Why Work With a Chartered Financial Analyst Charterholder

Your advisor should be on the leading edge of every facet of your financial situation, anticipating your needs and helping you create an investment strategy to achieve your goals. In a complicated world, having a CFA® Charterholder on your side who is confident, ready for tomorrow, and completely committed to your interests is a difference that matters.

Why Work with a CFA®?

Rigor and Expertise.

Fewer than 1 in 5 candidates becomes a CFA® charterholder. It takes an average of over 1,000 hours of rigorous study, along with four years of professional experience, to earn the distinction of being called a Chartered Financial Analyst®(CFA®) charterholder.

Holistic Portfolio Management.

CFA® charterholders are trained to understand what drives value in all dimensions of your financial situation. They have mastered more than just the art and science of securities analysis and asset allocation. They also have expert-level portfolio management skills.

Your Interests Come First.

CFA® charterholders recognize that trust is key to building a strong client-adviser relationship and are bound by the highest ethical standards and are required to annually attest to their compliance with the CFA® Institute Code of Ethics and Standards of Professional Conduct.

The CFA® credential is typically consider the professional gold standard of choice within the financial services industry.

A factsheet about the merits of hiring a CFA® charterholder can be found here: https://www.cfainstitute.org/-/media/documents/support/membership/High-Net-Worth-Why-Hire-a-CFA-Charterholder.ashx