Why Choose a Charterholder? A charterholder can help you meet your specific financial goals

 

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 designation. With more than 100,000 CFA charterholders in over 135 countries and territories and an increasing demand worldwide for the CFA Program, the charter has become the global professional investment credential.

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.
  • 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 everchanging dynamics of global professional investment practice.
  • 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.
Find a CFA Charterholder Adviser

If you want to partner with an ethical investment professional who has the proven expertise and integrity to meet your investment goals, then your adviser should be a CFA charterholder.

Listing more than 100,000 investment professionals working in wealth management, equity analysis, and portfolio management, access our global community of investment professionals to find an adviser.


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