The Chartered Financial Analyst (CFA) of the Philippines opens the 5th CFA Institute Research Challenge

The Chartered Financial Analyst (CFA) of the Philippines recently opens the 5^th CFA Institute Research Challenge at the Top of the Citi by Chef Jesse in Makati City. Ms. April Lyn Lee-Tan who is the president of the Chartered Financial Analyst (CFA) of the Philippines led the kick-off and gave instructions to the students that will be participating in the competition on how their projects will be judged in terms of points. She pointed out that their finished projects will be based on valuation, team involvement, based on written reports, way of delivering their projects and others.


Miss April Lyn Lee-Tan as she led the opening of the 5^th CFA Institute Research Challenge and discusses the mechanics of the competition.

The winning team will take home 50,000 in cash and will advance to the regional level while the first runner-up will get 30,000 and the 2^nd runner-up will get 20,000. 

Schools that will be participating for this event are University of the Philippines, Ateneo De Manila University, De La Salle University-Manila, De La Salle University-Dasmarinas, San Beda College, Southville Foreign University, University of the Philippines –Visayas and University of Santo Thomas.

Each school has its respective coaches who will guide and instruct them on the necessary things they need to do. Some of the assigned mentors are Mr. Mark Canizares for University of the Philippines-Visayaz, Mr. Alexis Cabel for University of Santo Thomas, Mr. Alberto Pulido for DLSU-Dasmarinas, Dr. Raymond Abarra for San Beda College, Mr. Ernesto Francisco Jr. for Southville Foreign University, Mr. George Ching for DLSU Manila and Ms. Kelly Bate for Ateneo De Manila University.

There will be 3 levels of the competition; it will be local, regional and global. The team who garnered the highest score will be representing our country in the regional challenge that will be held in Kuala Lumpur, Malaysia on February 22-23, 2012, and then the winner of that event will be competing in the finals with the best of the best coming from different parts of the globe that will be held in London, United Kingdom on April 12, 2013.

The purpose of this competition is to promote the attitude of investing to the students as young as they are. Since CFA believes that they are the future investment professionals of this country who will soon take over the finance and investment industry, and more than that, CFA wants to inculcate to the youth the strong sense and need for integrity and high ethical behavior in this particular field.