CFA Society Philippines to hold fourth investment summit for Gen Z workforce

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Local investor organization CFA Society Philippines organizes its 4th Philippine Junior Finance and Investment Summit, targeting a growing workforce of tech-savvy Gen Zers entering the investment landscape.

“We began this journey towards equipping of future finance professionals six years ago when we launched the first Philippine Junior Finance and Investment Summit. And through the years, especially with the development in our technology and media, we saw how the desirability for equipped finance and investment professionals only grew,” said Cristina Arceo, CFA Society Philippines’ Chairman of the Board of Trustees.

The upcoming summit, with the theme “Measure Up to Level Up” will take place on Sept. 7 at the SMX Convention Center Manila. This whole-day event is set to cater to more than 3,000 students and industry experts, with speakers including Nick Pollard, Managing Director of Asia Pacific CFA Institute; Emilio B. Aquino, Chairperson of Securities and Exchange Commission; and Emilio Neri Jr., Lead Economist and Vice President of the Bank of the Philippine Islands.

“As the world is rapidly changing, and since soon we are bound to leave it in the hands of this new generation of wiser and informed people, CFA believes it is essential that we engage and provide them the tools they need to lead and set the path straight towards success,” Arceo said. She encourages young people–students and young professionals–to attend this event so they can further hone the set of skills they have in order for them to advance in their personal career and financial wellness.

Learn more about the upcoming event here.



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