Chartered Financial Analyst

It is important for a client to distinguish between the licenses and designations that can be attained by individuals practicing in the financial services industry to determine which services its holders are qualified to provide. A Chartered Financial Analyst (CFA) candidate must pass a rigorous three part examination series covering a body of knowledge that encompasses many subjects including ethics, economics, statistics, equity analysis, fixed income analysis, financial statement analysis, portfolio management and derivative evaluation. The materials covered in the process require hundreds of hours of preparation for each examination. CFA charter holders are bound to a stringent code of ethics and standards of practice, which clearly place duty to client first. The principals of Cornerstone view the CFA charter as the equivalent to a CPA for accountants, a JD for attorneys, and an MD for medical practice.