Why Work with a CFA^® Charterholder

Distinctions of a CFA^® Charterholder

Today's complex wealth management landscape demands advisors who are not only experienced but also formally trained to meet high standards of ethics and financial analysis. Among the many paths to professional distinction, the Chartered Financial Analyst^® (CFA^®) designation is widely recognized for its emphasis on rigorous education and ethical principles. Greg became a CFA^® charterholder in 1998, and Carroll became a CFA^® charterholder in 2001. They are credentialed wealth management professionals who embody the following core tenets:

• Ethics: Ethics is a core component of the curriculum that leads to the CFA^® designation. CFA^® charterholders are required to annually attest to their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
• Knowledge and Experience: CFA^® charterholders have at least four years of qualified professional experience and have completed a rigorous series of examinations covering topics such as investment tools, asset valuation, portfolio management and the application of ethical and professional standards.
• Global Relevance: The CFA^® charter is globally recognized with charterholders located in more than 130 countries and regions.
• Recognition: The CFA^® designation is widely recognized for its focus on professional standards and investment education within the global investment community.

Why Work With a CFA® Charterholder

Your financial advisor should be at the forefront of every aspect of your financial situation, proactively anticipating your needs and helping you craft an investment strategy aligned with your goals. In today’s complex world, having a CFA^® charterholder by your side means working with a professional who demonstrates a high level of training, focuses on long-term planning and is committed to putting clients’ interests first.

Rigor and Expertise

Fewer than one in five candidates attains the prestigious CFA^® charterholder designation. Earning this distinction requires over 1,000 hours of rigorous study, coupled with at least four years of professional experience. A CFA® charterholder possesses a deep understanding of financial markets, investment principles and risk management.

Holistic Portfolio Management

CFA^® charterholders are adept at assessing value across multiple dimensions of your financial landscape. In addition to studying securities analysis and asset allocation, they develop portfolio management skills through the CFA^® program. This approach can help support an investment strategy that aligns with your overall financial objectives.

Ethics

Trust is an important component of a client-advisor relationship. CFA^® charterholders are required to adhere to the CFA^® Institute Code of Ethics and Standards of Professional Conduct and annually affirm their compliance. When you work with a CFA^® charterholder, you are working with a professional who is committed to placing client interests first.

The Gold Standard

Within the financial services industry, the CFA^® credential is widely recognized as the professional gold standard in the investment management profession. Choosing to work with a CFA^® charterholder reflects a commitment to excellence and prudent financial management.

CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.