Does your
wealth manager
measure up?

CFA® CHARTERHOLDERS are the premier choice for wealth management.

ADVANCED INVESTMENT EXPERTISE

CFA CHARTERHOLDERS find actionable solutions to complex problems, unlocking investment opportunities that other advisers might not see

Learn More ›
DEPTH OF FINANCIAL KNOWLEDGE

Honed by years of training, CFA CHARTERHOLDERS wield an extensive body of knowledge on investing and global financial markets

Helpful Resources ›
COMMITMENT TO CLIENTS

CFA CHARTERHOLDERS place clients’ interests above their own, dedicating themselves to achieving the best outcomes for investors

Questions to Ask a Wealth Manager ›

Does your wealth manager
have the expertise you need?

54%*

OF INVESTORS HAVE CHANGED THEIR WEALTH MANAGER TO BETTER FIT THEIR NEEDS

*Quantitative survey, Kantar 2018

High-net-worth individuals have complex wealth management needs — and they're not afraid to consider a new wealth manager when their needs are not being met. But 41% of these investors are concerned that they don't know the right questions to ask. Do you? Get guidance from CFA CHARTERHOLDERS on the right questions to consider when choosing a wealth manager.

DO YOU HAVE ALL THE (RIGHT) ANSWERS?

Your life and wealth ambitions are shaped by who you are and what you know. Take our fun and quick assessment, gauge your level of confidence, and learn how behavioral biases can shape your financial decisions.

THE RIGHT QUESTIONS TO ASK A PRIVATE WEALTH MANAGER

Commitment to Clients | Leah Bennett, CFA

What It Takes | Jennifer Garbowicz, CFA, CIPM

The CFA CHARTERHOLDER Difference | Steve Curley, CFA

The Current State of Private Wealth Management

> CFA Institute surveyed 900 investors with at least $1 million in investable assets to better understand their investment goals and how they partner with wealth managers to meet those goals.

> Hard work doesn’t end with the acquisition of significant wealth.