CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies

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OUR MISSION:

To lead and maintain a community among financial industry professionals in the Philadelphia region by promoting the highest standards of ethics, education and professional excellence for the benefit of our members and society.

OUR VISION:

We aspire to a CFA Society that:

  • Serves our members and other financial professionals within our geographic area who seek education, knowledge professional development, connection and inspiration;
  • Leads the thinking among Philadelphia area financial industry professionals on the topics of ethics and excellence of practice.

Membership in CFA Society Philadelphia enhances your professional career through best-in-class events and programming, top-flight networking opportunities, and a strict adherence to the highest ethical standards.  Membership is open to all who are passionate about investment management.  Click here to view our membership categories. 

Continuing Education

CFAP offers a wide variety of live educational programs throughout the region. The Society hosts a number of programs during the year, including luncheons, day-long programs and night time events.  These events emphasize investment subjects such as such as economics, a specific industry outlook, fixed income, quantitative theory and application, new investment products, international investing and new legislation. Speakers are drawn from the academic community, industry, government and from among recognized leaders in the investment industry.

CFA Exam Preparation

CFAP offers the Philadelphia CFA® Review Course for Levels I and II of the CFA® Program. The course objective is to focus, streamline and schedule your preparation for the exam. The course is not a substitute for individual study but instead helps organize your study schedule, and reviews and summarized key issues and theories. Lectures will consist of formal presentations by the lecturer with minimum time for discussion. The lectures cover the material from the Study Session material that is detailed in the CFA Institute Study Guide.

CFAP coordinates and helps to organize informal study groups for those candidates studying for the CFA® exams.

CFAP in conjunction with CFA Institute, offers the CFA® Scholarship Program to qualified candidates in the CFA® Program. These scholarships waive a portion of the exam fees and apply to all levels of the CFA® examination program.

Workshops and topical programs offered throughout the year provide the opportunity for members to remain abreast of new industry knowledge and techniques. These seminars also provide credits toward the CFA Institute current Voluntary Continuing Education Accreditation Program.

Networking and Social Events

CFAP hosts a number of social events for the benefit of our members.  Attending any of CFAP's social events allows you the opportunity to network with others in your chosen profession. You can exchange ideas and techniques while forming life-long friendships with your fellow members.

Member Communication

  • Newsletter.  CFAP publishes a quarterly newsletter full of information. It includes a complete schedule of the Societies upcoming events, both educational and social. Updates concerning continuing education and changes in CFA Institute governance are also highlighted. This is also your source for employment opportunities and educational news.
  • Website.  CFAP maintains a website that is updated daily. There is even a member's only section accessible only with a password.
  • Events E-Mail. CFAP distributes a weekly e-mail containing information on upcoming events and other news.

Questions and Comments can be made to the Membership Chair:

Kenn Lamson, CFA

Kenn_Lamson@Yahoo.com

Benefits of CFAP Membership:

 

BENEFITS

REGULAR

AFFILIATE

ADJUNCT

STUDENT

RETIRED

One complimentary Luncheon registration

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x

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Access to Job Posting Board and other members-only sections of our website

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x

x

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x

Access to quarterly newsletters

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x

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x

Discounted member rates to attend Programs 

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x

x

x

x
Access to Members-only events x x x x x

Discounted rates for other local financial organization events (e.g., GIC, MAHFA, etc.)

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x

x

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x

Opportunity to serve as a volunteer

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x

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x

Voting privileges at Annual Meeting

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CFA Exam scholarships

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x

 

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Discounted preparatory courses for CFA exams

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x

 

x

 .