CFA ® CHARTERHOLDERS are the premier choice for wealth management.
Learn why choosing a wealth manager with the CFA ® designation could help you unlock wealth management opportunities that other advisers might miss.
ADVANCED INVESTMENT
EXPERTISE
CFA ® CHARTERHOLDERS find actionable solutions to complex problems, unlocking investment opportunities that other advisers might not see.
DEPTH OF FINANCIAL
KNOWLEDGE
Honed by years of training, CFA ® CHARTERHOLDERS wield an extensive body of knowledge on investing and global financial markets.
COMMITMENT TO
CLIENTS
CFA ® CHARTERHOLDERS place clients’ interests above their own, dedicating themselves to achieving the best outcomes for investors.
Best Questions to Ask Your Wealth Manager
Forty-one percent of wealthy investors are concerned that they don’t know the right questions to ask their current or prospective wealth manager. Do you? Find out here.
Hear from Private Wealth Managers
Get guidance from CFA ® CHARTERHOLDERS on the right skills and expertise to look for to consider when choosing a wealth manager.
Do You Have All the (Right) Answers?
Take our fun and quick assessment, gauge your level of confidence, and learn how behavioral biases can shape your financial decisions.