Benefits of CFAP Membership

Activities

CFAP offers an impressive Luncheon Program in downtown Philadelphia. We also offer a variety of Luncheon Programs in the western suburbs and in Wilmington, DE. These events emphasize investment subjects such as such as economics, a specific industry outlook, fixed income, quantitative theory and application, new investment products, international investing and new legislation. Speakers are drawn from the academic community, industry, government and from among recognized leaders in the investment industry.

Education

CFAP offers the Philadelphia CFA® Prep Course for Levels I, II, and III of the CFA® Program. The course objective is to focus, streamline and schedule your preparation for the exam. The course is not a substitute for individual study but instead helps organize your study schedule, and reviews and summarized key issues and theories. Lectures will consist of formal presentations by the lecturer with minimum time for discussion. The lectures cover the material from the Study Session material that is detailed in the CFA Institute Study Guide.

CFAP coordinates and helps to organize informal study groups for those candidates studying for the CFA® exams.

CFAP in conjunction with the CFA Institute (CFA Institute), offers the CFA® Scholarship Program to qualified candidates in the CFA® Program. These scholarships waive all but $100 of the fees and apply to all levels of the CFA® examination program. For details and application, visit our website, www.faphil.org and click on the Education Icon.

Workshops and topical programs offered throughout the year provide the opportunity for members to remain abreast of new industry knowledge and techniques. These seminars also provide credits toward CFA Institute's current (soon to be mandatory for CFA® Charter holders) Voluntary Continuing Education Accreditation Program.

Investment Principles and Practices - Level I and Level II - are six-week courses designed for investment assistants; trust administrators, research assistants, personal banker, para-financial planners, and others with experience in the investment business. Level I is for individuals who are new to the investment business and Level II if for individuals who have completed Level I and/or have three years of experience in the investment management industry. Topics include: security valuation, understanding financial/investment reports, selection and timing of common stock investments, bond portfolio management, asset allocation and portfolio management. If you are interested in employees attend this course, or are interested in hosting a course, please contact mdoty@faphil.org.

Employment Opportunities

Attending any of CFAP's events allows you the opportunity to network with others in your chosen profession. You can exchange ideas and techniques while forming life-long friendships.

CFAP prepares a monthly newsletter that includes job postings from investment firms and search firms in the Philadelphia area. These jobs are also posted on our website in a password-protected site. If you are in the market for a new position, this is the first place you should look. This service is free to investment firms in the area and we charge a modest fee of $150 to search firms for a two-month posting. For more information, contact CFAP's Job Letter Chairperson.

Monthly Newsletter

CFAP publishes a monthly newsletter full of information. It includes a complete schedule of the Societies upcoming events, both educational and social. Updates concerning continuing education and changes in CFA Institute governance are also highlighted. This is also your source for employment opportunities and educational news.

Website

CFAP maintains a website that is updated daily. There is even a member's only section accessible only with a password.

E-Mail Updates

CFAP has the capability to update its members via electronic mail.

Questions and Comments can be made to the membership chair:
David B. Brune, CFA
dbrune@haverfordtrust.com