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 CFP® Certification

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.

The Chartered Financial Analyst (CFA®) Designation

Established in 1962, the CFA Program sets the global standard for investment knowledge, standards, and ethics. 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: