ATON maintains a strong working relationship with the Chartered Financial Analyst® (CFA) Institute. Through its education, standard setting and advocacy programs, the Chartered Financial Analyst® Institute sets the international benchmark by which to measure the knowledge, integrity and professionalism of an investment adviser. The CFA® designation has become the most respected investment designation globally and is considered to be the definitive standard for measuring competence in the fields of portfolio management and investment analysis.
The financial advisor you choose will both have access to intimate, detailed information regarding your personal finances and be entrusted to manage your financial future. When deciding who to choose to be your aid to financial navigation, make sure they possess:
Strong Ethics
The integrity of your adviser is of the utmost importance. It is essential that you can be confident that your interests will always come first.
A Global Perspective
In an ever-changing global economy, your adviser needs to have the resources and expertise to identify investment opportunities, both domestically and abroad.
Knowledge and Experience
Managing your wealth is about much more than picking stocks or mutual funds; it requires an understanding of economics, corporate finance, asset valuation and portfolio construction and management.
Industry Recognition
While there are a number of reputable credentials in the financial industry, none are as rigorous or as widely respected as the CFA® designation.
The American College is the leading non-profit educator of professionals in the insurance and financial services industry. Since 1927, The American College has carried on the mission inherited from its founder, Dr. Solomon S. Huebner whose work in the world-renowned Wharton School of the University of Pennsylvania led to a dramatic change in the professional standing and credibility of the American financial industry.
What is a Chartered Financial Consultant® or ChFC®? A ChFC® is a designation that represents a comprehensive education that address all aspects of personal financial planning with focus on practical, real world applications. A ChFC® can help you plan for short and long term financial goals, give expert advice on investment, insurance, estate planning budgeting and more. Leverage on life insurance products as part as a successful financial plan, consult on income tax and estate planning issues for special needs families and deliver specialized financial plan for business owners.
The premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter® or CLU® is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
Learn More
