CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies

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 CFAP Event - Financial Literacy All-Star day

CFAP and Operation Hope organize the first Financial Literacy All-Star day

 

In commemoration of CFA Institute’s Putting Investors First Month, CFA Society Philadelphia (CFAP), in partnership with Operation HOPE, hosted an educational and networking day, entitled “Financial Literacy All-Star Day”. This day-long program was organized with the aim of providing students with in-depth information on personal financial management, and was held at Drexel University’s LeBow College of Business on May 8, 2017.

The students of Olney Charter High School who were the proud beneficiaries of this year’s Financial Literacy bootcamp were fortunate enough to have been taken through Operation HOPE’s Banking on Our Future (BOOF) curriculum by CFAP volunteers, who are seasoned financial professionals in their own right. 

 

CFA_Olney_BOOF_9.jpgThe S​tudents and Teachers of Olney Charter High School as well as the CFAP Volunteers during the event

The event kicked off with breakfast following which the CFAP Outreach Chair, Andrew D’Amico, CFA, and George Tsetsekos, PhD, Dean Emeritus of LeBow College of Business gave their welcome remarks; which ushered in the first training session on Budgeting. For better interaction, the students were split into two groups, with each group being tutored by a group of volunteers. Keeping the batch of students split in two, the second session tagged ‘The Dangers of Credit Cards’ followed after a brief break. The end of the second training session was followed by students and volunteers posing for group photos.

 

The Luncheon keynote address was delivered by Mita Patel, the Undergraduate Programs Academic Advisor at Drexel University, following which the students were treated to a brief tour of the campus. The Afternoon keynote address was delivered by Nelson J. Acevedo, VP and Community Development Specialist, PNC Bank, who also happened to be an Alumni of Olney Charter High school. Mr Acevedo gave the students an insight into his humble beginning while re-assuring them that through focus and hard work, they could achieve even greater things. 

 

CFA_Olney_BOOF_6.jpgCFA_Olney_BOOF_7.jpg    ​​CFA Charterholders and CFAP Volunteers Andrew D'Amico. Julius ​​Coursey, Rob Norton, Angelo Vacirca, Howard Bernheim, Floyd Simpson, Alvin Divers and Kathleen Robins tutoring the students. ​

 

 

The final round of training sessions tagged ‘The Benefits of Investing Early’ highlighted the merit of making prudent financial and investing decisions early on in life. The students were able to grasp the fact that whether time would either be their friend or foe depended on their decisions early on in life. Mr D’Amico, CFA, rounded off the event with some wise words to send the students on their way.

CFA Institute’s Putting Investors First Month is a global initiative created to encourage financial professionals to place the interests of investors above their own, and build awareness of the duty to protect investor interests; as such CFAP thought it wise to equip the next generation of investors and investment professionals with the foundational knowledge required to made financially prudent decisions.​

 

 ​CFA Society Philadelphia​​

Mission Statement 

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

Vision Statement:​

We aspire to a Society that:

serves our members and other financial professionals who seek education, knowledge, professional development, co​nnection and inspiration;

​sets the standard among Philadelphia-area investment and financial professionals on the topics of ethics and excellence of practice.