CFA Society of Philadelphia

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About this Organization:

The CFA Society of Philadelphia (CFAP; formerly Financial Analysts of Philadelphia, Inc.) was founded in 1943 to further the interchange of information and opinions among people in the investment community, to foster a high standard of ethics and to promote a clear public understanding of the functions of security analysis. We also encourage continuing education in financial analysis for practitioners. Our organization is a Charter Society of the CFA Institute and is the seventh largest Society in the U.S. with close to 2000 members.

Upcoming Events:

September9
Downtown Luncheon Global Markets and Investor Flows: Risks and Opportunities Sep 9 10 12:00pm - 1:30pm in Philadelphia, PA This presentation will analyze recent trends across FX, equities and bond markets. Given BNY Mellon’s unique perspective on global investor activity, Samarjit Shankar will shed light on how market...
September17
7th Annual Professional Development Day Sep 17 10 8:00am - 5:00pm in Philadelphia, PA The CFA Society of Philadelphia will be sponsoring its 7th Annual Professional Development Day on Friday, September 17 at the Pennsylvania Convention Center. The Society is excited to present to...

Past Events:

August25
Member Networking Event at Citizens Park with the Phillies Aug 25 10 7:00pm - 10:00pm in Philadelphia, PA Join your fellow CFA Society of Philadelphia members on Wednesday, August 25th for an evening out watching the Philadelphia Phillies as they defend their 2009 National League championship. We are...
July29
Member To Member Jul 29 10 5:00pm - 6:30pm in Philadelphia, PA Glenmede Trust’s Derivatives Portfolio Manager, Sean E. Heron, CFA will moderate/facilitate a presentation and discussion on some of the most commonly used hedging strategies. PNC’s Managing...
July15
Downtown Luncheon Jack Malvey's Fixed Income Outlook Jul 15 10 12:00pm - 1:30pm in Philadelphia, PA Join us for our annual update from a leader in fixed income markets. With credit crises happening daily and deficits soaring, developments in the fixed income markets are affecting all markets like...
June29
Annual Meeting Jun 29 10 5:00pm - 7:00pm in Philadelphia, PA CFA Society of Philadelphia 2010 Annual Meeting We would like to invite you to join your CFA Society of Philadelphia colleagues at the Annual Membership Meeting to be held on Tuesday, June 29th at...
June3
Downtown Luncheon Jun 3 10 12:00pm - 1:30pm in Philadelphia, PA 2010 edition of the GIPS Standards has been released and many new changes have been introduced. Firms that comply with GIPS now or want to comply will need to have an understanding of all of the...