Upcoming Events

2024-2025 CFA Institute Research Challenge Local Finals

Join us to witness six outstanding student teams battle it out for the championship! Each team will deliver their insights on the Subject Company: Citicore Energy REIT Corp. (CREIT) through a pre-recorded 10-minute presentation, followed by an engaging live Q&A session.

Vision 2025: Trump 2.0 and Its Potential Ramifications to the Philippine Economy and Markets

The geopolitical and economic landscape is shifting rapidly, and few events have the potential to reshape the global order more than the return of Donald J. Trump to the U.S. presidency. Against this backdrop, CFA Society Philippines presents Vision 2025, a premier thought leadership event that explores the potential implications of a second Trump administration on the Philippine economy and financial markets. As the Philippines continues to play an important role in an interconnected global economy, shifts in U.S. policies could trigger far-reaching effects on trade, foreign direct investment, currency movements, and regional stability. Trump's first term was marked by significant changes in international trade agreements, tax reforms, and diplomatic relations—transformations that created both challenges and opportunities for emerging markets like the Philippines. Vision 2025 will delve into these issues, providing a platform for financial professionals, policymakers, and industry stakeholders to better understand and prepare for the potential disruptions and opportunities that may arise. This event will feature a distinguished panel of experts who will offer insights into global and regional trends, trade relations, investment flows, and economic resilience. 

Credit Analysis and Valuation Workshop 2025

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.

Basic Financial Modeling Workshop 2025

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.