Why Hire a CFA® Charterholder

Your wealth manager should be entirely focused on creating an investment strategy that is aligned with your needs and goals.  CFA^® Charterholders are uniquely prepared for this responsibility.  On average, CFA^® candidates will complete an average of almost 1,000 hours of study with fewer than one in five candidates successfully completing all three levels of the CFA^® Program. CFA^® Charterholders seek to provide comprehensive advice and are differentiated by their rigor and expertise, providing holistic wealth management, and operating at the highest ethical standards.

Source: https://cfainstitute.org/-/media/documents/support/investors/why-hire-cfa-charterholder.ashx

For more information on the CFA^® Charterholder program or best questions to ask your wealth manager: https://www.the-right-question.org/en/

Kevin Taube is a CFA^® Charterholder.  CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.