Imagine seeing your face on a billboard. 

As a recipient of the CFA Society Philippines’ “Outstanding Charterholder of the Year” or the “Most Promising Charterholder of the Year” award, you would have experienced that honor.

To mark its 20^th anniversary in 2017, CFA Society Philippines held a series of events in celebration, culminating with a gala awards dinner. 

The first event was the Philippine Junior Finance and Investment Summit. Themed, “Acquiring Skills for Future Success in Finance,” the summit attracted around 2,700 graduating university students, young professionals, and professors for a one-day conference to learn how to build a career in finance. Programming included an overview of various investment products and tools, an understanding of the significance of ethics and professional standards, as well as insight into the different CFA Institute programs.

The Financial Fitness Fun Run (FFR) was the second event, featuring the “7 Steps to Financial Fitness” as its motif. Launched simultaneously with the run was the new mobile app, the “Financial Fitness Run (FFR) 2017,” a digital tool that displays events, news, and announcements, as well as a run feature to track a runner's progress in a fun run event.

The anniversary celebration was capped by the sold-out commemorative dinner. Society milestones over the past 20 years were showcased during the evening, and April Tan and Alvin Tan, the two individuals who graced the billboard, were honored. Recognition was also provided to the top five charterholder employers in the country — a distinction that served to cement relationships within the industry while also building brand for the Society.

The “Outstanding Charterholder of the Year” is awarded to the individual who has contributed to the investment industry as an exceptional and inspirational leader, and who has advanced the profession through exemplifying the highest standards of ethics, education, and professional excellence.

Similarly, the “Most Promising Charterholder” award recognizes one who is in the early stages of his or her career who has promoted the CFA Institute brand, while also exhibiting the high standards of ethics, education, and professional excellence expected of a CFA^® charterholder.

Both recipients were chosen through online voting.

To assist with future programming, attendees used a live poll throughout the evening to identify those activities Society members and candidates would like to participate in, as well as topics they were interested in learning more about.

CFA Society Philippines felt the polling aspect was a great engagement tool, and one easily replicated by other societies. They also recommend seeking sponsors for the dinner and events to help curb costs.

© 2018 CFA Institute. All rights reserved.