What a CFA charterholder actually is.

What is a CFA charterholder? CFA stands for Chartered Financial Analyst, widely considered the gold standard in finance. It takes three exams over several years that fewer than half of candidates pass at each level, plus an ethics code and years of experience. This is what the charter demands, what its curriculum covers, including a private-wealth planning track, where most charterholders actually work, and the one thing the letters cannot tell you about the person in front of you. Full transcript and show notes: https://consideratecapital.com/podcast/what-is-a-cfa-charterholder This content is for educational purposes only and is not investment, tax, or legal advice. Considerate Capital is a registered investment adviser in Illinois. Past performance does not guarantee future results. All strategies involve risk, including the potential loss of principal. Please consult your own tax, legal, and financial advisors regarding your specific situation.