CFP® & CFA Certifications

Both the Certified Financial Planner (CFP®) certification and the Chartered Financial Analyst (CFA) charter are globally respected, graduate-level professional credentials.

To earn either or both, a candidate must pass complete extensive training and pass a stringent examination and qualification process incorporating both professional knowledge and professional experience, and continue to meet rigorously enforced continuing education requirements. Both certifying bodies, the CFA Institute and the CFP Board, require all certified professionals to meet a high ongoing standard of competence and expertise, to remain current with new developments in the field, to act with integrity and objectivity, and to uphold the fiduciary standard by placing cleint’s interests ahead of their own at all times.

Click here to learn more about the CFP® certification.

Click here to learn more about the CFA charter.