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Why Hire A CFA Charterholder

Gold Standard

The Economist
magazine has called the CFA credential the “gold standard” of the investment industry. Respect for the program’s professional standards has made the CFA designation the mark of distinction for investment professionals worldwide.


Investors seeking investment advice are inundated by advisors with fancy-sounding, supposedly professional acronyms behind their names.  The worst and riskiest of those acronyms require very little, if any, professional knowledge or
experience to obtain.  In some cases, all one has to do is pay a fee in order to place otherwise worthless letters behind his or her name.  Still other acronyms require legitimate courses of study and/or experience, but suffer from being too broadly focused on too many topics or are part of an industry which has many unnecessary, complex products to sell to unsuspecting investors.

Only one professional certification is recognized as the absolute global gold-standard for investment management professionals.  Regardless of whom you eventually hire for your investment management needs, be sure your advisor holds the Chartered Financial Analyst designation ("CFA")

For decades, the CFA designation has been the most sought-after professional designation by multi-national and high-end institutional investment firms.  Eads & Heald Investment Counsel was one of the pioneers in the investment industry in the 1980's by offering to serve individual investors with portfolio managers who hold the CFA designation, a benefit which, up until that time, had been almost exclusive to larger, institutional clients.

Visit the CFA Institute's web site to read why you should hire a CFA charterholder.

The CFA program focuses on several key areas which are important to investors.

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.

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.

The Code and Standards requires us to:
  • Place our clients' interests ahead of our own
  • Maintain independence and objectivity
  • Act with integrity
  • Maintain and improve our professional competence

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.