Ethics, Tenacity, Rigor, Analytics
The Chartered Financial Analyst (CFA) designation is a mark of distinction that is globally recognized by employers, investment professionals, and investors as the definitive standard by which to measure serious investment professionals.
A financial advisor who is a CFA charterholder has successfully combined years of industry experience with hours of rigorous examinations in order to achieve the designation. They diligently pursued a demanding path and make an annual commitment to uphold and abide by a professional code of conduct.
They have demonstrated comprehensive knowledge of finance and analytics, and, just as importantly, commitment to the highest standards of ethical and professional conduct, of which their employers and clients will be the true beneficiaries.
Their expertise and commitment enables them to address investors' investment, tax and estate planning requirements, while facilitating the emotional dynamics that are an integral part of the wealth management process.
To view Khaled's CFA Confirmation Letter: CLICK HERE.
For more information on the CFA Institute: CLICK HERE.