This is a 2-day course that provides participants with the opportunity to experience hands-on learning in building financial models and performing basic discounted cash flows valuation.
15 Jul, 2026 09:00 AM - 17 Jul, 2026 05:00 PM SGT Pasig City
In Partnership with CFA Society Philippines Financial Modeling Institute partners with CFA Society Philippines to offer members access to a world-class financial modeling accreditation program from the organization that developed CFA Institute’s Practical Skills Module on financial...
Topic Overview This course provides participants with a general overview of the fundamentals of corporate credit including methods and techniques that analysts can use when assessing credit risk. Topics Covered: Introduction to Corporate Credit Risk 5 C’s of Credit Fundamental...
16 May, 2026 09:00 AM - 23 May, 2026 05:00 PM SGT Ortigas (TBD)
Overview This course provides participants with a general overview of the fundamentals of corporate credit including methods and techniques that analysts can use when assessing credit risk. Event Details May 16 and 23, 2026 9:00am - 5:00pm Ortigas (TBA) Registration Fees (VAT Inclusive)...
Overview Financial analytics has become a crucial component of modern investment decision-making. With over 5,000 financial analyst positions currently available in the Philippines as of February 2025, including many in Metro Manila, there is a significant demand for professionals skilled in...
Event Details Venue: Grand Salon, Grand Hyatt Manila, BGC, Taguig Address: 8th Avenue, corner 35th St, Bonifacio Global City, Taguig. Philippines Time: 8:00AM - 5:00PM Registration Fees (VAT exclusive) Early Bird Rate: Php5,499.00 (Until July 15, 2025) Regular Rate: Php8,499.00 CFA Members...
Join us for an inspiring conversation with one of the country’s leading banking executives. In this exclusive session, Mr. Acevedo shares his journey from being an analyst to becoming the architect of transformation in Philippine banking. Learn how to thrive in an industry constantly...
BPI Wealth: A year of resilient performance and enduring trust In 2025, BPI Wealth navigated a complex and evolving investment landscape defined by shifting global rate expectations, persistent geopolitical tensions, and increasing dispersion across asset classes. Through disciplined...
We are honored to be recognized once again by CFA Philippines as one of the Best Managed Funds for 2025. Despite the challenges of a dynamic market environment, our lean yet driven UITF team remained focused on delivering strong and consistent performance for our investors. Receiving three...
(From left to right: CFAP BMFOY Committee Member Graccino Ranay, CFA, Event Host Darwin Saribay, CFA, PNB Investment Management Division Head Dennis Anthony Elayda, PNB Fund Management Department Head Katherine Pagal, PNB Portfolio Manager Joseph Bitancor, PNB Fund Manager Vea Mariella Tan and...
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