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:

CFA and Financial Planner (CFP®) Links

CFA Society of Indianapolis
CFA Institute
Financial Planning Association
Financial Planning Association of Greater Indiana

The CFP® Board put together this short video about why people use a CERTIFIED FINANCIAL PLANNER™:

Educational Links

Jay Mooreland’s the Emotional Investor
Get Rich Slowly Blog


Charles Schwab Accounts