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.
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