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.