Registered Investment Advisor with Industry-Leading Credentials
You want to know the investment professional you work with has the experience and the education to get you where you want to be. The experts at SDW have the highest credentials in financial planning.
CFA® charterholders have passed three levels of exams in economics, accounting, security analysis, and money management. Before you can become a CFA® charterholder, you must have four years of investment/financial career experience, and hold a bachelor's degree. You must also follow the code of ethics and standards of professional conduct. For more information visit the Chartered Financial Analyst® web site at www.cfainstitute.org.
CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest. For more information visit the Certified Financial Planner web site at www.cfp.net.
CIMA designees have met initial and on-going experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application. Prerequisites for the CIMA certification are three years of financial services experience and an acceptable regulatory history. Candidates must pass an online Qualification Examination, successfully complete a one-week classroom education program, and pass an online Certificate Examination. They must also adhere to IMCA's Code of Professional Responsibility, and maintain continuing education. For more information visit www.icma.org.