CFA Society Portugal

During this festive season, we would like to extend our warmest wishes for Happy Holidays! 🎇 🎁 🎄 May this Christmas be filled with joy, peace, and special moments with your loved ones. May the New Year of 2025 bring renewed opportunities for professional growth, success in your investments, and personal achievements for everyone.

Guess what? CFA Society Portugal just hit 6000 members in its community, and it's all thanks to YOU! Together, we're transforming financial literacy and raising the bar for ethics and excellence in the financial market. Our mission goes beyond the numbers: 🔹 We strive to uphold ethical and professional standards within the investment industry. 🔹We encourage professional development through the CFA Program and continuing education. 🔹We facilitate the exchange of information and opinions among people in the local investment community and beyond. 🔹And we work tirelessly to enhance the public's understanding of the CFA designation and the investment industry. Let’s keep this momentum going and inspire even more people to join us on this incredible journey!

Estamos muito orgulhosos em sermos Observadores Consultivos da CPLP - Comunidade dos Países de Língua Portuguesa!

This week marks a significant milestone for CFA Society Portugal: our first participation as an official partner in the Meeting of the Monitoring Committee of the National Financial Education Plan (PNFF). This event not only recognizes our commitment to financial education in Portugal but also reinforces our active role in promoting best practices within the sector. Financial education is a crucial pillar for the sustainable development of any society. Our inclusion as partners highlights the importance of the work we have been doing to advance financial literacy, ethics, and high-quality training in the field of investments. Throughout 2024, we have had the privilege of contributing actively to the promotion of financial literacy, with a focus on university students, managers of micro, small, and medium-sized businesses, and the general public. This is just the beginning of a collaborative journey that promises to make a real impact on people’s lives. We are proud to take this important step and confident that, together, we can continue to build a stronger and more inclusive financial future for Portugal. #cfasocietyportugal

Yesterday, Lisbon set the stage for an delightful experience: our Masterclass on Humor and Creativity in Communication brought together inquisitive minds and open hearts to explore fresh, impactful ways of communicating with authenticity and ease. Under the guidance of Paulo Oliveira, we discovered how humor and storytelling can break barriers, build empathy, and foster deeper connections—both in the workplace and in everyday life. Our participants walked away with a renewed perspective and valuable tools to enhance relationships and create more positive, collaborative environments. A heartfelt thank you to everyone who joined us, and to our exceptional speaker, Paulo Oliveira, for making this event such a remarkable success! 🙏 #cfasocietyportugal

#cfasocietyportugal #inspiration #financetips #quotes

#cfasocietyportugal #inspiration #financetips #quotes

A MARKET 4 GROWTH da Sandbox M4G é uma ferramenta criada pela CMVM - Comissão do Mercado de Valores Mobiliários e que permite às empresas: 1. Testar o acesso ao mercado de capitais (capital de risco e bolsa); 2. Com o apoio de entidades especializadas (parceiros da Sandbox M4G); 3. De forma personalizada e flexível, em função das necessidades das empresas. Esta ferramenta adequa-se a qualquer empresa, adaptando-se à sua dimensão (pequena, média ou grande) e ao setor. ➡️ Veja mais informações no QR Code na imagem.

It was a pleasure to be with the members of the Portfolio Management Club at Nova School of Business and Economics yesterday! We hope to have brought students closer to the world of #Fixed #Income through the insightful session with Joana Monteiro Felício, CFA. #cfasocietyportugal

#cfasocietyportugal #inspiration #financetips #quotes