In 1995, The Chartered Financial Analyst (CFA®) exam administered by the Association for Investment Management and Research (AIMR) headquartered in Charlottesville, Virginia, USA was first introduced in the Philippines with the support of the Capital Markets Development Council, Inc. (CMDCI). On July 1997, a group of CFA candidates, practitioners from the investment community, and members of the academe gathered to form a local CFA society in response to the need to set higher standards for investment knowledge, competence, professionalism and, ethics in the local investment community. Thus, the Association of Investment Professionals-Manila was established. In 2004, however, AIMR changed the global organization’s name to “CFA Institute,” and the local society adopted this change immediately and assumed the name of CFA Society of the Philippines (CFA Society Philippines).
CFA Society Philippines is one of the 137 member societies of CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow.