McKinnon Wright Wealth Management



500 W. Cypress Creek Road, Suite 680
Ft. Lauderdale, FL 33309






What Is The CFA Charter?

Since it was first introduced in 1963, the Chartered Financial Analyst® designation, or CFA charter, has become the most respected and recognized investment credential in the world. The CFA charter represents a tradition of upholding standards of education and integrity in the investment profession. The charter is recognized by employers, investment professionals, and investors as competence, integrity, and dedication of serious investment professionals.

Recipients of the CFA charter have successfully completed the CFA Program, a graduate-level, self- study curriculum and a series of three intensive examinations taken sequentially, which, in total, takes most candidates between two and five years. Candidate surveys report that preparation for the three exams typically requires at least 900 combined hours of study.

The CFA Program, which is administered by CFA Institute, the global non-profit association of investment professionals, sets a standard that is acknowledged for measuring the competence and integrity of financial analysts, portfolio managers, and investment advisers.


Why Do Clients Value CFA Charterholders?

Earning the CFA charter demonstrates your fluency with the skills you need to make sound investment decisions, as well as your understanding of professional and ethical responsibilities. Earning the CFA charter demonstrates mastery of the skills most needed for investment analysis and decision making in today’s fast-evolving global financial industry. That’s why clients around the world are increasingly seeking out CFA charterholders.


CFA Certification

To earn the CFA charter you must have four years of qualifying investment work experience; you must become a member of CFA Institute (the global association of investment professionals that administers the CFA charter), pledging to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct on an annual basis; you must apply for membership to a local CFA member society; and you must complete the CFA Program.


Excerpt from the CFA Institute website (

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals