Chartered Financial Analyst (CFA)

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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

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Roy is in his early 70s, married, university professor and author in NY. He enjoys reading/ researching history, PLUS deep-sea fishing!.

Portfolio Size:

$960K

We needed help in getting a trust and other investment strategies setup correctly...
...WiserAdvisor service was a tremendous relief in finding an advisor. I wanted someone with TRUST, experience and someone with patience.

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