Raymond James: Our dedicated partner

Why Work With a CFA® Charterholder

Today’s financial markets demonstrate the importance of having reliable evidence of your financial adviser’s integrity, experience, and commitment. Among the credentials that financial professionals may hold, none are more highly regarded than or as rigorously focused on investment knowledge as the Chartered Financial Analyst® designation. Kristin Ribic and Phillip Nelson are CFA charterholders and embody the following core tenets:

Ethics: Ethics are a core component of the curriculum that leads to the CFA designation. Every CFA charterholder is required to annually sign a statement declaring adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

Knowledge and Experience: Every CFA charterholder has at least four years of industry experience and has passed 18 hours of rigorous examinations on subjects that include investment tools, asset valuation, portfolio management, and the application of ethical and professional standards.

Global Relevance: The CFA charter has become the global professional investment credential. There are CFA charterholders in more than 130 countries, with increasing demand worldwide for the CFA program. 

Recognition: Respect for the program’s professional standards has made the CFA designation the mark of distinction for investment professionals worldwide.