Bishop & Company
Investment Management, LLC
Suite A-201, 3939 West Ridge Road
Erie, Pennsylvania 16506
Why Select a CFA?
There are a number of reputable credentials that financial professionals may hold, but none is as rigorously focused on investment knowledge as the Chartered Financial Analyst (CFA) designation.  Understanding the significance of the CFA charter and what is required of those who hold it can be useful information when choosing an investment advisor.

The CFA charter has become the global professional investment credential.  It has been referred to as the gold standard of the industry. 

Knowledge and Experience.
To become a CFA Charterholder, a candidate must pass a series of three six-hour examinations, taken in sequence.   Core elements of the CFA curriculum include investment tools, asset valuation, and portfolio management.


Achieving passing scores on all three exams is no small feat.  The combined pass rate (aggregated over all three exam levels) for June and December exams since 1963 is 52 percent.

Before they earn the right to use the CFA designation, candidates must have three to four years of professional experience in the investment decision-making process. 

Additionally, they must fulfill the CFA Institute requirements and commit to uphold the stringent CFA Institute Code of Ethics and Standards of Professional Conduct.

Ethics.           
Every CFA charterholder, CFA Institute member, and CFA candidate is required to sign an annual statement declaring his/her adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

Recognition.    
Recognition of the CFA Program's globally relevant Candidate Body of Knowledge and the professional standards embodied in the program makes the CFA designation the mark of distinction for investment professionals worldwide. 

For more information regarding the CFA click on the following links:

Why Select a CFA Charterholder? 
 

CFA spells trust.

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