Who
We Are
Professional
Designations
CFA
- Chartered Financial Analyst
http://cfainstitute.org
The CFA credential
is recognized
as a global symbol
of integrity
and excellence
throughout the
investment industry.
While difficult
to obtain – only
5,000 to 6,000
CFA candidates
each year successfully
complete the
program’s requirements
to earn the right
to use the prestigious
CFA designation
– there are currently
more than 68,000
CFA charterholders
in 120 countries.
The CFA Charter
is awarded to
investment professionals
who demonstrate
professional,
educational and
ethical excellence.
Core elements
of the CFA curriculum
include investment
tools (e.g. economics,
financial statement
analysis, quantitative
analysis), asset
valuation, ethical
and professional
standards and
portfolio management.
The exam has
a pass rate of
only about 50
percent at each
level, on average
– meaning that
only about one
out of five candidates
who enter the
program ultimately
complete it successfully
and earn the
CFA charter.
Each exam requires
a recommended
250 hours of
intensive self
study and preparation.
CFP®
- Certified Financial
Planner
http://cfp.net
CFP® certificant,
Certified Financial
Planner™ are
certification
marks owned by
Certified Financial
Planner Board
of Standards
Inc. (CFP Board),
which can help
you identify
financial planners
who are committed
to competent
and ethical behavior
when providing
financial planning.
Individuals certified
by the CFP Board
have taken the
extra step to
demonstrate their
professionalism
by voluntarily
submitting to
the rigorous
CFP® certification
process that
includes demanding
education, examination,
experience and
ethical requirements.
These standards
are called “the
four Es,” and
they are four
important reasons
why the financial
planning practitioner
you select should
display the CFP
certification
marks.
Education - A
CFP® certificant
must obtain 30
hours of continuing
education every
two years in
the body of knowledge
pertaining to
financial planning
areas such as
estate planning,
retirement planning,
investment management,
tax planning,
employee benefits
and insurance.
ChFC
– Chartered Financial
Consultant
http://www.theamericancollege.edu/advance/chfc
Since 1982,
the Chartered Financial Consultant
has remained the most extensive
education available for professionals
seeking a designation in
financial planning. More
than 41,000 individuals have
attained this distinction,
enabling them to effectively
apply a comprehensive financial
planning process to their
clients’ needs. The ChFC
program includes all of the
courses in our CFP® Certification
Curriculum, and builds on
that knowledge with advanced
coverage of estate, retirement,
and financial planning applications.
|
