Credentials

Why choose a Chartered Financial Analyst (CFA)

There are a number of reputable and applicable credentials that financial professionals may hold, but none is as rigorously focused on investment knowledge as the CFA, offered by the  CFA Institute. A distinguishing characteristic of the certification of a CFA is its uncompromising emphasis on analysis and the application of financial knowledge across core areas of the investment process. A relevant and evolving curriculum, rigorous examinations, and a stringent code of ethics and standards of professional conduct are the hallmarks of a CFA program.

Why choose a Certified Divorce Financial Analyst (CDFA)

The designation of Certified Divorce Financial Analysts™ is awarded by The Institute for Certified Divorce Financial Analysts (IDFA) to individuals who successfully complete the training and test requirements set by IDFA. IDFA is the pre-eminent national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena. Certified Divorce Financial Analysts™ are trained to answer financially related questions for divorcing individuals in the process of divorce and to provide litigation support for their attorneys, which helps them prove and often settle their cases.

Why choose a Certified Investment Management Analyst (CIMA)

When you select a financial professional with the elite CIMA designation, you are assured that this individual has a minimum of three years in the field of investment management consulting, has successfully completed a rigorous two-step, graduate-level program of study, offered exclusively by the Wharton School, University of Pennsylvania, and has passed an extensive background check. CIMA designees must also prove their expertise through continual recertification requiring them to complete at least 40 hours of continuing education every two years.