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Chapman Capital Advisors | Client Portal

Why You Deserve a CFA® Charterholder

Your money is as unique as you are. The expertise of a Chartered Financial Analyst® (CFA) provides you with the depth and breadth of knowledge that you and your portfolio need, and can design an investment strategy that will boost your returns and reduce your risk.

The CFA designation is widely considered the “gold standard” for professional designations within the investment industry. Earning the designation demonstrates commitment to the profession and to you, the client. The credential demonstrates superior competency in 10 knowledge domains including financial accounting, ethics, statistics, corporate finance, equity investments, fixed income, advanced portfolio management, and wealth planning.

A CFA charterholder offers the strongest foundation in advanced investment, analysis, and real-world portfolio management skills. This means a qualified professional who can oversee your finances, anticipate what is needed, and create a strategy for investment that helps you achieve your financial goals. Why hire CFA charterholder? Because they offer the best combination of services, knowledge, and experience for the job. These skills enable you to make the most informed decision about your financial future.

  • Expertise. It takes an average of over 1,000 hours of study, along with four years of professional experience, to earn the distinction of being called a Chartered Financial Analyst. Despite all the studying, fewer than 1 in 5 candidates becomes a CFA charterholder.
  • Comprehensive Wealth Management. CFA charterholders are trained to do more than value securities or recommend investment products. They have masterful asset allocation knowledge, expert-level portfolio management skills, and the ability to work effectively with tax professionals. All are necessary to design and implement an investment strategy specific to your objectives and risk tolerances.
  • Highest Ethical Standards. Trust is the foundation of a strong relationship. Charterholders are bound by The CFA Institute Code of Ethics and Standards of Professional Conduct, the highest ethical standards. Your interests come first with a charterholder.

From planning for your next vacation to helping you secure retirement, a CFA charterholder has the skills, experience, and knowledge to help you realize your financial dreams.

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