive program ($999-$1,100 members/$1,299-$1,400 non-members).
3. Event and Conference Revenue: Revenue from annual INFINZ Awards (black-tie dinner for 800 guests), annual Conference (600 delegates), and approximately 50 additional events annually. CPD hours provided for professional development.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

INFINZ is an individual member-based professional association for finance professionals in New Zealand, providing tiered memberships (Tertiary Student, YFP, ELG, Young Women in Finance, General), CPD-accredited educational courses, networking events, an annual conference and awards, mentoring, and advocacy representation to regulators and government. The organisation is funded by individual membership subscriptions, course and event fees, and corporate sponsorships from major banks, the FMA, Big Four firms, and other industry participants.

Product overview

INFINZ is a professional membership organization offering a comprehensive suite of educational programs, networking events, and professional development services for finance professionals in New Zealand. The core educational portfolio includes the AI Academy Webinar Series (a six-module Datacom-delivered program on AI literacy, prompting, ethics, and implementation), the Intro to Python for Financial Analysis (a 10-week online course), and the Executive Roundtable Series: Leading Transformation (a four-session senior leadership program). Additional offerings include the Next Directors Programme, CFO Fundamentals, Financial Statement Analysis 101, Strategy and Value Creation, and 101 Webinars. The organization also operates an INFINZ Mentoring Programme for emerging professionals under 40, hosts the Annual Awards black-tie dinner and Annual Conference, and provides individual membership tiers serving over 2000 members across student, young professional, emerging leader, and general categories.

Differentiator

Problem solved

Functional benefit

Products and services

• INFINZ Individual Memberships (Tertiary Student, YFP, ELG, Young Women in Finance, General) Tiered annual individual memberships for New Zealand finance professionals, with categories including Tertiary Student, Young Finance Professionals (YFP), Emerging Leaders Group (ELG), Young Women in Finance, and General. Includes CPD access, member-rate course/event pricing, mentoring eligibility, and advocacy representation.
• AI Academy course series CPD-accredited executive education course series covering applied artificial intelligence topics for finance professionals in New Zealand.
• Python for Finance course CPD-accredited training course covering Python programming skills applied to finance use cases.
• Leading Transformation course Executive education course on leading organisational transformation, targeted at senior finance leaders and managers.
• Next Directors course Director-development course preparing senior finance professionals for board and directorship roles.
• CFO Fundamentals course Foundational CPD-accredited course for current and aspiring Chief Financial Officers covering core CFO responsibilities.
• Financial Statement Analysis 101 course Introductory CPD course covering financial statement analysis techniques for finance professionals.
• Strategy and Value Creation course CPD-accredited course on corporate strategy and value creation for finance professionals.
• 101 Webinars Webinar series covering introductory and topical finance subjects, delivered to INFINZ members as part of the CPD programme.
• INFINZ Mentoring Programme Structured mentoring programme pairing senior finance leaders with emerging talent across the INFINZ membership.
• INFINZ Annual Conference Flagship annual conference bringing together New Zealand finance professionals for keynote sessions, panels, and networking.
• INFINZ Annual Awards Annual awards programme recognising excellence across the New Zealand finance profession, including individual and team categories.
• INFINZ Roundtables and Networking Events Recurring roundtables and networking events for INFINZ members, held in Auckland, Wellington, and Christchurch.
• Advocacy and Industry Representation Standing advocacy service representing the New Zealand finance profession to regulators and government, including formal submissions such as the INFINZ submission on the Financial Markets Conduct Act.
• Corporate Partnership / Sponsorship Programme Corporate partnership and sponsorship programme giving New Zealand financial institutions, regulators, and advisory firms access to the INFINZ membership ecosystem and flagship event visibility.

Quantifiable outcome

• 96% satisfaction rate among members (Membership Survey 2025)
• +3 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

26 partnerships are on record, tiered minor and core.

• ANZminorGTM or Marketing PartnerMajor Australian and New Zealand banking institution listed as INFINZ partner. Banks represent 17% of total membership.
• ASBminorGTM or Marketing PartnerNew Zealand banking institution listed as INFINZ partner.
• BNZ (Bank of New Zealand)minorGTM or Marketing PartnerNew Zealand banking institution listed as INFINZ partner.
• Commonwealth BankminorGTM or Marketing PartnerAustralian banking institution listed as INFINZ partner.
• WestpacminorGTM or Marketing PartnerMajor New Zealand banking institution listed as INFINZ partner. Former CEO David McLean serves as INFINZ Distinguished Fellow.
• DatacomcoreTechnology or IntegrationDelivers the INFINZ AI Academy webinar series. One of Australasia's leading locally owned technology businesses providing AI training modules designed for finance professionals.
• DeloitteminorGTM or Marketing PartnerProfessional services firm listed as INFINZ partner.
• EY (Ernst & Young)minorGTM or Marketing PartnerProfessional services firm listed as INFINZ partner.
• KPMGminorGTM or Marketing PartnerProfessional services firm listed as INFINZ partner.
• PwC (PricewaterhouseCoopers)minorGTM or Marketing PartnerProfessional services firm listed as INFINZ partner.
• BDOminorGTM or Marketing PartnerProfessional services firm listed as INFINZ partner.
• NZX (New Zealand Stock Exchange)minorGTM or Marketing PartnerNew Zealand's stock exchange operator listed as INFINZ partner.
• NZ Super FundminorGTM or Marketing PartnerNew Zealand Superannuation Fund listed as INFINZ partner.
• AUT (Auckland University of Technology)minorGTM or Marketing PartnerUniversity partner listed as INFINZ partner.
• Victoria University of WellingtonminorGTM or Marketing PartnerUniversity partner listed as INFINZ partner.
• Bell GullyminorGTM or Marketing PartnerLaw firm partner listed as INFINZ partner. Lawyers represent 12% of total membership.
• Buddle FindlayminorGTM or Marketing PartnerLaw firm partner listed as INFINZ partner.
• Chapman TrippminorGTM or Marketing PartnerLaw firm partner listed as INFINZ partner.
• DentonsminorGTM or Marketing PartnerLaw firm partner listed as INFINZ partner.
• DLA PiperminorGTM or Marketing PartnerLaw firm partner listed as INFINZ partner.
• Duncan CotterillminorGTM or Marketing PartnerLaw firm partner listed as INFINZ partner.
• MinterEllisonRuddWattsminorGTM or Marketing PartnerLaw firm partner listed as INFINZ partner.
• Russell McVeaghminorGTM or Marketing PartnerLaw firm partner hosting INFINZ Executive Roundtable Series venue. Listed as INFINZ partner.
• Mosaic Financial ServicesminorGTM or Marketing PartnerFinancial services firm with partner Catherine Fletcher speaking at INFINZ Leading Transformation series.
• Fitch RatingsminorGTM or Marketing PartnerCredit ratings agency listed as INFINZ partner.
• Milford Asset ManagementminorGTM or Marketing PartnerAsset management firm with CEO Blair Turnbull speaking at INFINZ Executive Roundtable Series.

Scale indicators10 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• FINSIA (Financial Services Institute of Australasia): Pan-Australasian professional body for financial services, offering memberships, CPD events, and education across Australia and New Zealand. Most direct cross-Tasman comparable to INFINZ in scope and mission.
• GARP (Global Association of Risk Professionals): Global membership association for risk professionals, best known for the FRM credential. Comparable to INFINZ as a finance-professional body delivering certifications, events and educational content to practitioners worldwide.
• Chartered Institute for Securities & Investment (CISI): UK-headquartered global professional body for securities, investment, and financial planning professionals. Comparable to INFINZ as a membership and credentialing body serving capital markets practitioners with CPD-accredited education.
• Institute of Directors New Zealand (IoD NZ): NZ membership body for directors and governance professionals. Comparable to INFINZ as a domestic professional association delivering events, courses (including board readiness) and credentials to senior NZ business leaders.
• CFA Society New Zealand: Local chapter of CFA Institute, the global investment profession body. Directly comparable to INFINZ as a New Zealand-based membership association for finance/investment professionals offering events, education and a recognized credential.

Broad incumbents

• CFA Institute: Global professional body for investment professionals and issuer of the CFA charter. Comparable to INFINZ as the dominant international membership and credentialing authority in capital markets, against which INFINZ competes for NZ member attention.
• Chartered Accountants Australia and New Zealand (CA ANZ): Largest professional body for accountants in Australasia. Comparable to INFINZ as a membership body delivering CPD, events and credentials to finance professionals across NZ, though broader in scope (accounting vs. capital markets).

Regional players

• Institute of Investment Advisers NZ (IIANZ): New Zealand membership association specifically for investment advisers. Comparable as a domestic professional body serving a sub-segment of NZ finance professionals, but with a narrower remit than INFINZ.
• AFA (Association of Financial Advisers) New Zealand: NZ industry body representing financial advisers. Comparable to INFINZ as a domestic membership association serving a sub-segment of NZ finance professionals, but narrower in scope (advice vs. wholesale capital markets).
• Actuaries Institute (Australia/New Zealand): Professional body for actuaries across Australia and NZ. Comparable to INFINZ as a finance-domain professional association offering events, education and credentials to a specialist finance audience.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInnz.linkedin.com/company/infinz

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Institute of Finance Professionals New Zealand Inc