Philippine Junior Finance and Investment Summit 2024

The Philippine Junior Finance and Investment Summit 2024 is a premier virtual event designed to inspire, educate, and engage graduating students and young professionals who are ready to embark on their journeys in the finance and investment sectors. Scheduled for September 27 and 28, 2024, this summit will offer a dynamic program of expert-led sessions, panel discussions, and interactive workshops, all aimed at equipping participants with the knowledge and skills they need to succeed in their careers.

Since its inception in 2013, the Philippine Junior Finance and Investment Summit has reached and helped over 16,000 students and young professionals, making a significant impact on the finance community. This year's theme, "Chart the Future: Unlocking Opportunities for Tomorrow," reflects the event's commitment to preparing the next generation of finance professionals to navigate the ever-evolving industry landscape.

Key Highlights:

  • Expert Insights: Gain valuable perspectives on the current state of the economy and career prospects in the finance industry.
  • Specialized Tracks: Choose from focused sessions on research and financial analysis, portfolio management, and trading to deepen your expertise.
  • Skill Development: Enhance your technical and ethical decision-making skills through practical sessions on best practices, market analysis, and financial wellness.
  • Networking Opportunities: Connect with industry leaders, experienced professionals, and peers to expand your professional network.

This summit aligns with CFA Society Philippines' strategic objective of shaping the future of the industry and profession. By providing a platform for young professionals to learn from experts, gain practical insights, and develop essential skills, the summit contributes to the society's goal of building a competent and ethical investment community. The event empowers participants to become leaders in the finance industry, equipped with the knowledge and integrity to drive positive change and uphold the highest standards of professional excellence.

Registration Fee: Php375.00

How to register?
1 . Download the CFA Society Philippines mobile app. 
2. Create an account and ensure all required fields are filled in accurately:
(Name, Email Address, Mobile Number, Organization/School Name, etc.)
3. In the events tab, select “Philippine Junior Finance and Investment Summit 2024”.
4. Click the “Join” button and follow the payment instructions.
5. You will receive an email confirmation once payment has been successful.

Summit Agenda Day 1
(September 27 | Friday | 1:00 - 5:30PM)

TIME
ACTIVITY
01:00 PM
Opening Ceremony
01:05 PM
Welcome Remarks
01:15 PM
State of the Economy and Career Prospects in the Industry
02:15 PM
Panel Discussion
Research/Financial Analyst Track
Portfolio Manager Track
Trader Track
Data Scientist Track
Relationship Manager/Sales Track
03:00 PM
Break
03:05 PM
Topics per Track
Best Practices in Financial Analysis and Valuation
A Primer on the Investment Process: From Strategy to Execution
Executing the Trade: Best Practices and Common Mistakes
Making Sense of Data: Best Practices in Analysis and Visualization
Bridging the Gap: Matching Financial Products to Client Needs
03:55 PM
Break
04:05 PM
Reading the Markets: Must-watch Indicators
04:55 PM
Harnessing the Power of LinkedIn: Building Your Professional Brand and Network
05:30 PM
Closing and Announcements

Summit Agenda Day 2
(September 28 | Saturday | 1:00 - 5:30PM)

TIME
ACTIVITY
01:00 PM
Opening Ceremony
01:05 PM
Welcome Remarks
01:15 PM
Keynote Speech
01:35 PM
Avoid Career Pitfalls, Practice Ethical Decision-Making
02:20 PM
Break
02:25 PM
Financial Wellness for Gen Z
03:10 PM
Break
03:20 PM
Investing in a Sustainable Future
04:05 PM
Break
04:10 PM
From Candidate to CFA: My Story
05:30 PM
Closing and Announcements