Our Team

The Chartered Financial Analyst (CFA) credential is held by over 150,000 professionals around the world. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills.

A CPA is a certified public accountant who is licensed by a state board of accountancy. To earn the prestige associated with the CPA license, the requirements include demonstrating knowledge and competence by meeting high educational standards, passing the CPA exam, and completing a specific amount of general accounting experience.