Who We Are

Who We Are

CFA Society Philadelphia (CFAP) was founded in 1943 to further the interchange of information and opinions among people in the investment community, foster a high standard of ethics and promote a clear public understanding of the functions of security analysis. CFAP is a Charter Society of the CFA Institute and is the seventh largest Society in the U.S. with over 2,500 members.

Our Mission

We aspire to be a diverse Society that advances the region’s investment community by:

• Serving our members and the broader community who seek investment knowledge, professional development, connection, and inspiration;
• Promoting professional excellence, ethics, and education.

Code and Standards

CFA Society Philadelphia has adopted the following Code of Ethics and Standards of Professional Conduct:

A Financial Analyst:

• Acts with integrity, competence, dignity, and in an ethical manner when dealing with the public, clients, prospects, employers, employees, and fellow members.
• Practices and encourages others to practice in a professional and ethical manner that will reflect credit on members and their profession.
• Strives to maintain and improve their competence and the competence of others in the profession.
• Uses reasonable care and exercises independent professional judgment.

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.