CFA Society Philippines Hosts Its Finance and Investment Summit

On September 7, 2019 CFA Society Philippines held its 4th Philippine Junior Finance and Investment Summit entitled, “Measure Up to Level Up” at the SMX Convention Center, Pasay City.

It was a full day activity packed with 3 break out sessions focusing on Financial career, Investment and Financial Technology designed for the Generation Z.

The renowned speakers were as follows:

Mr. Larry Cao, CFA Institute Content Director

Mr. Nick Pollard, CFA Institute Managing Director for Asia Pacific

Dr. Andrew Stotz, A. Stotz Investment Research Co-founder and CEO

PinayMompreneur was at the convention and here are our best takeaways from the event:

10 Ethics That Will Make You Successful

  1. Diligence
  2. Independence
  3. Continuous improvement
  4. Objectivity
  5. Be thorough
  6. Loyalty
  7. Be trustworth
  8. Be fair
  9. Confidentiality
  10. Reveal conflicts

4 Steps to Get out of Trouble

A- aware

A- admit (6 simple words- “I was wrong, I am sorry”)

A- apologize

A- amend

Some thoughts that caught us:

“There is no shortcut for trust, you need to build it overtime”

“Care for your client as you care for your mother”

6 Ways You Will Lose Your Money

  1. Failure to do research – survey or face to face interviews will do
  2. Failure to assess and manage risks
  3. Driven by flawed ideas or ideals
  4. Misplaced trust
  5. Failure to monitor investment
  6. NEGATIVITY

Along with other media personnel were about 3,000 students and finance experts attended the summit.

For future summits, check out CFA Society Philippines’ website here.

About the author

Renz Mom to 2 beautiful girls, Peaches & Luzy. WAHM for 10 years and then I opened a small condo and office cleaning business. That's just the start. Follow me as I walk along my entrepreneurial journey. I hope you'll learn a thing or two from my experiences.

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