Investment Advice, Management and Recommendations for Individuals, Families and Institutions

The Benefits of working with a Chartered Financial Analyst (CFA)

Through its education, standard setting, and advocacy programs, CFA Institute sets the benchmark by which to measure the knowledge, integrity, and professionalism of an investment advisor. When you work with a CFA Institute charterholder, you benefit from:

1) Proven Expertise

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

2) Strong Global Investment Knowledge

Recognition of the CFA Program’s globally relevant Candidate Body of Knowledge makes the CFA designation the mark of distinction for investment professionals worldwide.

3) Institutional-level Investment Credentials

CFA charterholders are highly prized by institutional money managers as investment analysts and strategists, pension fund managers, and mutual fund portfolio managers. Those who choose to manage private client portfolios bring those same institutional skills to individuals and families.