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​​​​​​​​​​​​​In line with our mission to promote the highest standards of ethics, education, and professional excellence, we provide many continuing education opportunities to our members. These include educational events that are offered in a variety of formats to suit the needs of these busy professionals.​​​

Bonds 101

Investing can be a daunting prospect for beginners, with an enormous variety of possible assets to add to a portfolio. In this webinar, in partnership with Bureau of Treasury, CFA Society Philippines will zero in on the asset class that is among the least understood investment vehicles in the world - BONDS. 

We will learn about the key concepts and terminology that will help you navigate the ins and outs of investing in bonds. Then, we will talk about the available bonds from the Bureau of Treasury that you can invest in.

     Download the presentation below:
       Bonds 101 Basic Presentation.pdf | Bonds 101 BTr RTB Presentation.pdf



Financial Modeling Best Practices Webinar
04 September 2020 | via Zoom | 6:00PM - 7:30PM
Mr. Ian Schnoor, CFA, AFM
Executive Director 
Financial Modeling Institute

Financial Modeling is a discipline. A good model needs to tell a story and create confidence for the users and decision makers. Unfortunately, many financial models are a mess. Financial modelers are often self-taught and left to figure things out on their own, often wondering if “there’s a better way”.

Financial Modeling and Valuation 2020 (Posponed)
23-26 March 2020 | Crowne Plaza Manila Galleria | 9:00AM - 5:00PM

Due to the increasing cases of COVID-19 virus in the country, Mr. Hamilton Lin, CFA will not push through with this Financial Modeling and Valuation Workshops this coming March 23-26, 2020. Thus, we regret to inform you that we are postponing this event and we will announce the new schedule once confirmed.

We sincerely apologize for this inconvenience. We hope for your understanding. For updates about the rescheduling of this event, we will send announcement thru our social media channels and email.

For inquiries, you may email us at

Forecast Dinner 2020
30 January 2020 | Makati Diamond Residences | 6:00PM - 9:30PM
Mr. James Cheo, CFA
Chief Market Strategist, Southeast Asia
HSBC Private Banking

Mr. Jojo Gonzales
Philippine Equity Partners, Inc.

Dr. Hak Bin Chua
Senior Economist
Maybank Kim Eng

Mr. Emilio Neri, Jr. 
Lead Economist
Bank of the Philippine Islands

Ms. Abigail Chiw, CFA
Head of Research
BDO Nomura Securities

Experts share views on the Philippine Economy.


Basic Financial Modeling and Valuation

(in partnership with FTI Consulting Philippines, Inc.)
15-16 January 2020 | Crowne Plaza Manila Galleria | 9:00AM - 5:00PM
Mr. John Balce, CFA
Senior Managing Director
FTI Consulting Philippines, Inc.

This is a 2-day course that provides participants with opportunity to experience hand-on learning in building financial model and performing basic discounted cash flows valuation.

Course Objectives:
- To impart useful features and functionalities in Excel that are essential for model building
- To illustrate the basics and processes of buidling financial model
- To provide understanding of valuation concepts and application to financial model


19th Annual Pacific Region Investment Conference (PRIC)
(in partnership with Asia Pacific Association for Fiduciary Studies.)
21-22 November 2019 | New World Makati Hotel, Manila | 9:00AM - 5:00PM

2019 Fiducuiary Events Week included 7 back to back fiduciary events culminating with 19th Annual Pacific Region Investment Conference (PRIC), envisioned to be the premier investment conference in the region. Through this medium, Asia Pacific Association for Fiduciary Studies (APAFS™)  provided members with meaningful educational forums that cover the most current and fundamental understanding of their roles as fiduciaries, focusing on regional specific issues and needs. Furthermore, Pacific Region Investment Conference (PRIC) serves as a regional resource for fiduciary's “Best Practices” and industry developments, as well as providing valuable networking opportunities with other fiduciaries from the region.


Talk with the "Father of Behavioral Finance" on how Investors and Markets Behave
(in partnerships with Asia-Pacific Research Exchange, Asian Institute of Management, Junior Chamber International - Manila, Financial Executive Institute of the Philippines, Fund Managers Association of the Philippines and Shareholders of the Philippines.)
28 August 2019 | Asian Institute of Management | 11:30AM - 2:00PM
Dr. Meir Statman
Glenn Klimek Professor of Finance
Santa Clara University

We often hear that behavioral finance is nothing more than a collection of stories about investors swayed by cognitive errors and misleading emotions; that its lacks the solid structure of standard finance. Yet today's standard finance is no longer solid, as wide cracks have opened between its theory and the evidence. This session offers an outline of behavioral finance as a solid structure that incorporates parts of standards finance, replaces others, and includes bridges between theory, evidence, and practice. Learn how behavioral finance expands the domain of finance beyond portfolios, asset pricing, and market efficiency and is set to continue that expansion while adhering to the scientific rigor introduced by standard finance.


Investing Through Booms & Busts: An Unconventional Approach
(in partnerships with Asia-Pacific Research Exchange, Asian Institute of Management and Fund Managers Association of the Philippines)
28 August 2019 | Asian Institute of Management | 11:30AM - 2:00PM
Dr. Vikram Mansharamani
Harvard University

Dr. Vikram Masharamani applies a unique combination of practitioner experience and academic perspective to help audiences navigate the seemingly unending cross-currents of global economic, financial and political developments. Given today's widespread nationalism, increasing protectionism, and unconventional monetary policies, the risks associated with boom and bust cycles are rising. He draws on entertaining and engaging examples from art markets, architecture, and populat culture - as well as economics and politics - and powerfully demonstrates that it is possible to anticipate the future.


Investing in the New Economy: A New Alpha Playbook
(in partnership Valens Securities)
21 May 2019 | Caylum Trading Institute | 5:30PM - 6:30PM
Mr. Jeff Maden
Portfolio Manager
IronBridge - A Division of RMB Capital

Evaluating and Valuing Intangibles in DCF Models, Performance and Valuation Frameworks, and in Corporate Life Cycles.


Fintech meets Blockchain
(in partnership with ​IE Business School)
22 May 2019 | Makati Shangri-la | 6:00PM - 9:30PM
Mr. Jean-Marc Bonnefous
Founder & Managing Partner 
Tellurian Capital

In this masterclass we will discuss the core primitives of blockchain tech (distribution, encryption, consensus, privacy) and review how the financial institutions can benefit from these innovations in the field of settlements & payments, securities services, post-trade management and trade finance through the use of distributed ledgers & blockchain. The ultimate end-game could be the advent fully digital financial institutions using algorithms and ‘smart contracts’ instead of offices and staff. Discuss the incoming disruptions before they happen.​


Financial Modeling and Valuation 2019
18-21 March 2019 | Crowne Plaza Manila Galleria | 8:00AM - 5:30PM
Mr. Hamilton Lin, CFA
Founder and CEO
Wall Street Training and Advisory, Inc.

A four day workshop include, Basic Financial Modeling, Advanced Financial Modeling, Corporate Valuation and M&A Deal Structuring.


Dual-Class Shares: The Good, the Bad, and the Ugly
13 March 2019 | Bondi & Bourke | 6:00PM - 9:00PM
Ms. Mary Leung, CFA
​Head, Advocacy, Asia Pacific
​CFA Institute

Dual-Class Shares (DCS) provide some owners with superior voting rights giving them voting control over a company that is disproportionate to their equity shareholding. Commonly they are found in founder-led companies allowing founders to maintain control while giving investors an opportunity to participate in the company's growth.


Beat the Market Masterclass: As Real as it Gets
(in partnership with ​Valens Research)
25-26 January and 1-2 February 2019 | Crowne Plaza Manila Galleria | 8:00AM - 5:00PM
Professor Joel Litman
President and CEO, Chief Investment Strategist
Valens Research

This special 4-day investing workshop spread over a Friday/Saturday-Friday/Saturday format is an intensive deep dive into the world of stock valuation and stock market investing from an “extremely practical” perspective. 

The entire four-day program is taught with an interactive seminar-and-workshop format with real-time analysis, real-time data, and real investment situations -- as close to being immersed inside a fund manager’s idea generation and stock analysis process as possible.

​The program provides participants with unique databases, performance and valuation metrics, and frameworks used in some of the world’s largest and most successful fund managers. 

This includes the Uniform Accounting Financial Reporting Standards (UAFRS) database of over 7000+ companies for the duration of the program. The database, which is not generally available to the public, provides a valuable glimpse into how some of the world’s greatest investors research and invest in stocks. ​

Forecast Dinner 2019
30 January 2019 | Society Lounge, Makati | 6:00PM - 9:00PM
Mr. Rafael Gachitorena
Chief Strategist and co-Head of Research
Deutsche Regis Partens, Inc.

Mr. Emilo Neri, Jr.
Vice President and Lead Economist
Bank of the Philippine Islands

Mr. Angelo Taningco
Assistant Secretary, Office of the Secretary
Department of Trade and Industry

Ms. Jidgette Velasco
Vice President and Head of Research
SB Equities, Inc.

Experts share views on the Philippine Economy.

Building Effective Verbal and Professional Communication Skills
(in partnership with ​Twogie)
07 November 2018 | Romulo Cafe, Makati | 6:30PM - 9:00PM
Mr. Jhun del Ponso
Senior Director of Talent Management
RingCentral Manila

Building effective verbal and professional communication skills to include techniques on how to structure your ideas and honing the ability to communicate with clarity, brevity and impact.