Why Choose a Charterholder?
No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst (CFA) designation. CFA charterholders recognize that trust is key to building a strong client-adviser relationship and are bound by the
highest ethical standards — the CFA Institute Code of Ethics and Standards of Professional Conduct.
Selecting a wealth adviser is not a decision to be taken lightly. Wealth is complex, all-encompassing and touches all facets of life—from family to career, hopes to fears, and goals to needs. In a complicated world, having a CFA charterholder on your side who is confident, ready for tomorrow, and completely committed to your interests is A Difference That Matters™. Learn more and find a CFA charterholder.