What is the CFA Charterholder designation?

Last Updated on 31, May 2025

Charter Recognition Ceremony - 8th December 2011.Wilfred Ling (right) receiving the CFA charter from Mr. Daniel Schaefer, President of CFA Singapore.

The Chartered Financial Analyst (CFA) designation is the most prestigious credential in the investment management profession, administered by the CFA Institute. It is globally recognized for setting the benchmark in ethical standards, financial expertise, and fiduciary responsibility.

To earn the CFA charter, candidates must:

• Hold a bachelor’s degree

• Complete three rigorous six-hour examinations over multiple years

• Accumulate at least four years of relevant work experience

• Adhere to a stringent Code of Ethics and Standards of Professional Conduct

The curriculum covers:

• Advanced portfolio management and asset allocation

• Financial reporting and analysis

• Economics, quantitative methods, equity and fixed income analysis

• Alternative investments and wealth planning

For high-net-worth clients, working with a CFA Charterholder like Wilfred Ling means partnering with a professional who brings institutional-grade investment competence, analytical precision, and a fiduciary standard rarely seen in retail financial advisory.

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