CFA Advantage
  Contents August 2005  
  Charterholder Profile  
  Employer Profile  
  Candidate Forum  
  CFA Advantage Interview  
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

page top

 

     
   

Points of View

Why Clients Can Depend on CFA Charterholders


   
   
Benjamin Ruegsegger, CFA

“[The CFA designation] represents a drive for excellence and a high standard for behavior. [Clients] can trust that I will have their best interests at heart.”

Benjamin Ruegsegger, CFA
Research Associate
Alliance Capital
New York, New York, USA

     
   
   

“My clients are aware of the CFA benefits and standards of ethics. They emphasize the quality of advice and know that it is based on a sound basis. Their trust is more easily won, when the dialog is established on common ground.”

Sophie Landry, CFA
Executive Director
Structured Solutions Group
Lehman Brothers
London, United Kingdom

  Sophie Landry, CFA
     
   
   
Markus Flade, CFA

“My clients can rely on the knowledge and know about the ethics the CFA designation brings with it – this is especially important during a time when a lot of investors have lost confidence in the investment industry.”

Markus Flade, CFA
Equity Sales
Sachsen LB
Leipzig, Sachsen, Germany

     
   
   

“They know my advice is based on sound, well-grounded, and extensive theoretical knowledge. They know they can trust my advice.”

Grant Sansom-Sherwill, CFA
Assistant General Manager,
Investment Division
WorkCover NSW
Sydney, Australia

  Grant Sansom-Sherwill, CFA
     
   
   
Joe De Giorgio, CFA

“[The CFA designation] shows clients that I am committed to providing objective information and that in the process, I will ensure that all aspects pertaining to their financial and personal circumstances will be considered in developing an investment strategy.”

Joe De Giorgio, CFA
Associate Investment Counsellor
T.E. Investment Counsel Inc.
Montreal, Quebec, Canada