CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies

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CFA Institute Research Challenge 2018-2019 Kickoff Meeting on October 3. Click to learn more.
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CFA Institute Annual Conference Fun Run
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Wilmington Luncheon Featuring DE State Treasurer Ken Simpler
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Annual Careers In Investment Seminar
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Members-Only Night at the Phillies

Luncheon featuring John C. Bogle, Founder of Vanguard

November 27, 2018

As part of CFAP's 75th Anniversary Year and its theme of Past, Present and Future, we are honored to host a luncheon featuring John C. "Jack" Bogle. Mr. Bogle will share his thoughts on the investment management industry in our region and globally.


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Annual Holiday Party

December 20, 2018

Experience the holidays in Center City with CFA Society Philadelphia. Our venue, The Racquet Club, is a Philadelphia landmark. Its soaring ceilings and club atmosphere make it a great place to relax and meet new colleagues. And it is sure to be decked out for the holiday season! Refreshments, an assortment of appetizers, and desserts will be served.


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15th Annual Forecast Dinner

January 10, 2019

Join us to hear our panelists offer their thoughts on the financial markets and on the economy for the year ahead. The Forecast Dinner will be held at Philadelphia 201 Hotel by Marriott. Philadelphia 201 Hotel boasts one of the largest ballrooms in the city, and has on-site self-parking and valet service available.


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Receive Continuing Education

With various topical programming offered by CFASB, you will stay updated with latest industrial progress and continuously improve your professional skills.

Expand Your Network

CFASB holds regular social networking events, creating a plenty of oppotunities for you to communicate with people from different backgrounds.

Achieve Professional Growth

Through the exchange of ideas and information happening during CFASB education and social networking events, you will finally achieve great professional growth.

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