What do the letters “CFA®” mean after many of your portfolio managers’ names (and other designations)?

April 20, 2022

A person who earns the designation of “Chartered Financial Analyst®”, known as a “CFA charterholder”, has completed the CFA® Program administered by the CFA Institute.  Earning the CFA Charter is a highly selective process.  Fewer than one in five candidates become a CFA charterholder.  It takes an average of 1,000+ hours of rigorous study, along with four years of professional experience and successful completion of the CFA Program exam, to earn the distinction of being called a Chartered Financial Analyst.  CFA charterholders are required to annually attest to their compliance with the CFA Institute Code of Ethics and Standards of Professional Conduct.  The CFA credential is the professional standard of choice for more than 31,000 investment firms worldwide.

An additional designation among MONTAG portfolio management staff is the Certified Financial Planner, often designated “CFP®”.  CFP® designees are recognized as the standard of excellence for competent and ethical personal financial planning.

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