CFA Society Philadelphia

CFA Exam Study Resources

CFA Society Philadelphia offers innovative live programs to help you prepare for the rigors of the CFA exam.

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Outreach and Sponsorship

Multiple levels of sponsorship available for our featured events. We are grateful for the support from our sponsors!

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Career Services

CFA Society Philadelphia provides a variety of career services for both employers and financial professionals.

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FEATURED EVENTS

Here's What's Happening

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Nov 21, 2019

Join the CFAP Women's Advisory Committee for breakfast to discuss "The Power of the Ask". You will have the chance to foster relationships with other professional women (and men) and share best practices around the topic, inspiration and personal experiences.

November Coffee Chat

Nov 21, 2019

The CFAP Sustainable Investment Thought Leadership Group will host its second luncheon at the Racquet Club. The luncheon will focus on the recent release of the Business Roundtable's new statement on the Purpose of a Corporation.

Downtown Sustainable Investment Event: The Purpose of a Corporation

Nov 22, 2019

Join The Options Industry Council and Nasdaq as they host Dr. Edward Szado, author of the study, "Endowment Risk Management and Return Enhancement with Listed Index and ETF Options," for a wide-ranging discussion via live webinar.

No Average Strategy: Increasing Returns While Managing Risk

Nov 23, 2019

The Mock Exam helps develop your test-taking skills, identify your weak areas, and demonstrate your mastery of the CFA curriculum. Afterward, view answer explanations, check your score compared to those of other candidates, and drill deeper into each question with our Mock Exam Tutorial videos.

Mock Test for Level I of the CFA Exam

Dec 03, 2019

CFAP will host its yearly program focused on private wealth and high net worth investors. This day-long conference features panel discussions and expert speakers from leading wealth advisors, family office staff, trust and estate planners, asset managers and a host of experts in behavioral finance disciplines.

11th Annual High Net Worth and Family Wealth Conference

Dec 12, 2019

We've all heard the warning bell: as more portfolio owners chase the benefits of a particular investment strategy, the subsequent surge in flows will lead to negative outcomes. However, without crowding, risks are only idiosyncratic and not systematic. A more constructive approach to investing is to embrace crowding, and this presentation explains why.

Downtown Luncheon: Nobody Goes There Anymore; It's Too Crowded

Dec 19, 2019

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!

Annual Holiday Party

Jan 16, 2020

Join us at the CFAP 16th Annual Forecast Dinner to hear our panelists offer their thoughts on the financial markets and on the economy for the year ahead.

16th Annual Forecast Dinner

Leading the Financial Sector

News from our CFA Society and distinguished members

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ARTICLE

Respect & Recognition

The CFA credential is the most respected and recognized investment designation in the world.

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NEWS

Commitment to Professional Status

Demonstrates superior practitioner and team competence underpinned by ethics.

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NEWS

Gain Business Advantages

Uniquely positions practitioners to serve clients' needs.

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ARTICLE

A Flexible Investment

The CFA credential confers professional status on your employees.

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Philadelphia’s Leading Community for Financial Professionals

CFA Exam Study Resources

Outreach and Sponsorship

Career Services

FEATURED EVENTS

Here's What's Happening

FEATURED NEWS

Leading the Financial Sector

News from our CFA Society and distinguished members

ARTICLE

Respect & Recognition

NEWS

Commitment to Professional Status

NEWS

Gain Business Advantages

ARTICLE

A Flexible Investment

PRIMARY SPONSORS

Our Sponsors

Our distinguished financial supporters this year provide support for our outreach efforts.

Invesco

Macquarie

Parametric

Schroders

Vanguard

Wilmington Trust