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Value to Investors 

Investors are well-served by seeking out investment advisors holding the CFA designation.  An investment advisor who has the CFA Charter has completed an extensive knowledge-based curriculum with practical experience in the industry.  But, perhaps even more importantly, the CFA Charter is synonymous with the highest ethical standards of behavior.  The financial crisis created an environment of mistrust and doubt around the investment profession.  The CFA designation brings along with it a symbol of trust.  Each year, CFA charterholders reaffirm in writing their adherence and commitment to the Code of Ethics and Standards of Professional Conduct.

Click here to view CFA Program Overview

Find A CFA Charterholder

Click here to access a database of CFA Charterholders in your area