Our Credentials: CFA, CFP, CMT, APMA

Our Credentials: CFA, CFP, CMT, APMA2018-06-30T17:49:45-04:00

Chartered Financial Analyst (CFA)

Chartered Financial Analyst (CFA)

No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst (CFA) designation. Attaining the coveted CFA charter requires years of perseverance and disciplined effort. The CFA Program is a graduate-level program divided into three levels of exams. Passing these grueling exams is one step to becoming a CFA charterholder.

Certified Financial Planner (CFP)

Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. CFP® professionals have completed extensive training and experience requirements and uphold the highest ethical standards. They understand the complexity of capital markets, personal finance, and know how to formulate recommendations in your best interest. Bottom line, the CFP is the most recognized and respected designation in financial planning for good reasons. Certification requires years of proven professional experience, completing an approved education program and passing the challenging CFP Board examination.

Chartered Market Technician (CMT)

Chartered Market Technician

The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. The market technician’s philosophy is grounded in behavioral economics. Technical analysis provides the tools to successfully navigate the gap between intrinsic value and market price across all asset classes through a disciplined, systematic approach to market behavior and the law of supply and demand.The CMT designation reflects education, industry experience, peer review, and a commitment to abide by a strict Code of Ethics. A CMT has successfully passed three progressively difficult exams totaling ten hours of proctored test time.

Accredited Portfolio Management Advisor (APMA)

Accredited Portfolio Management Advisor (APMA)

Individuals who hold the APMA designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.


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