CFA Society Philippines

CFA Society Philippines CFA Society Philippines promotes the highest ethical standards and professional excellence within the Philippine investment community.

CFA Society Philippines is a member society of CFA Institute. We are an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served CFA® charterholders and CFA® Program candidates locally since 1997. Our mission is to lead in improving the quality and standards of the financial professio

n by offering educational programs, creating awareness of the significance of the CFA designation among various constituent groups, being an advocate on behalf of industry issues, and encouraging ethical behavior for the ultimate benefit of the Philippine society.​

Our vision is to be a recognized institution in the finance industry with members who are known for their integrity and professional excellence.

Learn financial modeling and valuation the way it is used in practice.Now in its 6th year, From Numbers to Value continu...
20/05/2026

Learn financial modeling and valuation the way it is used in practice.

Now in its 6th year, From Numbers to Value continues to train professionals through a 2-day, beginner-friendly workshop that goes beyond Excel outputs to focus on structuring financial models, understanding valuation concepts, and applying discounted cash flow in real-world scenarios.

Whether you are in banking, consulting, corporate finance, or entrepreneurship, this 2-day workshop provides practical training in financial modeling and valuation through applied learning.

📅 July 15 & 17 | ⏰ 9:00 AM – 5:00 PM | 📍 Ortigas

💡 Early bird rate available until May 31, 2026.
Reserve your slot today via the QR code.

For more details about the From Numbers to Value Workshop, please visit: https://www.cfasociety.org/philippines/society-events/fnv2026

🚀 Unlock the Power of Quantitative Methods! 🚀💡 CFA Level I Online Review Program: Join us for an in-depth review of Quan...
13/05/2026

🚀 Unlock the Power of Quantitative Methods! 🚀

💡 CFA Level I Online Review Program: Join us for an in-depth review of Quantitative Methods—one of the most essential topics for CFA Level I candidates! This session is perfect for those looking to build a strong foundation in statistical analysis, probability, time value of money, and more.

📅 Schedule: May 30 and June 6, 2026

💼 Standalone Topic: Not enrolled in the full review program? No problem! You can also sign up for Quantitative Methods as a standalone topic. This is an ideal option for professionals and students who want to enhance their skills in this key area without committing to the entire program.

🔑 Key Learning Areas:
Time Value of Money
Probability and Statistics
Hypothesis Testing
Regression Analysis

🎓 Whether you're enrolled in the full CFA Level I Review Program or just want to focus on Quantitative Methods, this is your chance to strengthen your skills and boost your CFA exam preparation!

📍 Register Now!
➡️ Registration until May 29. Don’t miss out!
http://bit.ly/CFAMobileApp_Android
http://bit.ly/CFAMobileApp_iOS

Your investment ideas are only as strong as the data behind them. 📊Join the Quantitative Research Workshop by CFA Societ...
13/05/2026

Your investment ideas are only as strong as the data behind them. 📊

Join the Quantitative Research Workshop by CFA Society Philippines and PHITOPOLIS and learn how professionals use quantitative research to:

✔ Process financial datasets
✔ Build predictive models
✔ Construct portfolios
✔ Backtest strategies before deployment

Designed for investment professionals, CFA charterholders, and CFA candidates seeking practical exposure to the quantitative research workflow.

📅 July 24 & 27, 2026
⏰ 9:00 AM – 4:00 PM
📍 Phitopolis Office, 27th Floor, Ecotower, 32nd Street corner 9th Avenue, BGC

💡 Early bird rate available until May 31, 2026.
👉 Register now: bit.ly/QRW2026
For more details, please visit:
https://www.cfasociety.org/philippines/society-events/quantitative-research-workshop-2026

Invest in skills. Create impact.CFA Society Philippines invites finance and investment professionals to join our upcomin...
12/05/2026

Invest in skills. Create impact.

CFA Society Philippines invites finance and investment professionals to join our upcoming workshops designed to strengthen practical expertise in credit analysis, financial modeling, valuation, and quantitative research.

Upcoming Workshops:

1. Credit Analysis and Valuation Workshop
🗓 May 16 & 23, 2026
https://www.cfasociety.org/philippines/society-events/cav

2. From Numbers to Value: Beginners Workshop on Financial Modeling and Valuation (6th Edition)
🗓 July 15 & 17, 2026
https://www.cfasociety.org/philippines/society-events/fnv2026

3. Quantitative Research Workshop with Phitopolis
🗓 July 24 & 27, 2026
https://www.cfasociety.org/philippines/society-events/quantitative-research-workshop-2026

✔ Learn from experienced industry practitioners
✔ Gain practical and real-world finance skills
✔ Strengthen your analytical and decision-making capabilities
✔ Network with finance and investment professionals

✨ Exclusive discounted rates available for CFA Members.
✨ Non-members may also avail of the Early Bird Rate until the registration deadline applicable to each workshop.

📩 Limited slots available — register early!

For inquiries and registration details, visit:
https://www.cfasociety.org/philippines/society-events/upcoming-events

Join Our 60-Hour CFA Review!Gain access to expert guidance, in-depth study notes, and powerful exam strategies to help y...
07/05/2026

Join Our 60-Hour CFA Review!

Gain access to expert guidance, in-depth study notes, and powerful exam strategies to help you ace the CFA Level I exam!

✅ 60+ hours of structured learning
📖 Comprehensive study materials
🖥️ Mock exams & performance tracking
🙋‍♂️ Ask-A-Tutor support for tough questions

Sign up now and stay on track for exam success!

http://bit.ly/CFAMobileApp_Android
http://bit.ly/CFAMobileApp_iOS

Spreadsheets are a core tool in finance, but most are not designed to answer the real question: “What does this actually...
07/05/2026

Spreadsheets are a core tool in finance, but most are not designed to answer the real question: “What does this actually mean for the business?”

Led by experienced finance practitioners in investment analysis, corporate finance, and financial modeling, this workshop equips you with a structured, practical approach to financial modeling so you can confidently move from reporting numbers to supporting business decisions in just 2 days.

📅 July 15 & 17 | ⏰ 9:00 AM – 5:00 PM | 📍 Ortigas

👉 Reserve your slot now via the QR code or register here: https://bit.ly/FNV2026

For more details: https://www.cfasociety.org/philippines/society-events/fnv2026

Sustainability is no longer optional—it’s a strategic advantage.Advance your expertise in sustainable finance with stack...
06/05/2026

Sustainability is no longer optional—it’s a strategic advantage.

Advance your expertise in sustainable finance with stackable certificates from the CFA Institute.

Start with Sustainable Investing, then level up with Climate Risk to sharpen your investment decisions and lead with confidence in a rapidly evolving financial landscape.

📊 Build the skills.
🌱 Lead the change.
🚀 Stay ahead.

For more details: https://www.cfainstitute.org/programs/sustainable-investing-certificate

If you’ve been relying on Excel without fully understanding how to build models or apply valuation, you may be missing o...
06/05/2026

If you’ve been relying on Excel without fully understanding how to build models or apply valuation, you may be missing opportunities to contribute more meaningfully to business decisions.

This 2-day workshop, “From Numbers to Value: A Beginner’s Workshop on Financial Modeling and Valuation,” is designed to bridge the gap between data and decision-making through practical, applied learning.

Here’s what you’ll be guided through step by step:
✔ Leveraging essential Excel features and functionalities for efficient model building
✔ Understanding the fundamental structure and process of building a financial model
✔ Applying core valuation concepts, particularly discounted cash flow (DCF), within a financial model

📅 July 15 & 17 | ⏰ 9:00 AM – 5:00 PM | 📍 Ortigas

💡 Early bird rate available until May 31, 2026. Limited slots only.

👉 Secure your slot today via the QR code or sign up here: https://bit.ly/FNV2026

Today, we celebrate hard work, dedication, and every worker’s contribution that shapes dreams into reality.Happy Labor D...
01/05/2026

Today, we celebrate hard work, dedication, and every worker’s contribution that shapes dreams into reality.

Happy Labor Day!

Address

Unit 1804, 18th Floor, Medical Plaza Building, 25 San Miguel Avenue, Ortigas Centre
Pasig
1600

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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