Why choose a charterholder?*

The complexity of today’s financial markets demonstrates just how important it is to carefully choose your financial adviser and have reliable evidence of his integrity, experience, and commitment.

No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst (CFA) designation.

A CFA charterholder is:

Credible: Adheres to a code of ethics that puts the client’s interest first and masters a comprehensive body of investment knowledge.

Committed: Demonstrates professional experience and has the perseverance to undergo a series of exams known for their high difficulty level.

Current: Possesses the latest and most relevant investment knowledge.

Connected: Is a member of a network of more than 100,000 investment professionals in over 130 countries.

CFA charterholders: trustworthy advisers

The globally-recognized CFA designation symbolizes the knowledge, professionalism, and integrity you should expect from a financial adviser.

Integrity should be a given.

In addition to being globally-recognized for mastering a rigorous curriculum, CFA charterholders are perhaps best known for being held to the highest integrity standards.

Ethical requirements

Every CFA charterholder and CFA candidate signs an annual statement agreeing to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct.

This Code requires members to:

  • Place their clients’ interests ahead of their own
  • Maintain independence and objectivity
  • Act with integrity
  • Continually maintain and improve their professional competence

Ethics are a fundamental part of the CFA training and assessment process. Each of the three CFA Program exam levels reinforces the focus on ethics by testing a candidate’s understanding of how to apply ethical principles and standards of conduct in current and complex professional practice.

Integrity is the cornerstone of the CFA Institute Code of Conduct and it requires the charterholder to act with competence, diligence, and respect.