CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies




CFAP Board Hosts Annual Meeting of Members

On June 21, The CFAP Board of Directors held its Annual Meeting of Members and Cocktail Reception at the Racquet Club of Philadelphia.

The Annual Meeting is an opportunity for the CFAP Board of Directors to report on the organizational and financial health of the society.  The new Board slate is also announced at the meeting.

Immediately following the meeting, members gathered for a cocktail recption and wine tasting.

 Annual Meeting 2018 Norton.jpg

CFAP Board President Rob Norton, CFA addresses the membership at the Annual Meeting of Members.

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.