Upcoming Events

Vision 2026

Organized by CFA Society Philippines, Vision 2026 features the annual Forecast Event—Unfinished Business: The Philippines’ Quest for Stability and Credibility—a forward-looking discussion on the country’s economic direction amid global and domestic headwinds. The program culminates with the Best Managed Funds of the Year (BMFOY) awards, recognizing the top-performing funds that exemplify disciplined strategy, transparency, and stewardship—qualities that drive confidence in Philippine financial markets.

Financial Modeling and Valuation Workshops 2026

Ready to take your finance career to the next level? Join us at the Financial Modeling and Valuation Workshops 2026 with Hamilton Lin, CFA, founder of Wall Street Training & Advisory, Inc. A fast-paced, hands-on workshop designed for finance professionals and aspiring analysts. Walk away with Excel-based models, valuation frameworks, and deal structuring skills you can apply immediately.

Credit Analysis and Valuation Workshop 2026

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 credit analysis: macroeconomic environment and business risk assessment Capital Structure, Seniority Ranking and Structural Subordination Financial Ratio Analysis Rating Agencies, Credit Ratings and Their Role in Debt Markets Credit Risk Vs. Return: Yields and Spreads High- Yield, Sovereign and Non-Sovereign Credit Analysis Modeling Credit Risk and The Credit Valuation Adjustment Credit Scores and Credit Ratings Interpreting Changes in Credit Spreads