“The gold standard…The Chartered Financial Analyst (CFA) qualification is roughly equivalent to a specialized postgraduate finance degree, including a mixture of economics, ethics, law, and accountancy. It is much liked by employers in financial services. Whereas there are tens of thousands of finance degrees available around the world, ranging from the excellent to the worthless, there is only one CFA, managed and examined by an American association of financial professionals, the CFA Institute.” (As Quoted in The Economist, February 2005)

Requirements to achieve the right to use the CFA Charter include four years of experience working in the portfolio management/analysis arenas, as well as passing three tests (administered only once per year) that have pass rates of approximately 35-45% each.

Clint Edgington, founder of Beacon Hill Investment Advisory, has achieved this globally recognized standard of excellence in investment management. The CFA process is arduous and requires a significant level of competence in the industry.

Does my Financial Planner or financial planning firm have a CFA charterholder?

If your planner is not affixing the acronym after their name, they likely do not. The CFA designation is highly sought after. You can have peace of mind knowing your investment firm has a CFA Charterholder on staff.

Beacon Hill Investment Advisory. Clint Edgington, CFA, Founder & Partner

For further information on CFA charterholder requirements