An Investment Advisor who is also a CFA Charterholder has successfully combined years of industry experience with over 18 hours of rigorous exams in order to achieve the designation. This expertise and commitment 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 become a highly-respected and recognized investment credential. In fact, we estimate that less than 5% of Investment Advisors and Financial Advisors in the GTA are CFA Charterholders.
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
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 our 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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