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About - Overview

Who We Are


CFA Society Philadelphia (CFAP) was founded in 1943 to further the interchange of information and opinions among people in the investment community, foster a high standard of ethics and promote a clear public understanding of the functions of security analysis. CFAP is a Charter Society of the CFA Institute and is the seventh largest Society in the U.S. with over 2,300 members.

Our Vision


We aspire to a Society that:
serves our members and other financial professionals who seek education, knowledge, professional development, connection and inspiration;
sets the standard among Philadelphia-area investment and financial professionals on the topics of ethics and excellence of practice.


Our Mission


To lead a preeminent community of investment and finance professionals who promote the highest standards of ethics, education and professional excellence.

Our History


1943
1947
1953
1959
1963
1965
1969
1979
1987
1999
2005
2014
2017
2018

Financial Analysts of Philadelphia founded; Rudolph Weissman served as the first president.

The National Federation of Financial Analysts Societies founded by Philadelphia, Boston, Chicago and New York Societies.

Philadelphia Society hosts its first Annual Conference.

NFFAS Board of Directors approves the establishment of an Institute of Chartered Financial Analysts.

First CFA Exam is Administered and CFA Charters Awarded. 17 Philadelphia Society members are awarded the Charter.

Philadelphia Society hosts its second Annual Conference.

CFA Code and Standards published.

Josephine A. Baker, CFA, is elected as the first female board president of the Philadelphia Society.

Philadelphia Society hosts its third Annual Conference.

Global Investment Performance Standards are adopted.

CFA Society Philadelphia hosts its fourth Annual Conference.

CFA Society Philadelphia surpasses 2,000 members.

CFA Society Philadelphia hosts its fifth Annual Conference.

CFA Society Philadelphia surpasses 2,200 members.


Code & Standards


CFA Society Philadelphia has adopted the following Code of Ethics and Standards of Professional Conduct:

A Financial Analyst:

  • Acts with integrity, competence, dignity, and in an ethical manner when dealing with the public, clients, prospects, employers, employees, and fellow members.
  • Practices and encourages others to practice in a professional and ethical manner that will reflect credit on members and their profession.
  • Strives to maintain and improve their competence and the competence of others in the profession.
  • Uses reasonable care and exercises independent professional judgment.

    • All members of the Society are required annually to sign statements that they neither violated any of the above, nor have first-hand knowledge of violations by other members.

    By-Laws


    The bylaws of CFAP specify the numerous methods that affect the society’s operations. Bylaws contain provisions relating to the ways it conducts its affairs, the duties of its directors and the responsibilities of its officers and employees.

    Click here to view the CFAP bylaws.

    Contact Us

    Peter M. Conners, Executive Director
    pconners@cfaphil.org

    100 North 20th Street, 4th Floor
    Philadelphia, PA 19103-1443

    Phone: (215) 320-4980
    Fax: (215) 557-0180

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