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.
To lead a preeminent community of investment and finance professionals who promote the highest standards of ethics, education and professional excellence.
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.
CFA Society Philadelphia has adopted the following Code of Ethics and Standards of Professional Conduct:
A Financial Analyst:
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.
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.
Peter M. Conners, Executive Directorpconners@cfaphil.org
100 North 20th Street, 4th FloorPhiladelphia, PA 19103-1443
Phone: (215) 320-4980Fax: (215) 557-0180
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