Announcing our new CFA Charterholder

Aug 25, 2016


We are pleased to announce to our current and prospective clients that Greg Tomkins officially earned the prestigious Chartered Financial Analyst® (CFA®) designation on August 9, 2016. The CFA charter, the most respected and recognized investment credential in the world, represents a tradition of upholding the highest standards of education and integrity in the investment profession. The charter is recognized globally by employers, investment professionals, and investors as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals. The CFA Institute is the largest global association of investment professionals. There are currently more than 120,000 CFA Charterholders working in 135 countries.  The media has referred to the CFA program as a “gruelling professional exam” (Financial Times, May 2006) and “the gold standard” (The Economist, February 2005).

In order to earn the CFA Charter, a candidate must pass three six hour exams each offered only once per year. The exams are notorious for their low pass rates with the most recent pass rates sitting at 43% for Level 1, 46% for Level 2, and 54% for Level 3 as of August 2016. If a candidate successfully passes an exam they must wait a year to write the next levels exam. If a candidate fails an exam they must wait a year to try again. Although no hard data is available most institutions estimate less than 20% of candidates successfully earn the CFA Charter.

Earning the CFA Charter as a financial advisor allows Greg to provide more in depth knowledge and understanding to his client’s situations. As a testament to its difficulty, earning the CFA Charter allows individuals to qualify for Portfolio Manager licensing in Canada, reflecting the level of knowledge Charterholders have. This level of knowledge will allow Greg to provide more sophisticated wealth planning to his clients.

Earning the CFA Charter reflects Greg’s drive and determination to become the best investment professional he can be for his clients.