About The CFA Society of Philadelphia
The CFA Society of Philadelphia (CFAP;
formerly Financial Analysts of Philadelphia, Inc.) was founded in 1943 to
further the interchange of information and opinions among people in the
investment community, to foster a high standard of ethics and to promote a clear
public understanding of the functions of security analysis. We also encourage
continuing education in financial analysis for practitioners. Our organization
is a Charter Society of the CFA Institute and is the seventh largest Society in
the U.S. with close to 2000 members.
CFAP has adopted the following Code of
Ethics and Standards of Professional Conduct:
A Financial
Analyst:
- Acts with integrity, competence, dignity, and in an ethical manner when dealing with the public, clients, prospects, employers, employees, and fellow members.
- Practices and encourages others to practice in a professional and ethical manner that will reflect credit on members and their profession.
- Strives to maintain and improve their competence and the competence of others in the profession.
- Uses reasonable care and exercises independent professional judgment.
A copy of our strategic plan can be found here
About CFA Institute
CFA Institute is the global membership association that administers the Chartered Financial Analyst © (CFA) and Certificate in Investment Performance Measurement (CIPM) curricula and exam programs worldwide; publishes research; conducts professional development programs; and sets voluntary, ethics-based professional and performance-reporting standards for the investment industry. CFA Institute has more than 96,000 members, who include the world's CFA charterholders, in 133 countries and territories, as well as 135 affiliated professional societies in 56 countries and territories. CFA Institute has offices in Charlottesville, Va., London, Hong Kong, and New York.
More information may be found here.