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A financial adviser who is a CFA charterholder represents a tremendous reservoir of investment expertise, having demonstrated commitment to the highest standards of ethical and professional conduct and comprehensive knowledge of investment analytics.

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Why Choose a CFA Charterholder Wealth Manager?
What Makes a CFA Charterholder's Knowledge So Special?
Why Should I Trust a CFA Charterholder?
How Do I Choose the Adviser That's Right for Me?
How Can Investors Avoid Investment Fraud?

What Makes a CFA Charterholder's Knowledge So Special?

Comprehensive view and up-to-date, practical skills

Many investment professionals manage stock and bond portfolios, but CFA charterholders can perform a holistic, comprehensive analysis of your circumstances which allows them to construct a diversified investment portfolio that fits your needs.

They have the tools and understanding to analyze the risks and rewards of a variety of investment types.

Real world experience and rigorous exams
In order to pass the three qualifying exams, CFA charterholders master the body of investment and financial knowledge that includes a comprehensive range of ethical, analytical, and practical investment and financial management skills.

The CFA Program Curriculum is updated every year by experts from around the world and builds on four years of professional experience that candidates are required to have. Passing the exams is a difficult feat that requires hundreds of hours of extensive study. Only one in five people who begin the program ultimately earn the right to use the designation.

The curriculum includes fundamentals like modern economics, investment strategies, and financial reporting for ethical standards. Candidates must also master advanced topics such as equity analysis, derivatives, alternative investments, and portfolio management.

This rigorous training enables a CFA charterholder to assess a client's needs and circumstances and manage a globally diverse portfolio in a rapidly changing and complex industry.

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