Why Choose a Charterholder?
Today's financial markets demonstrate just how important it is to have reliable evidence of your wealth manager / financial adviser's integrity, experience, and commitment. No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst (CFA) designation.
One Goal. One Standard.
Financial advisers with CFA on their business cards are respected as the highest trained professionals in the industry. They have diligently pursued a demanding path and have mastered a huge body of investment knowledge by passing 18 hours of rigorous examinations. They also make an annual commitment to uphold and abide by a rigorous professional code of conduct that means making decisions that are fully transparent and understood by everyone concerned. This expertise and commitment enables them to address a family’s investment, tax, and estate planning requirements.
If your goal is to partner with a serious investment professional who has the proven expertise and integrity to meet your investment goals, then ask yourself if your wealth manager should be a CFA charterholder.
John DeMoss, CFA, CEO, DeMoss Capital, Chattanooga, Tennessee, USA
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