At Wealthnet, our people are held to a higher standard of care. Our advisors are trained and required to pursue professional designations in the field of investing and financial planning. Here is a description of key designations:
CFA stands for Chartered Financial Analyst . A charter is a professional credential bestowed by the CFA Institute on financial and investment professionals who have completed its program of study, passed all three levels of its examinations, and met other professional requirements. The CFA designation is designed to demonstrate a strong foundation in advanced investment analysis, portfolio management, and asset allocation, accompanied with a strict emphasis in ethical practice. Once an investment professional obtains the charter, this individual also makes an annual commitment to uphold and abide by a strict professional code of conduct and ethical standards. As the Financial Times notes, a CFA charterholder is the “gold standard” of Wall Street qualifications due to its rigor.
Chartered Market Technician (CMT) is a designation for technical analysts awarded by the CMT Association. Those who earn a CMT demonstrate mastery of investment risk in portfolio management, including quantitative approaches to market research and rules-based trading system design and testing. It is the highest certification within the industry and is well-known by other industry professionals around the world. Professionals who achieve the CMT designation have proven extensive knowledge of investment risk in portfolio management. Essentially, a CMT designation is the gold standard in the technical analysis field.
The Chartered Retirement Planning CounselorSM program, is a designation program for financial professionals. This program enables experienced advisors, who are focused on retirement planning for individuals, define a “road map to retirement.” This specialized training helps advisors guide clients through specialized tax and estate objectives and strategies. There is an additional focus on clients’ pre- and post-retirement needs, as well as issues related to financial and emotional aspects of asset management and estate planning unique to the retirement process.