What do the letters “CFA” mean?

The letters CFA after a name denote that the individual holds the Chartered Financial Analyst designation. The CFA designation is granted only after the candidate has garnered the requisite work experience, has committed to following the CFA Institute ethical guidelines and has successfully completed a rigorous program of testing covering fields of micro- and macroeconomics, security valuation (equity, debt, derivative instruments), portfolio management, quantitative methods and ethics. Has SS&A, any affiliate, officer, or principal been involved in any claim or litigation or other legal/regulatory proceedings, investigations or disciplinary actions relating to your investment activities? Neither SS&A nor any of its employees have ever been involved in any professional impropriety whatsoever.

2015-01-21T11:46:27+00:00