Peter Vondracek - Why it's smart to choose a CFA Charterholder

An Investment Advisor with a CFA Charterholder designation has combined many years of industry experience with over 18 hours of rigorous exams. This expertise enables them to address a family's investment, tax, and estate planning requirements, while facilitating the emotional dynamics that are an integral part of the wealth management process.

Value of the CFA Charter

Since it was first introduced in 1963, the Chartered Financial Analyst (CFA) designation has been internationally recognized and valid globally. More than 95,000 CFA Charterholders work in more than 135 countries around the world. Regulatory bodies in 19 countries recognize the CFA designation as a proxy for meeting certain key licensing requirements. It has become the global gold standard of investment credentials.

A Designation of Distinction

A Rigorous Course of Study

The CFA Program curriculum focuses on the practical knowledge and current skills needed to excel in this industry and is based on an extensive and ongoing global practice analysis process.

The Highest Professional Standards

The CFA Program curriculum focuses on the practical knowledge and skills needed to excel in this industry and is based on an extensive and ongoing global practice analysis process. To earn a CFA charter, a candidate must have four years of qualified investment work experience, pass three CFA Program exam levels, and adhere to the Code of Ethics and Standards of Professional Conduct.

The Global Gold Standard

More than 95,000 CFA Charterholders work in more than 135 countries around the world. Regulatory bodies in 19 countries recognize the CFA designation as a proxy for meeting certain licensing requirements.

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The content on this page is sourced from CFA Institute.