No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst designation. With more than 100,000 CFA charterholders in over 135 countries and territories and an increasing demand worldwide for the CFA Program, the charter has become the global professional investment credential.

How is a CFA Charterholder Different?

The CFA charter is awarded to a very select group of investment advisers who have:

  • A strict code of ethics and professional standards. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. They are committed to being held to the highest ethical standards in all dealings with investor clients.
  • Global best practices and real-world experience. The CFA Program curriculum is based on an extensive and ongoing global practice analysis process, which ensures that the program stays current and relevant in relation to the ever-changing dynamics of global professional investment practice. Mastered a rigorous curriculum that requires hundreds of hours of study over at least three years and have passed three increasingly difficult levels of examination.
  • Breadth of knowledge and expertise. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs. Investors recognize the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.

Anyone can call themselves a financial adviser. When you work with a CFA charterholder you gain confidence that your adviser has achieved one of the highest distinctions, conferred upon a select group of rigorously trained professionals.

If you want to partner with an ethical investment professional who has the proven expertise and integrity to meet your investment goals, then feel free to call me for a free initial consultation.