Chartered Financial Analyst® (CFA®)
The Chartered Financial Analyst® (CFA®) designation is an international professional certification offered by the CFA Institute. Candidates must complete a series of three six-hour exams, possess a Bachelor’s Degree from an accredited institution (or have equivalent education or work experience) and have 4 years of qualified, professional work experience. Charterholders are also obligated to adhere to a strict Code of Ethics and Standards governing their professional conduct.
D3 Team Member with the CFA® Designation
- AWMA® - Accredited Wealth Management Advisor℠
- CEPA - Certified Exit Planning Advisor
- CFA® - Chartered Financial Analyst
- CFP® - Certified Financial Planner
- CIMA® - Certified Investment Management Analyst
- CPA - Certified Public Accountant
- CRPC® - Chartered Retirement Planning Counselor℠
- CSEP® - Certified Specialist in Estate Planning
- FPQP™ - Financial Paraplanner Qualified Professional
- MBA - Master of Business Administration
- MS - Master of Science
- PFS - Personal Financial Specialist