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Does Your Wealth Manager Measure Up?

CFA® Charterholders are the premier choice for wealth management.

Ask the Right Questions

By completing the CFA® Program, CFA charterholders have proven they measure up to the complexity of your financial life.


Why Choose Chartered Financial Analyst (CFA®)

No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards.

How to Marry Investment Strategy with Tax Planning

The two disciplines are often intertwined in the financial plans of high-net-worth families


Participate More Fully in your Financial Future

Check out our helpful articles on knowing your investor rights as well as avoiding common mistakes investor make.