Home - CFA Society of the Philippines

Congratulations Team Philippines!

Congratulations to Team Philippines for winning the Asia Pacific leg of the Global Investment Research Challenge on 6 March 2010. The Philippine Team came from the University of the Philippines, with students Pamela Li, Raymund Siegfrid Li, Jose Mari Punzalan, Rachelle Denise Sison, Choerleen Bianca Solema, faculty advisor Gavin Lee and industry mentor Denis G. Du,CFA. This winning team will represent the Asia Pacific region in the Global Investment Research Challenge to be held in Hong Kong on 17 April 2010. To read more about their triumph, go to these two press reports: report1, report2

Continuous Education Program 2010

Scheduled seminars are:

Why Bruce Lee would have been great at valuation

Date: 11 March, 2010 Time: 2:30pm to 5:00pm

Speaker: Mr. Joel Litman, Managing Director of Equity Analysis & Strategy, Inc.

Mr. Litman's presentation will explain why different valuation methods should be applied at the same time to a stock. Please see this page for details.

When Market Misbehaves : How to Profit from it

Date: April 8, 2010 Time: 2 pm

Renowned wealth management expert, Jean L.P. Brunel, will talk about how behavioral finance can be used to assist investors in making investment decisions. He will explain the most common behavioral finance phenomena, and present investment goals to take into account these phenomenons. He will then introduce subportfolios which can be used to guide investors in achieving these goals. See this page for more information.

The Personal Equity and Retirement Account (PERA) Law: What it means for investors and investment professionals

Date: June 24, 2010 Time: 2pm

Details of these seminars will be announced shortly. Other CE seminars being planned will cover topics on derivatives as well as investing for retirement. Please monitor this website or contact secretariat@cfaphilippines.org.

CFA Level 1 & Level 2 Review Courses in 2010

Chartered Financial Analyst^® (CFA^®) Society of the Philippines

and the Ateneo Center for Continuing Education

invite you to our newest offering the

CFA^® Review Program - Level I & Level 2

Join us as we prepare you for the globally recognized CFA^® exam which will earn you the credentials to have entry and advancement within the investment profession around the world!

Designed with rigorous curriculum covering a broad range of investment topics enhanced with leadership program committed to the highest ethical standards in the profession.

The Level 1 review program will run from February 15 to May 22, 2010, Mondays and Wednesdays from 6:00pm - 9:00 pm, at the Ateneo Salcedo Campus.

The Level 2 review program will run from March 9, to May 15, 2010, Tuesdays and Thursdays from 6pm to 9pm, at the Ateneo Salcedo Campus.

For additional information, please click here, or visit our webpage on review courses, or http://cce.ateneo.edu/index.php?p=390&c=208

TO REGISTER:

Online : http://www.cce.ateneo.edu/index.php?p=395

E-mail : cce-abib@aps.ateneo.edu

Call : +63(2) 830.2050

You may also call Maricar Camorongan at 830.2039 or Marleth Calanog at 840.1742 or email maricar@cce.ateneo.edu or cce-abib@aps.ateneo.edu.

Investment Research Challenge 2010

The Philippine round of the international Investment Research Challenge will be held on 22 January 2010. The five educational institutes selected to compete in this round will be announced soon. Watch this space for latest development.

Sponsors for 2009/10

Latest Advisory

It is here : 2009 Newsletter

Click here to read our newly published newsletter.

Scholarship for candidates

The CFA Institute is offering 10 CFA Society scholarship slots for December 2009 and June 2010 exams. Please refer to the application form here for the December 2009 exams.

Members Survey

We have sent out a Members Survey to seek feedback from our members so that we can take their views into account in planning future activities for CFA Philippines. We sincerely urge members to participate in the survey.

CFA candidates : what happens after the exam

Have you ever wondered how the exam papers from so many candidates are graded? Ma. Amora Manabat shares her thoughts and experience in this article.

Article : Choosing Investment Products for Clients

What are the implications of the financial crisis for financial advisors? The author of this article argues that one of the lessons that we should learn from it is that clients are less willing to buy into proposals by investment advisors on faith, even if the proposal comes with a golden seal from a big investment house.

Course Review : An Online Course on Private Banking

CFA Institute offers members a course on Private Banking (or private wealth management) run by an international law firm at a discounted rate. One member has tried it, and shares her review here.

If you have opinions or suggestions regarding this segment or any part of our web site, members can email their ideas to us, or go to our blog, at http://cfaphilippines.blogspot.com.

Discount for Professors

College professors who are teaching CFA based classes and who wish to take the CFA exams need to pay only US$220 for taking a CFA exam. For details, go to our link "Scholarship Programs" on the left hand side of this page, or contact our secretariat CFA-Philippines <secretariat@cfap.cfasociety.org>.

Continuous Education : Derivatives Conference

Our seminar on derivative strategies was successfully held on 2 September. For a photo of our speakers, guests, and organising officers, please click here.

CFA Philippines Officers Strategized

Directors of CFA Philippines held a Strategy Meeting on 12 March 2009 with the assistance of officers from the CFA Institute.

Joanna and Jeff

From left to right : April Lyn Tan, Ernesto Francisco Jr., Joanna Kwok, Bambi Vandemir, Jeffrey Matthias, and Mark Yu. Also attended were Dennis Du and Chiu-Ying Wong.

Welcome to the CFA Society of the Philippines

The CFA Philippines, or CFAP, promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions. Read More....

CFA Philippines Blog

Share your views on CFA related matters, real estate investment trust, or any topic related to the development of the Philippine capital market in this blog.

Inter-Collegiate Finance Competition

More information about the competition can be found in this link.

Your computer needs to have Flash media player to view this video.

About Us : Profiles of Members

Want to know what members of CFA Philippines are like? Three members agreed to reveal slices of their CFA life with us. You can read about them in our Members Profiles section.

Jobs for Investment Professionals

Check out the latest job offers at our Job Listings!

Employers can post ad on this site!

New job posted on 8 March 2010.
Please contact the CFA Philippines Secretariat via email at secretariat@cfaphilipines.org or call through +63 (2) 9643298.

Events Calendar

4/8/2010 2:00 PM		When Market Misbehaves - How to Profit from it Speaker Jean L.P. Brunel, CFA, is a renowned wealth manager for ultra-affluent individuals. He will share his thoughts and experience in this field with the audience.
6/24/2010 3:00 PM		PERA Law : What it means for investors and investment professionals The Personal Equity and Retirement Account Law which was passed in 2008 is expected to be implemented this year. The law provides many incentives for the general public to invest their savings, but how will the incentives actually work? ...

Help Us Improve this Site

Please report any typo and faulty links to the webmaster at cfapweb@gmail.com. Thank you for your help.

Who is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

CFA Society of the Philippines