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.

Only one in five candidates succeed in obtaining their CFA charter.

Is your investment professional a CFA charter holder? Do they have a similar level of experience and education in investments and managing client portfolios?


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.”

Is your investment professional required by a code of ethics to act in your best interest? In other words, must they act as your fiduciary or face significant consequences for acting otherwise?

For more information on the requirements for the CFA designation and its standard of ethics, click here.

The CFA designation is considered the
Gold Standard in the investment industry.