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Member Societies > CFA Association of Pakistan
 

 The CFA Association of Pakistan

The CFA Association of Pakistan (CFAAP) promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions.

CFAAP currently has 151 members out of which 87% are CFA Charterholders and 13% are non-charter holders. While in-house financial analysts/portfolio managers constitute a 36% majority of the society, commercial bankers at 30% have also taken a keen interest in pursuing the CFA Program.

 CFAAP Mission & Initiatives

CFA Pakistan's mission is to serve members and the investing public by providing regular forum to educate and enhance their investment skills, to increase awareness among employers and the general public of the value of the CFA designation and to promote the highest ethical standards, professional practices and standards of professional conduct in Pakistan.

To this end, CFA Pakistan has undertaken several initiatives including:
·hosting seminars, workshops, panel discussions on issues affecting the capital markets

·conducting financial analysis and modeling workshops for analysts

·organizing the Annual Excellence Awards for various financial services in Pakistan

·tirelessly lobbying with the regulator (SECP) on governance issues, specifically Codes of Conduct and Analyst Certification Program

·arranging scholarships for deserving CFA candidates, and

·Conducting exam-study preparatory classes for CFA candidates.

 CFAAP Honors

Planning Award for CFA Pakistan

From amongst 132 competing societies, CFA Pakistan was the winner of CFA Institute's Planning Award in 2008; the only non-North American society to have won an award amongst the four categories of Planning, Collaboration, Innovation, and Rehabilitation. The award was conferred on account of CFA Pakistan’s Strategic Planning. The Judges appreciated how Pakistan Society's business plan helped forced a change in the way society had previously been operating.

"The results are truly visible, as identifying issues within a society and findng proactive solutions is not small feat.Pakistan Society's award winning efforts are shining example of leadership, where thier work help lead the invesment profession globlally by setting highest standards of education, integrety, and professioal excellence. "

 

Mohammad Shoaib, CFA as President's Council Representative

The CFA Association of Pakistan (CFAAP) takes great pride in announcing that its founding President of the society, Mohammad Shoaib, CFA has been elected as CFA Institute’s Presidents’ Council Representative (PCR) for the Asia Pacific region for the term 2008-2010. The Asia Pacific PCR will respresent 15 CFA societies across 14 countries in the Asian and Australian continents: Australia, New Zealand, Japan, Singapore, Hong Kong, Taiwan, Malaysia, Indonesia, India, Sri Lanka, Korea, Pakistan, Philippines and Thailand. It is indeed a great honour for CFAAP. Amongst other, PCR will serve the interests of Member Societies and their members, and may include improvements in programming, membership, outreach, communication, and other opportunities for enhanced society and member services.

 

CFA Pakistan as GIPS Country Sponsor

In its recent meeting in Hong Kong, the Global Investment Performance Standards (GIPS) Executive Committee voted to acknowledge the CFA Association of Pakistan as an official sponsor of the Global Investment Performance Standards, or GIPS® standards, for the Pakistan market. The GIPS standards are well-recognized with high compliance levels amongst key financial centers in the United States, Canada, Europe, Africa and Asia Pacific. Global standardization of investment performance reporting gives investors around the world the additional transparency they need to compare investment managers and allows managers to compete for new business in foreign markets

 

Innovation Award for CFA Pakistan

From amongst 132 competing societies, CFAAP was the winner of CFA Institute's Innovation Award in 2006; the only non-North American society to have won an award amongst the four categories of Planning, Collaboration, Innovation, and Rehabilitation. The award was conferred on account of CFAAP’s Annual Excellence Awards program, aimed at promoting global best practices amongst investment practitioners. The Annual Excellence Awards are the first of its kind initiative taken by any society of CFA Institute. 

 

"Most Influential" Award for CFA Pakistan President

CFAAP also had the honor of being the only non-North American society whose President, Mohammad Shoaib, has been recognized as “Most Influential” member by CFA Institute Magazine in 2006. CFAAP was also widely applauded by CFA Centre for Financial Market Integrity for the initiatives taken by the society leadership in the area of advocacy.

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 Contact Us

CFA Association of Pakistan

c/o Corporate & Investment Banking Group
Allied Bank Limited
2nd Floor, Khayaban-e-Iqbal, Main Clifton Road
Bath Island, Karachi

Ph: 021- 35868498
Email: info@pakistan.cfasociety.org



 



 

 
 

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 Recent Events

3rd Local Investment Research Challenge & Charter Award Ceremony: December 13, 2010

CFA Pakistan held its 3rd Local Investment Research Challenge (IRC) on December 13, 2010. Investment Research Challenge (IRC) organized by CFA Pakistan gives students from the Pakistan’s top business schools the opportunity to learn from industry experts and compete with their peers. The challenge teaches participants best practices in equity research through hands-on mentoring and intensive training in company analysis and presentation skills. This time seven teams comprising of four to five students selected from IBA, SZABIST, NUST, IoBM, Greenwich, Iqra and MAJU participated in this event. The subject company for research this year was HUB Power Company (HUBCO).

National University of Science & Technology (NUST) won the challenge. The finalists will now represent the country at Regional level in Bali, Indonesia in February 2011.

Volunteering to participate in the Global Investment Research Challenge is an excellent opportunity for Members to become actively involved in CFAAP activities and give back to their profession and country and CFA Pakistan would like to thank all the industry experts who took time out of their busy schedules to make IRC a success once again. We are also grateful to Mr. Vice Harris, CEO, Hub Power Company, to grace the event with his presence as Chief Guest.


Guest Speaker Session by Dr. Marc Faber: August 9, 2010

If Marc Faber had to choose one asset class for the next 10 years it would be gold. Cash and US treasuries would be his least preferred decennial investment. US equities would be a reasonable choice for wealth protection, though not necessarily grow much when adjusted for inflation. But his most favorite investment destination remains Asian Economies with weak currencies, favorable external balance and low household leverage. This was the broad message that the author of The Gloom, Boom and Doom Report delivered to speaker session organized by CFA Association of Pakistan in association with ABL Asset Management during August in Karachi.

Dr Faber believes that Mr. Bernanke is committed to printing money and will in any case have very little choice because of entitlements and the US constitution. Thus Fed’s monetary policy would be strongly inflationary. Dr Faber pointed out that with the US so deep in debt, Fed thinks it cannot allow asset prices to drop below a certain point because that would devastate the balance sheets of the banks with debt deflation. But he thinks in the long run this is just rolling up another crisis for the future that will destroy the US dollar and cause an even bigger financial crisis.


Declaring himself the ‘most pessimistic of forecasters, nobody is more pessimistic than me’ Dr Faber outlined a scenario in which the dollar has to be replaced by another unit after a future inflation, and holders of cash and bonds lose virtually everything in the process. He drew an interesting parallel with the fate of the Mexican Peso in the 1980s and how the value of that currency was destroyed, while equities priced in Pesos at least held their value in real terms because they represented real assets. Bond and cash holders in Mexico lost almost everything. Dr. Faber, therefore, advises long-term investors to buy gold and equities, although the timing to do so may not be exactly right now, and to do so on a globally diversified basis.


Excellence Award Ceremony- June 25, 2010

CFA Pakistan organized its 7th Annual Award Ceremony in Karachi Marriott Hotel on June 25th 2010. Mr. Hussain Dawood, Chairman, Dawood Group was Chief Guest for the occasion.

Award Winners:
Corporate Finance - Debt House of the Year 2009 - Habib Bank Limited
Corporate Finance - Debt House of the Year 2009 (Runner Up)- National Bank Limited
Corporate Finance - Equity/Advisory House of the Year 2009-
Allied Bank Limited
Corporate Finance - Equity/Advisory House of the Year 2009 (Runner Up) - KASB Bank Limited
Transaction of the year 2009-  
Pakistan Mobile Communication Limited Euro-bond BuyBack
                                          -Standard Chartered bank Pakistan Limited
                                          -
Deutsche Bank Pakistan 
                                          -
Citibank Pakistan

Investor relations Award 2009 –
Engro Corporation Limited
Best Research Analyst of the year 2009 –
Hamza Marath
Best Research Analyst of the year 2009(Runner Up) - Fawad Khan
Best Trader of the year 2009 –
Mustafa Iqbal
Best Trader of the year 2009 (Runner Up) –
Qasim Lakhani, CFA
Best Brokerage House of the Year – KASB Securities
Best Brokerage House of the Year (Runner Up) - Foundation Securities

Bank of the Year – 2009 (Large Banks) – Allied Bank Limited
Bank of the Year – 2009 (Mid Size Banks) -
Bank Al-Habib Limited
Bank of the Year – 2009 (Small Banks) – Deutsche Bank
Islamic Bank of the Year – 2009 –
Meezan Bank Limited
Most Stable Bank of the Year – 2009- MCB Bank Limited


DAWN Education Expo- February 2010

CFA Pakistan participated for the first time in DAWN Education Expo during February and March 2010. DAWN Education Expo is a unique higher education platform, specially conceived to facilitate the enrolment of Pakistani students in universities and institutes of higher learning. It was held in three major cities of Pakistan namely Karachi, Lahore & Islamabad.

A large number of post graduate, undergraduate and college students attended this exhibition. Our goal was to inform people about the CFA program and to recommend it to those who in our judgment had the time, ability and financial resources to successfully complete the program. We were able to pull up around fifty volunteers from all three cities (CFA Charterholders, Level II & III Candidates) to manage this event, which was received well by the visiting students.


Networking Event February 01, 2010

On February 01, 2010 CFA Pakistan organized a social dinner to facilitate professional networking amongst society members. The event was held on the lawns of the Boat Club, Karachi. The gathering was well attended as many members took time out from their busy work schedules to socialize with professional colleagues


Career Day January 23, 2010

CFA Pakistan organized its 2nd Annual Career Day on January 23rd, 2010. Career Day is becoming an increasingly important annual event for CFA societies worldwide. The main purpose of the Career Day is to spread awareness of the CFA Program and its benefits on career development. This time around we had a full day open-house, which was offered to all university students through invitations to the relevant faculty advisors. 

 Extremely affordable original study material for CFA Pakistan Candidates

CFA Pakistan is proud to announce its partnership arrangement with Élan Guides LLC.
Élan Guides is a U.S based company that prepares study materials for the CFA Program. 

They offer special discounted prices to CFA Level I candidates in Pakistan 

Ultimate Prep Package Rs. 20,000
(Includes 5 Study Guides, Lecture videos, Review Book and Mock Exams
and 2000 practice questions)

Essential Prep Package Rs. 12,000
(Includes 5 Study Guides, Review Book and Mock Exams
and 2000 practice questions)

Élan Study Notes Rs. 3,000 

Eleventh Hour Review Book. Rs. 800 

40% additional discounts on packages for candidates retaking the Level I exam,
CFA Pakistan scholarship recipients and college/university students

For samples visit www.elanguides.com/samples.php
For more information email info@elanguides.com  

Élan Guides is a member of the CFAI Prep Provider Guidelines Program (https://www.cfainstitute.org/partners/examprep/Pages/cfa_prep_provider_
prog_participants.aspx
)

Special Promotion: Simply register on www.elanguides.com and activate
your account to receive Volume 2 of Elan Study Notes (Economics) for FREE!!!

 CFA Exam Prep Classes

CFA Pakistan Members are conducting CFA Exam preparatory classes for Candidates. For further information you may contact Uroosa Girami at info@pakistan.cfasociety.org

 Who is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 


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