Additional Resources

Client Links


CFA and Financial Planner (CFP®) Links

Have you ever wondered what the CFA or CFP® credentials mean and what a CFP® professional or CFA charterholder stands for? The CFA charter stands for knowledge, ethics, and results. The Economist and the Financial Times recognize the CFA charter as the gold standard in the investment profession.

The CFA Society of Milwaukee put together this short video about key aspects of the CFA program: