• Home

About Us

• A Message to You
• We are Different
• Financial Planning
• Portfolio Management
• Trust Management
• Annuity Rescue
• Our Tools

Ethical Considerations

• The Fee-Only Concept
• A Matter of Duty
• Is Your Advisor on Your Side?
• Impressive Credentials?
• Questions to Ask Your Advisor
• How to Select an Advisor
• Rate Another Advisor!

Prospective Clients

• You Have a Choice
• Frequently Asked Questions

About Glenn Wessel

• Education & Experience
• CFA Charter
• CPA License
• CFP Certification

Disclosures

• FORM ADV
• Privacy Policy
• Website Disclosure

Post-graduate in nature, the Chartered Financial Analyst professional studies program is widely regarded as the global standard for measuring competence in the fields of investment analysis and portfolio management. This program leads to the dominant credential for securities analysts and institutional portfolio managers.

This professional studies program addresses a series of disciplines that relates specifically to the investment process:

• Ethical & Professional Standards
• Quantitative Methods
• Economics
• Financial Statement Analysis
• Corporate Finance
• Analysis of Equity Investments
• Analysis of Debt Investments
• Analysis of Derivatives
• Analysis of Alternative Investments
• Portfolio Management

To see a detailed list of examination topics, click here.

To visit the CFA Institute’s website, click here.

[ Top ]