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The Philippine Junior Finance and Investment Summit (PJFIS) is a biennial conference catered to students and young professionals who want to get a head start in their career. This year's four-day fully-virtual edition with the theme,"The Future Starts Now", brings forth meaningful discussions on career prospects and the corresponding practical skills and knowledge that young professionals need to chart their own path. Guided by the CFA Competency Framework and inspired by the experiences of experts in the field of Finance, this year's conference aims to empower and prepare the next generation of professionals by bridging the gap between theory and practice.


The CFA Society Philippines presents the fifth edition of the PJFIS to be held on November 10 - 13, 2021 from 1:00 p.m. to 5:00 pm.

Android App on Google Play: https://bit.ly/CFAPMobileApp_Android | Download on the Apple Store: https://bit.ly/CFAPMobileApp_iOS

     Watch the 2019 Edition
 


        

EVENT DETAILS

 

What is PJFIS 2021?

 

The Philippine Junior Finance and Investment Summit (PJFIS) is a biennial conference catered to students and young professionals who want to get a head start in their career. This year's four-day fully-virtual edition with the theme,

 

"The Future Starts Now", brings forth meaningful discussions on career prospects and the corresponding practical skills and knowledge that young professionals need to chart their own path. Guided by the CFA Competency Framework and inspired by the experiences of experts in the field of Finance, this year's conference aims to empower and prepare the next generation of professionals by bridging the gap between theory and practice.

 

When will the PJFIS 2021 happen?

This is a 4-day, fully virtual summit that will happen from November 10-13, 2021 from 1:00-5:00 p.m.

 

What can we expect from PJFIS 2021?

Expect a full-packed four-day summit with plenary sessions and break-out sessions.  The breakout sessions are divided into 4 career tracks namely - Corporate Financial Analyst, Research or Investment Analyst, Portfolio Manager, and Trader

 

For the plenary sessions, you will learn from an array of presentations that will talk about outlook, trends, ESG, communication, and personal finance.

 

For each of the career track, you will learn from the panel of professionals about their journey, learn the top 3 skills needed for the job, and get to know what a day in the life of the professional looks like.  This gives you everything you need to know to get a head-start in making your dream come true whether that is becoming a Corporate Financial Analyst, a Research or Investment Analyst, a Portfolio Manager, or a Trader.

 

Who may attend PJFIS 2021?

If you are a student taking finance or finance-related course, this is perfect for you as you prepare yourself to get into the workforce.

 

If you are a young professional, you should not miss this opportunity to learn from the industry professionals and equip yourself.

 

Where can I find the complete agenda of the PJFIS 2021?

The agenda of the Philippine Junior Finance and Investment Summit 2021 is available below.


EVENT PLATFORM

 

What meeting platform will be used for PJFIS 2021?

The meeting platform that will be used for PJFIS 2021 is Zoom.  So, please download and install the Zoom Meeting app for convenience.

 

How do I dial in to the event?

No need to worry!  We will take care of this.  The meeting links will be made available via the CFA Society Philippines mobile application.  So, make sure you download and install app. The app is available in Apple Store and Google Play.

Android App on Google Play: https://bit.ly/CFAPMobileApp_Android | Download on the Apple Store: https://bit.ly/CFAPMobileApp_iOS

 

REGISTRATION, PAYMENT, AND REFUND

 

How to register?

It is simple.  Download and install the CFA Society Philippines mobile application available in Apple Store and Google Play.

Android App on Google Play: https://bit.ly/CFAPMobileApp_Android | Download on the Apple Store: https://bit.ly/CFAPMobileApp_iOS

 

Go to the events and click "Join". 

 

Please choose from the different registration packages available.

1.              Student - If you are a student, choose this option.

2.              Sponsors and Partners - If you are the representative of the sponsor or partner, choose this option.  Note that this will be verified by CFA Society Philippines.

3.              Guest - If you are not a student nor a representative of a sponsor or partner, then you should choose this option.

 

Complete the registration by making the payment, if you are a student or guest.  For sponsor or partner representative, your registration will be confirmed by CFA Society Philippines.

 

Which package should you choose when you register?

Please choose from the different registration packages available.

1.              Student - If you are a student, choose this option.

2.              Sponsors and Partners - If you are the representative of the sponsor or partner, choose this option.  Note that this will be verified by CFA Society Philippines.

3.              Guest - If you are not a student nor a representative of a sponsor or partner, then you should choose this option.

 

How to pay?

  • After clicking "join" and choosing the right package for you, if you are a student or guest, it should lead you to the last part of the registration which is payment.
  • Review your booking summary.
  • Select online payment method and click 'Proceed and pay'
  • Add your billing address, select payment mode, and follow the rest of the payment instructions for your selected mode of payment.
  • Once done, wait for the confirmation e-mail. After that, you are all set!

 

How to know if you are registered?

Go to the "EVENTS" tab in the CFA Society Philippines mobile application.  You will know if you are registered for the event when it shows that you are "BOOKED" already.

 

Is my slot transferrable?

It is non-transferrable.

 

How to refund?

All refunds are subject to an administrative fee of Php500.00.  If cancelled up to four (4) weeks before the event, 100% of the registration less the administrative fee will be refunded.  If cancelled between four weeks and two weeks before the event, 50% of the registration fee less the administrative fee will be refunded.

 

No refund is given if cancellation is made within two weeks prior to the event.

 

For events that require online access to a platform where content will be delivered, no refund or substitution is allowed once access to the platform has been provided.8. For events that require online access to a platform where content will be delivered, no refund or substitution is allowed once access to the platform has been provided.

 

CAREER TRACKS

 

Do I need to pick a career track ahead of time?

Yes.  When you register via the CFA Society Philippines mobile application, it will ask you to choose among the 4 career tracks namely Corporate Financial Analyst, Research or Investment Analyst, Portfolio Manager, and Trader. 

 

How do I register for a career track?

When you register via the CFA Society Philippines mobile application, it will ask you to choose among the 4 career tracks namely Corporate Financial Analyst, Research or Investment Analyst, Portfolio Manager, and Trader. 

 

Can I switch career tracks across the different days of the summit?

No.  Do not fret because video recordings will be made available after the PJFIS 2021 for a week.

 

MOBILE APPLICATION

 

How to download and install the CFA Society Philippines Mobile App?

Please look for "CFA Society Philippines" in Apple Store or Google Play.

Android App on Google Play: https://bit.ly/CFAPMobileApp_Android | Download on the Apple Store: https://bit.ly/CFAPMobileApp_iOS

 

CERTIFICATES

 

Will there be certificates issued to attendees?

Yes, CFA Society Philippines will issue electronic certificates to those who will attend at least 70% of the PJFIS 2021.  The 70% is equivalent to 13 sessions including the Welcome Remarks.

 

If I can only attend certain parts of the summit, can I still get a certificate?

Yes, as long as you have attended at least 70% of the PJFIS 2021.  The 70% is equivalent to 13 sessions.

 

Are you going to issue one certificate for the PJFIS 2021?

Yes, we are going to issue one certificate for the PJFIS 2021.

 

Are you going to issue multiple certificates or per session certificate for the PJFIS 2021?

No, we will not issue multiple certificates or per session certificate.  We are going to issue one certificate for the PJFIS 2021.

 

KNOW BEFORE YOU GO

 

What do you need to know before you go to the PJFIS 2021?

1.     Make sure you are "BOOKED" for this event by going to the "EVENTS" tab in the CFA Society Philippines mobile application.

2.     Meeting links will be provided in the app.

3.     Please wear corporate attire for the event.

4.     On event day, please rename in this format "SCHOOL_LAST NAME, FIRST NAME".  For example, "UP-D_MANAOG, RIZCHELLE".

 

Aside from the full-packed summit agenda, what else can you expect on-the-day of PJFIS 2021?

1.     We have games with prizes so be ready to participate.

2.     Engage with our resource persons by asking questions to make the most out of this learning event.

3.     We will ask you to fill-out online evaluation form which will only take 1-2 minutes of your time for each day of the 4-day summit. Please take time to provide your feedback.  Your feedback is important to us. This will serve as your attendance record.

 

OTHER CONCERNS THAT YOU CANNOT FIND HERE

 

What should you do if I have concerns other than those that are provided in the PJFIS 2021 FAQs?

If you have a concern that is not addressed in the PJFIS 2021 FAQs, please send an email to events@cfaphilippines.org.  Please make sure you provide the name and email address that you have used to register for the PJFIS 2021 for easy reference.



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