Our Credentials: CFA, CFP, CMT, APMA

Our Credentials: CFA, CFP, CMT, APMA 2017-08-10T08:19:24+00:00

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. Learn how a CFA can help you.

Certified Financial Planner (CFP)

Certified Financial Planner (CFP)The CFP is the most recognized and respected designation in financial planning. Certification requires years of professional experience, a rigorous education program and passing a grueling two-day examination. Learn how a CFP can help you.

Chartered Market Technician (CMT)

Chartered Market Technician (CMT)Analysts awarded the Chartered Market Technician (CMT) designation by the Market Technicians Association have achieved a high level of proficiency in the discipline. The CMT designation reflects education, industry experience, peer review, and a commitment to abide by a Code of Ethics. A CMT has successfully passed three progressively difficult exams totaling ten hours of proctored test time. Learn how a CMT can help you.

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.