CFA charter is especially relevant in uncertain financial environment

The CFA Society of the Philippines will recognize eight investment professionals being newly awarded the CFA® charter at the 4th Prestige Night–building up a new generation of Philippine CFA charter holders who will uphold standards of excellence and ethics, which is especially important in times of economic uncertainty – slated on November 19, in Makati City.

In today’s financial environment, investors and corporations are particularly conscious about choosing investment advisers and managers who can not only manage their funds efficiently but also with honesty and transparency.

“Intelligence alone is not enough. We’ve seen enough investor deception and scams happening in the past year or so. Having a person you can trust to take care of your money and invest it wisely is of high importance,” says CFA Philippines President, April Lee-Tan, CFA.

CFA charter holders are required to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct, a commitment they must reaffirm each year to maintain the charter..

“It is also encouraging to note that over the years, there have been a growing number of individuals from regulatory bodies such as the Bangko Sentral ng Pilipinas (BSP) enrolling into the CFA Program. These professionals gaining an understanding of the CFA Institute “investor-first” standards and knowledge base would be advantageous to their regulatory roles,” adds Tan.

Apart from dedication to ethical standards, CFA charter holders also pride themselves on an acquired comprehensive skill set in financial management. Globally, the CFA designation is considered as the premier global investment credential. Candidates have to go through a rigorous series of three six-hour exams focusing on investment tools, asset valuation, and portfolio management as well as application of ethical standards. In addition, four years of experience in the investment decision-making process is a requirement for attaining the CFA charter.

“Being a CFA charter holder implies that one is driven, hard-working, and smart. Studying for and passing the CFA exams is no easy feat,” adds Tan.

To stay relevant in the changing practices in the financial industry, members and professional staff of the CFA Institute continually work to update and develop the CFA curriculum to produce the comprehensive “CFA Program Candidate Body of Knowledge™.”

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