CHOOSING A CFA CHARTERHOLDER CAN PROVE INVALUABLE IN HELPING YOU MEET YOUR SPECIFIC FINANCIAL GOALS.
WHAT GUIDES A CHARTERHOLDER?
A strict code of ethics and professional standards.
A charterholder not only has the technical knowledge to make
investment decisions but also adopts and is held to the highest ethical standards. Once an investment professional obtains the charter, this
individual also makes an annual commitment to uphold and abide by a strict professional code of conduct and ethical standards
Global best practices and real-world experience.
The CFA Program curriculum is based on an extensive and
ongoing global practice analysis process, which ensures that
the program stays current and relevant in relation to the ever changing
dynamics of global professional investment practice.
The practice analysis relies on discussions, surveys, and reviews
from thousands of active practitioners (including charterholders
and non-charterholders) and employers. CFA Institute member
volunteers and professional staff develop and update the curriculum
and construct the exam annually, which results in one of the most
comprehensive and difficult series of qualifying tests in the world
for any professional designation. In fact, regulatory bodies in 19
countries recognize the CFA designation as a proxy for meeting
certain licensing requirements within their jurisdictions.
Breadth of knowledge and expertise.
A comprehensive, global view and up-to-date practical skills give
these investment professionals the tools and deep understanding
necessary to effectively analyze the risks and rewards of a variety
of investment types, enabling them to address a client’s specific
investment needs. Whether they manage investments in New Delhi,
Hong Kong, London, or New York, charterholders have mastered the
Global Body of Investment Knowledge (GBIK). And because practicing
CFA charterholders from around the world are involved in the ongoing
evolution of the GBIK, this standardized, consistent, and globally
relevant knowledge base is focused squarely on practitioners.
CFA INSTITUTE MEMBER DIRECTORY
Find a charterholder near you.
If you want to partner with an ethical investment professional who has the proven expertise and integrity to meet your investment goals, then your advisor should be a CFA charterholder. Use our CFA Institute
Member Directory to instantly locate any CFA Institute member, CFA charterholder, or financial advisPr near you. Listing more than 100,000 investment professionals working in wealth management, equity
analysis, and portfolio management, the Member Directory gives you access to our global community of investment professionals so that you can
find the contact information for CFA Institute members and CFA charterholders
identify a financial advisor who adheres to our rigorous ethical standards, and
verify whether an individual is a CFA charterholder in good standing
Search the CFA Institute member directory.