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.

Preparing for the CFA Level I exam while working full-time?You are not alone.A structured review program can help you ma...
17/08/2026

Preparing for the CFA Level I exam while working full-time?

You are not alone.

A structured review program can help you make better use of your limited study time and remain accountable throughout your preparation.

The November 2026 CFA Level I Review Program provides:

📅 An organized review schedule
🧑‍🏫 Live guidance from experienced professionals
📚 Comprehensive topic discussions
📝 Exam-focused review techniques
🤝 A supportive candidate community

Registration and payment close on August 26, 2026.

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

A meaningful evening of insights, connection, and community at the CFA Society Philippines AGM x Society Fireside Chat, ...
17/08/2026

A meaningful evening of insights, connection, and community at the CFA Society Philippines AGM x Society Fireside Chat, held last August 13.

We were privileged to welcome Mr. Jose Teodoro “TG” Limcaoco, President and CEO of the Bank of the Philippine Islands, for an engaging fireside conversation moderated by Mr. Jerome Cruz, CFA. The discussion offered members valuable perspectives on leadership, banking, business, and the evolving financial landscape.

The evening also brought our members together for the Annual General Membership Meeting and Elections—an important opportunity to participate in the continued growth and direction of our Society.

Our sincere thanks to TG for generously sharing his time and insights, to Jerome for guiding the conversation, and to all our members who joined us and made the evening memorable.

Here are some moments from the event. 📸

Make better financial decisions through structured modeling and valuation.For professionals seeking more than surface-le...
12/08/2026

Make better financial decisions through structured modeling and valuation.

For professionals seeking more than surface-level analysis, this 2-day workshop delivers hands-on training in building financial models and applying valuation logic—equipping you to interpret financial data with greater clarity, accuracy, and confidence.

📅 August 25 & 27 | ⏰ 9:00 AM – 5:00 PM | 📍 Richmonde Hotel Ortigas

⚠️ Registration closes on August 15.

👉 Scan the QR Code to register or sign up here: https://bit.ly/FNV2026

Missed the early bird deadline? You can still join us.Standard registration for the November 2026 CFA Level I Review Pro...
07/08/2026

Missed the early bird deadline? You can still join us.

Standard registration for the November 2026 CFA Level I Review Program is now ongoing.

There is still time to build a structured study plan, strengthen your understanding of the curriculum, and prepare with support from experienced CFA charterholders and finance professionals.

🗓 Registration and payment closes August 19, 2026

Take the next step toward your CFA Level I goal.

📱 Android: http://bit.ly/CFAMobileApp_Android
🍎 iOS: http://bit.ly/CFAMobileApp_iOS

Today, we say thank you and farewell to our marketing intern, Hartzelle Calubiran, as she completes her internship with ...
31/07/2026

Today, we say thank you and farewell to our marketing intern, Hartzelle Calubiran, as she completes her internship with CFA Society Philippines.

Hartzelle, thank you for your hard work, enthusiasm, and valuable contributions to the Society. We truly appreciate the dedication and positive energy you brought to the team throughout your internship.

We hope this experience has helped you grow both personally and professionally. Wishing you continued success as you begin the next chapter of your journey!

All the best, Hartzelle! 🎓✨

Join us for an insightful evening at the CFA Society Philippines Annual General Members Meeting, featuring a special Soc...
31/07/2026

Join us for an insightful evening at the CFA Society Philippines Annual General Members Meeting, featuring a special Society Fireside Chat:

"Banking Beyond Banking: Leadership, Innovation, and Trust in the Age of AI"

Guest Speaker:
Mr. Jose Teodoro "TG" K. Limcaoco
President & CEO
Bank of the Philippine Islands

📅 13 August 2026
🕕 6:00 PM
📍 F1 Hotel Manila, BGC, Taguig

Members are encouraged to attend and take part in this important gathering of the Society.

To confirm your attendance, please contact our Program Manager, Trisha Saquitan-Santos through email at [email protected]

We look forward to seeing you there! 😊

🚨 Early Bird Registration closes today!Today is your final opportunity to avail yourself of the early bird rate for the ...
31/07/2026

🚨 Early Bird Registration closes today!

Today is your final opportunity to avail yourself of the early bird rate for the November 2026 CFA Level I Review Program.

Prepare through live review sessions featuring:

✅ Structured curriculum coverage
✅ Experienced CFA charterholders and finance professionals
✅ Practical explanations and exam strategies
✅ A supportive community of CFA candidates

Complete your registration today.
Android: http://bit.ly/CFAMobileApp_Android
iOS: http://bit.ly/CFAMobileApp_iOS

"I want to start reviewing, but I’m not sure where to begin.”Many CFA Level I candidates struggle not because they lack ...
29/07/2026

"I want to start reviewing, but I’m not sure where to begin.”

Many CFA Level I candidates struggle not because they lack motivation, but because they do not have a clear study structure.

The November 2026 CFA Level I Review Program can help you build a more organized and disciplined approach to your preparation through:

📚 Structured topic discussions
🧑‍🏫 Guidance from experienced instructors
📝 Exam-focused explanations and techniques
📅 A review schedule designed to keep you accountable

You do not have to prepare alone.

Register by July 31, 2026 to avail yourself of the early bird rate.

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

🌍 Review Alternative Investments Before the CFA Level I ExamAlternative Investments is part of the CFA Level I curriculu...
28/07/2026

🌍 Review Alternative Investments Before the CFA Level I Exam

Alternative Investments is part of the CFA Level I curriculum, covering asset classes beyond traditional stocks and bonds and their role in portfolio diversification.

Join our Live Online Alternative Investments Review Session and revisit key concepts, including:

✔️ Private Capital
✔️ Real Estate & Infrastructure
✔️ Commodities
✔️ Hedge Funds & Digital Assets
✔️ Risk, Return, and Diversification

Available as a Standalone Topic — Register only for the subjects you need to review before exam day.

📅 Live Online Session: August 1, 2026

Don’t leave this topic for last. Secure your slot and complete your Alternative Investments review with CFA Society Philippines.

Register through the CFA Society Philippines Mobile App:
Android: http://bit.ly/CFAMobileApp_Android
iOS: http://bit.ly/CFAMobileApp_iOS

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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