Why We Attained the CFA® Designation
You deserve a team of financial advisors that are on the cutting edge of market complexities and are able to utilize their financial capabilities to help you create a wealth management strategy tailored to your needs. That's why Bob Beckmann and Jessica Marlow attained the Chartered Financial Analyst® (CFA®) designation.
The CFA® Program aims to provide experienced financial advisors a strong foundation of innovative investment analysis and real-world portfolio management skills.
Below are several more highlights regarding the CFA® designation:
Select Group of Financial Advisors
Only one in five candidates becomes a CFA® charterholder. It takes an average of 1,000-plus hours of studying and four years of professional experience to earn the CFA® designation.
Comprehensive Knowledge
CFA® charterholders are required to pass three levels of exams, which cover topics such as accounting, economics, ethics, money management, and security analysis.
Continuing Evolution of Investing
The CFA® program is designed to provide financial advisors with the investment tools and wealth planning skills necessary to look beyond today's headlines and remain proactive.