Certifications

Chartered Financial Analyst

The Chartered Financial Analyst® (CFA) credential is the professional standard of choice for more than 31,000 investment firms worldwide. When hiring leading firms demand investment professionals with real-world analytical skills, technical competence, and the highest professional standards, often requiring the CFA credential for consideration.

The curriculum is organized into ten general topic areas that provide a framework for making investment decisions:
  • ETHICAL AND PROFESSIONAL STANDARDS
  • QUANTITATIVE METHODS
  • ECONOMICS
  • FINANCIAL REPORTING AND ANALYSIS
  • CORPORATE FINANCE
  • EQUITY INVESTMENTS
  • FIXED-INCOME INVESTMENTS
  • DERIVATIVES
  • ALTERNATIVE INVESTMENTS
  • PORTFOLIO MANAGEMENT AND WEALTH PLANNING

Chartered Retirement Planning Counselor

Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

Certified Investment Management Analyst

Certified Investment Management Analyst® (CIMA®) is an advanced professional certification for financial advisors and investment consultants. The certification program requires professionals to learn and apply the sophisticated technical investment knowledge necessary to meet real-world needs of individual and institutional investors. CIMA® certification stands out among other financial certifications for its effective emphasis on the combination of theory and practical application.

Certified Private Wealth Advisor

Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.