Could you benefit from ad hoc CFA® Charterholders for objective assistance with Portfolio Analysis?
Axiom provides unbiased CFA® reviews and advice to help fine-tune your client portfolios
Axiom has their own financial analysts on staff, all of which have obtained the rigorous Chartered Financial Analyst® designation.Axiom’s financial analysts are available to help you navigate your clients' expectations and to assist you in evaluating, developing and optimizing their portfolio design to ensure it meets their goals. Our CFA® Charterholders are happy to provide the following services:
Deep Dive on portfolio strategist models
- One-on-one deep dive analysis of any strategist’s model(s)
- Custom allocations can be designed with your input to provide the optimum portfolio structure for your client
- Analyze a client’s existing portfolio at no cost
- Evaluate both proposed and existing Axiom allocations at no cost
What is the value in seeking the advice of a CFA® Charterholder?
The CFA® Charterholder designation was created by the
Chartered Financial Advisor Institute to distinguish
financial professionals and to provide assurance to
clients that they are receiving professional financial
advice from someone with a certain level of
knowledge and experience who adheres to strict
ethical standards of business practice.
Requirements to become a Charterholder
Demonstrated knowledge — pass three exams covering economics, ethics, equities, fixed income, options and accounting. In most cases, CFA® Institute testing is more rigorous than for most MBA programs
Experience — financial advisors must have a minimum 4 years real-life, hands-on experience in the financial services industry
Adherence to a set of strict ethical principles — CFA® Charterholders are committed to a Code of Ethics and Standards of Professional Conduct. Institute standards are more strict than legal requirements.
Requirements to become a Charterholder
Demonstrated knowledge — pass three exams covering economics, ethics, equities, fixed income, options and accounting. In most cases, CFA® Institute testing is more rigorous than for most MBA programs
Experience — financial advisors must have a minimum 4 years real-life, hands-on experience in the financial services industry
Adherence to a set of strict ethical principles — CFA® Charterholders are committed to a Code of Ethics and Standards of Professional Conduct. Institute standards are more strict than legal requirements.
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