Chartered Financial Analyst (CFA)

WiserAdvisor is the oldest and the largest independent network of financial advisors.

Summary:

CFA is a designation awarded by the CFA Institute to experienced financial analysts who have passed exams in economics, financial accounting, portfolio management, security analysis and standards of conduct. Prerequisites include having a four year degree and three years investment experience, or four years qualified work experience. This designation which is held mostly by institutional money managers and stock analysts carries quite a bit of prestige. Average completion time for the course is four years.


Issuing Organization:

CFA Institute


Website:

www.cfainstitute.org

I want to take charge
Match Me with 2 to 3 Advisors
based on my specific needs


What advisory services do you need?
What is the size of your investment portfolio?
City: State:
 
First Name:   Last Name:
 
Email   Phone No:
 
Additional Information (optional)
Results from people who have used the "Match Me" form above

Profile

Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.

Top Cities Searches For Chartered Financial Analyst (CFA)