Summary:

Must first obtain a CFA, then be employed be a member of the Investment Counsel Association of America (ICAA) and have five years of related work experience. Designation implies that advisor has significant experience with investment counseling and portfolio management, and that the advisor is held to a higher set of ethical standards.

Issuing Organization:

Investment Counsel Association of America, Inc. (ICAA)

Website:

www.icaa.org

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