Affiliations
Chartered Financial Analyst®
The Chartered Financial Analyst® designation is recognized worldwide as a key financial and investment management credential. In order to earn the CFA, a candidate must complete three six-hour exams over a three-year period based on a rigorous graduate level curriculum, which encompasses financial accounting, portfolio management, economics, in-depth fixed income and equity analysis, and derivative securities. In addition, a candidate must have at least three years experience participating in the investment decision making process. Also, the CFA must agree to abide by the code of ethics and standards of professional conduct set forth by the CFA Institute.
The Society of Financial Service Professionals
The standard-bearer for excellence in professionalism, advanced continuing education, and ethical guidance for the nation's top financial advisors for nearly 80 years, The Society of Financial Service Professionals is a national network of credentialed professionals who work in diverse financial disciplines. FSP members assist the public in their efforts to achieve personal and business-related financial goals. In addition to holding a recognized financial service credential, members must commit to uphold the strict Code of Professional Responsibility, the Society's guide to ethical conduct and professional standards.
The Garrett Planning Network
The Garrett Planning Network Inc. is an international network of fee-only financial advisors and planners. Garrett members are independent advisors whose goal is to make competent and objective advice accessible through hourly as-needed financial planning. Membership in Garrett provides a network of expertise and support for independent practitioners and small planning firms.