The CFA designation is the highest distinction in the investment management profession and is considered the gold standard in the investment industry. Mutual funds, hedge funds pensions and endowments depend upon this designation to provide the highest level of due diligence and ethics for their clients.
Find out how this designation can make a difference to you as an investor, as well as the attainment of your financial goals and dreams.
In order to obtain the CFA (Chartered Financial Analyst) designation, a candidate must have completed the following: Acquired an undergraduate degree; Passed all three levels of the CFA exam in succession. (On average, a four year process with more than 1,000 hours of study.); Obtained four years of professional experience in a relevant field.
CFA members and candidates must adhere to the strictest code of ethics in the industry. Included in this code is the following section on loyalty, prudence and care: “(CFA’s) have a duty of loyalty to their clients and must act with reasonable care and exercise prudent judgment. Members and Candidates must act for the benefit of their clients and place their clients' interests before their employer's or their own interests. In relationships with clients, Members and Candidates must determine applicable fiduciary duty and must comply with such duty to persons and interests to whom it is owed.”
For more information on the requirements for the CFA designation and its standard of ethics, click here.