Chartered Financial Analysts (CFA) Society of the Philippines Opens its 5th CFA Institute Research Campaign (IRC)

Yesterday I attended an event I will regret I missed. “What?” You’re probably asking. “Attended but missed it at the same time?” Yes.

First let me tell you about the group behind the event.


Chartered Financial Analysts (CFA) Society of the Philippines opened its 5th CFA Institute Research Campaign (IRC) at the “Citi by Chef Jessie” at Citibank Tower, Makati City.


Chartered financial analyst institute research challenge IRC Special education Philippines

Chartered financial analyst institute research challenge IRC Special education Philippines


Who is CFA?

The CFA society just celebrated its 15th anniversary this year 2012 and so we know that it has been a stable society for a decade and a half. This year CFA’s theme is “Bigger, Bolder, and Broader” for its goal to make bigger communities, bolder voice and broader mission.


What does CFA do?

They offer programs for finance and investment professionals to learn more about financial management and investment analysis of stocks, bonds and other assets.


What is the CFA event that I attended and missed at the same time?

It’s a kick-off event  for CFA’s IRC where 7 top universities from the Philippines will be competing. During the event, CFA President April Lynn Lee-Tan explained and helped answer questions about the mechanics to join the IRC. Materials were also provided to the participants including revealing the  chosen subject (Puregold Price Club), introduction of the industry mentors, distribution of packets, and explanation of rules.  At this kick-off meeting, the annual competition among college students officially starts. The winners of this IRC challenge will represent the country to the IRC regionals at Kuala Lumpur, Malaysia on February 22 to 23, 2013. Then the regional winner will compete in the global finals that will be held in London, United Kingdom on April 12, 2013.


What is IRC?

It is a competition held globally that aims to educate people in fundamental research analysis. This year 2012, there will be 7 universities competing namely: University of the Philippines- Visayas (UP-V), Ateneo de Manila University (ADMU), De La Salle University – Dasmarinas (DLSU-D), De La Salle University – Manila (DLSU-M), University of Santo Tomas (UST), San Beda College (SBC), and Southville Foreign University (SFU). According to CFA President, Ms. April Tan, “We strongly believe the IRC will benefit the students as future investment professionals. As they go through the Challenge, they will be able to interact with industry experts and get real-world experience in equity analysis, research report writing and presentation skills. At the same time, the investment industry will benefit as we help produce the next generation of globally competitive finance and investment professionals with a strong sense of integrity and who are committed to standards of excellences and ethics.”


Who are the mentors for the 2012 CFA – IRC?

University of the Philippines- Visayas (UP-V) – Mr. Mark Canizares

Ateneo de Manila University (ADMU) – Ms. Kelly Bate

De La Salle University – Dasmarinas (DLSU-D) – Mr. Albert Pulido

De La Salle University – Manila (DLSU-M)  – Mr. George Ching

University of Santo Tomas (UST) – Mr. Alexis Cabel

San Beda College (SBC) – Dr. Raymund Abara

Southville Foreign University (SFU) – Mr, Ernesto Francisco Jr.


Teacher Ia your explanation is filled with market and financial jargons. What has Special Education Philippines got to do with finance?

Hmmm.  When I ask this question, I remember my topic presentation when I defended my title in front of my peers and the UP-Diliman professors why I should teach financial literacy to children with special needs. I remember my advisers telling me that they are not convinced enough as to why I should even research this. I remember Chinkee Tan’s voice talking to us teachers during Teacher’s Recess and the other voices of financial gurus here in the Philippines.


My answer is plain and simple: It has everything to do with it. I would like to expound on my answer later but I have to leave early today to attend the ADHD of the Philippines North Support Group meeting today. So when I come back later today or tomorrow morning, I shall continue my explanation.



Alright I am back. First to answer why is this event very interesting to me is because I have not met any gifted student in terms of financial literacy. There are many gifted individuals from our line of financial experts here in the Philippines but gifted students on financial literacy – I can’t name even one.

Why am I interested to know about gifted students on financial literacy? Because I want to learn how did they came to be? Is it in their nature or is it their environment? What can educators do to bring out more of these students and what other establishments highlight such gifts in students?

I am so happy that through blogging I learned about CFA IRC and I do hope to support it more and in the following years to come. I also dream of meeting the students who are participating in this challenge. I wish that I will find out more institutions like CFA who have similar projects for such talented students on fundamental research analysis.

But I do have regrets about this event. Like I said I missed this one. I missed the event because I arrived late. When I arrived, I only heard the Q&A portion and while reading the materials for media given to me I felt so sad that I missed the meat of the presentation. But then I know there is no need to dwell so much about missed opportunities instead it is better to be very excited about updates of the ongoing CFA-IRC and to look forward to the next campaign next year.

8 Commentsto Chartered Financial Analysts (CFA) Society of the Philippines Opens its 5th CFA Institute Research Campaign (IRC)

  1. Being IN contact with your interest with financial matters is sure sure-proof of educating oneself. Yes we can google everything out of curiosity, but what you’re missing are the interaction and important tips the conference will share. If you are bound to teach financial literacy to children then I must say I am still a child willing to learn more about my dreaded finances 🙂

    P.S. Please don’t be late on important events like this 😀
    And later on share your financial empowerment to your lovely friends! 🙂

  2. Franc Ramon says:

    I’ve been in the finance profession for more than 10 years and it still challenges me a lot as everything is always evolving and some simple concepts are no longer simple. It’s good that CFA offers events like this.

  3. itin says:

    I like this blog, anything that talks about money interests me and I didn’t know C stands for Chartered. My

  4. Gab says:

    Once you finished attending this event please don’t forget to share your experience to your blog 🙂

  5. Fred says:

    I have to admit that financial literacy is also one of my weaknesses. I barely understood the first half of your blog, haha! That is why I married a businesswoman, I guess.

    • Teacher ia says:

      My husband shares your sentiments Fred but in his current responsibilities now as Executive Director of Reef Check Philippines there is no resisting money as he has to stay on top of the financial matter of the organization as well everyday. And he has ADHD! So it’s an ongoing work. 🙂

Leave a Reply

Your email address will not be published. Required fields are marked *