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
- Diligence
- Independence
- Continuous improvement
- Objectivity
- Be thorough
- Loyalty
- Be trustworth
- Be fair
- Confidentiality
- 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
- Failure to do research – survey or face to face interviews will do
- Failure to assess and manage risks
- Driven by flawed ideas or ideals
- Misplaced trust
- Failure to monitor investment
- 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.
