Midwestern Financial Group I Fiduciary Advisors I Wealth Management


The Wait is Over, I'm a Chartered Financial Analyst®

For the past two years my weeknights and weekends have been spent either studying for the Chartered Financial Analyst® (CFA) exams or nervously awaiting exam results. Anxiety aside, I loved every minute of it. The challenge of taking exams, knowing most candidates would fail, was an experience I enjoyed. 

After passing all three CFA exams on my first attempts, I still had to wait to call myself a charterholder as I had not yet fulfilled the experience requirement. 

Today, that wait is over: as of April 1, 2015, I am officially a CFA charterholder. 

According to the CFA website, the Chartered Financial Analyst® (CFA) credential has become the most-respected and recognized investment designation in the world. The CFA Program curriculum covers concepts and skills used at all stages of a financial analyst's career, connecting academic theory with current industry practice and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills.

The focus of Midwestern Financial Group has always been to apply these strict professional standards and to provide the most comprehensive wealth management in the Corridor. 

But now we are proud to say that Midwestern Financial Group has the only investment advisor in the Corridor who holds the CFA charterholder distinction.

Give us a call and let Midwestern Financial put that combined focus and distinction to work for you. 

Midwestern Financial