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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.​​​


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Hybrid Virtual Training: Financial Modeling and Valuation 2021
(in partnership with Wall St. Training and Advisory)
14 May 2021 | via Zoom

9:00AM - 10:00AM    : Advanced Financial Modeling
10:00AM - 11:00AM  : Segment Build-up & Sensitivity Modeling
11:00AM - 12:00NN  : Corporate Valuation Methodologies
12:00NN - 1:00PM    : M&A Deal Structuring

Mr. Hamilton Lin, CFA
Founder and CEO
Wall St. Training and Advisory
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Webinar: Checking and Reviewing a Financial Model
(in partnership with Financial Modeling Institute)
28 April 2021 | 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 which increases the likelihood of errors.
In this webinar, Ian Schnoor will show you how to check and review a financial model to ensure that it is accurate. During the session, he will demonstrate some powerful tips to check and audit a financial model. He will also discuss an optimal methodology to review a financial model.
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Webinar: Digital Wealth Management
(in partnership with Additiv)
12 April 2021 | via Zoom | 6:00PM - 7:30PM

Mr. Kevin Hardy
GM Asia Pacific
Additiv

Mr. Victor Wongsonegoro
 Senior Sales Manager
Additiv

Mr. Pieter Zylstra
Head Strategic Sales
Additiv

The wealth management industry is undergoing dramatic changes globally, and the Philippines is no exception. The need for digital collaboration tools for existing HNWI clients during the pandemic, the emergence of robo-advisory solutions for the growing mass affluent sector, and the use of digital platforms to lower marginal costs are all high on the agenda of the wealth management industry. How can banks easily (and efficiently) achieve this?
This 1-hour webinar with the experts from Swiss-headquartered additiv, a leading wealthtech platform for the global wealth industry, to understand wealthtech trends and technologies, critical lessons learned and innovative use-cases (including from recent deployments in Southeast Asia) demonstrating how banks and their wealth managers can deliver success through digitization.
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Webinar: Improving Transparency and Comparability of Investment Products with ESG-Related Features
(in partnership with CFA Institute and Securities and Exchange Commission)
24 March 2021 | via Zoom | 4:00PM - 5:00PM

Ms. Mary Leung, CFA
Head, Advocacy, Asia Pacific
CFA Institute

CFA Institute is developing a voluntary, global industry standard to provide greater product transparency and comparability for investors by enabling asset managers to clearly communicate the ESG-related features of their investment products.
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Webinar: Inclusion Matters: Fireside Chat with Sarah Maynard
08 March 2021 | via Zoom | 6:00PM - 8:00PM

Ms. Sarah Maynard
Global Head, External Inclusion & Diversity Strategies and Programs
CFA Institute

Ms. April Tan, CFA
Chief Equity Strategist and Head of Research
COL Financial Group, Inc.

Ms. Cristina Gabaldon, CFA
Equities PM and Research Head
Sun Life of Canada Phils., Inc.

Mr. Francis Adrian Viernes, CFA
Head of Data Analytics
Leechiu Propery Consultants

March 8 is International Women’s Day. In celebration of this global celebration of women, CFA Society Philippines will feature an interactive discussion with Ms. Sarah Maynard, Global Head, External Inclusion & Diversity Strategies and Programs of CFA Institute to talk about the importance of women participation, in the context of diversity, in the investment and financial industry.

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Virtual: Forecast Event 2021
29 January 2021 | via Zoom | 6:00PM - 9:00PM

Mr. Christopher Wood
Global Head of Equity Strategy
Jefferies Hong Kong Limited

Mr. Hak Bin Chua, PhD
Senior Economist
Maybank Kim Eng Research

Ms. Jeanette Yutan
Executive Director, Head of Philippine Research
JP Morgan Securities

Mr. Nicholas Antonio Mapa
Senior Economist
ING Manila

The Forecast Event is an annual event hosted by CFA Society Philippines. It is a prestigious gathering that attracts CFA charterholders and other members of the local finance and investment community, including industry professionals, regulators, academe, and media. The agenda is based on current trends and issues in the Philippine markets and includes presentations from economists, investment professionals, and/or financial consultants, followed by a panel discussion and Q&A.

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Webinar: Value Investing: Evolution and Application
23 January 2021 | via Zoom | 3:00PM - 6:00PM

Mr. Philip Te
Director
Financial Market Client Solutions Group, Inc.

Since Benjamin Graham (professor of Warren Buffett and one of the founders of the predecessor of the CFA Institute) published his seminal work – Security Analysis, value investing as an investment framework and philosophy has evolved and has been applied to different areas from investing to risk management to behavioral finance to corporate governance.
In this three-hour lecture, the speaker discusses the main tenets of value investing, history and evolution of value investing and how to apply value investing principles in investments, business and in life.
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Webinar: Integrating ESG Factors into Investment Analysis: What, Why and How
(in partnership with Fund Managers Association of the Philippines, Inc.)
14 December 2020 | via Zoom | 5:30PM - 7:00PM

Ms. Mary Leung, CFA
Head, Advocacy, Asia Pacific
CFA Institute

Environmental, Social and Corporate Governance (ESG) has received increasing attention in the investment industry in recent years.  At CFA Institute, we believe the integration of material ESG factors is an important component of a complete and thorough financial analysis.  We encourage all investment professionals to consider material ESG factors, where relevant, as part of the analytical and investment decision-making process,  regardless  of  investment style, asset class, or investment approach.  In this session, we will take a look at the key trends of ESG integration in recent years, developments in Asia Pacific, drivers and challenges, and specific case studies of how analysts and asset managers have integrated ESG or climate into their analyses.
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Webinar: Premyo Bonds 2 Info Session
(in partnerships with Bureau of Treasury and China Banking Corporation)
24 November 2020 | via Zoom | 4:00PM - 6:00PM

In collaboration with Chinabank and Bureau of Treasury, we bring you the “Premyo Bonds 2 Info Session: Alamin kung Ano at Paano”.
This event is to provide the audience information about the Premyo Bonds and the Bond Exchange Program. The session also aims to equip participants with sufficient knowledge to enable them to make an informed investment decision about investing in Premyo Bonds 2.
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Webinar: Giving Voice to Values for Investment Professionals
(in partnership with CFA Institute)
30 October 2020 | via Zoom | 5:30PM - 7:00PM

Ms. Mary Gentile, PhD
Creator and Director of Giving Voice to Values and Professor of Practice
UVA Darden School of Business

Giving Voice to Values (or GVV) for Investment Professionals provides practical strategies that will allow you to effectively act on your values in the face of workplace pressures to do the opposite. You may think you are powerless to effect change, but GVV gives you the skills and confidence to act on your values when you know what is right.
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Webinar: Financial Modeling Best Practices
(in partnership with Financial Modeling Institute)
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”.
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Webinar: Bonds 101 (Watch Here)
(in partnership with Bureau of Treasury)
04 August 2020 | via Zoom | 4:00PM - 6:00PM

Atty. Erwin D. Sta. Ana
Deputy Treasurer of the Philippines
Bureau of Treasury

Mr. Arturo Trinidad III
Head of Capital Markets and Debt Strategy and Planning Division
Bureau of Treasury

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.
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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
President
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.

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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

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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.

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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.

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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
Lecturer
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.

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Investing in the New Economy: A New Alpha Playbook
(in partnership with 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.

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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.​

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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.

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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.

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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. ​
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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.
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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.