What is a Chartered Financial Analyst (CFA)?Submitted by Madison Planning Group on September 25th, 2019
What exactly is a Chartered Financial Analyst (CFA)?
According to the CFA Institute’s website; it is a credential that is held by over 150,000 professionals around the world. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills.
Does Madison Planning Group have a CFA?
YES. Andrew Federico; Chief Investment Officer, who has been an integral part of Madison Planning since arriving in 2005. Last year he earned his CFA after countless hours of studying and test taking.
Why Madison Planning values having a CFA?
They put their investment expertise at the epicenter of wealth management to unlock opportunities other advisers might not see.
-Hold themselves to an uncompromising standard of ethics
-Completed 1,000 hours on average of rigorous training
-Hold strong foundation of investment knowledge
-Possess the commitment, knowledge, and ability to measure up to the complexity of your financial life.
-Voluntarily undertake continuing professional development to stay ahead of industry trends.
Here at Madison Planning, we not only value educating consumers but also our staff.
In an ever changing economy/political world, our staff is constantly learning to make sure we best serve our clients.
Have a question? Feel free to give us a call. 800-222-2091