No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill and ethical standards as the Chartered Financial Analyst designation. With more than 100,000 CFA charterholders in over 135 countries and territories, and an increasing demand worldwide for the CFA Program, the charter has become theglobal professional investment credential.
What Guides a Charterholder?
■ ■ A strict code of ethics and professional standards.A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards.
■ ■ Global best practices and real-world experience. The CFA Program curriculum is based on an extensive and ongoing global practice analysis process, which ensures that the program stays current and relevant in relation to the ever-changing dynamics of global professional investment practice.
■ ■ Breadth of knowledge and expertise.A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.
Why should you trust a CFA Charterholder?
The globally recognized CFA designation symbolizes the knowledge, professionalism and integrity you should expect from a financial adviser. In addition to being globally recognized for mastering a rigorous curriculum, CFA charterholders are perhaps best known for being held to the highest ethical standards.
ETHICAL REQUIREMENTS
Every CFA charterholder must sign an annual statement agreeing to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct. The Code and Standards require them to:
■ ■ Place their clients’ interests ahead of their own
■ ■ Maintain independence and objectivity
■ ■ Act with integrity
■ ■ Maintain and improve their professional competence
Integrity is the cornerstone of the CFA Institute Code of Ethics and it requires the charterholder to act with competence, diligence and respect.
Only one in five people who begin the program ultimately learn the right to use the designation.
If you want to partner with an ethical investment professional who has the proven expertise and integrity to meet your investment goals, then your adviser should be a CFA charterholder.
