Chris Jaccard Earns Prestigious CFA Designation and Joins a Select Few
Chris Jaccard has earned the CFA designation and joins the ranks of advisors who maintain both the CFP® and CFA marks.
La Jolla, CA, October 03, 2009 --(PR.com)-- Chris Jaccard, a wealth manager at Financial Alternatives, Inc. in La Jolla, CA, has earned the prestigious CFA designation. By doing so, he has joined the ranks of a select few advisors who maintain both the CFP® and CFA marks.
He estimates he spent over 1,100 hours of study to pass the exams to attain the coveted CFA designation. Because of the rigor of the curriculum, only about one in five candidates who enter the program pass all three 6-hour examinations and successfully complete the requirements to earn the charter.
So why would Mr. Jaccard, who already obtained the CFP® mark over eight years ago, put himself through such a grueling process?
"In the last decade, the number and complexity of investment products offered to individuals has mushroomed, which makes choosing between them more difficult than ever," Jaccard said. "The CFA curriculum has helped me do a better job of understanding and utilizing the drivers of valuations, investing tools, management techniques, and the broader economy."
With a program that takes an exacting, analytical look at stocks, bonds, derivatives, and alternative investments, among other subjects, many who achieve the CFA designation go on to manage institutional money or work in corporate finance.
In contrast, the CFP® certification is more about comprehensive financial planning, helping individuals with various facets of their financial life, from personal income taxes and retirement to college and insurance planning.
The education behind the CFP® mark enables an advisor to take a big picture approach, while the CFA charter demands a much deeper understanding and application of investment tools and techniques.
Of the 59,000 CFP® certificants in the U.S., it’s estimated that only about 1,300 can also claim the CFA charter.
“A record number of individuals enrolled for the CFA exams this year,” Mr. Jaccard says. “This speaks to the unparalleled level of mistrust and uncertainty people have concerning our economy, government regulation, and the financial markets”.
About CFA Institute
CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. The mission of CFA Institute is to lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence.
www.cfainstitute.org
About CFP Board
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® certificants and other stakeholders.
www.cfp.net
About Financial Alternatives, Inc.
Financial Alternatives provides wealth management services to successful individuals and families - collaborating with CPAs, attorneys, and insurance brokers to create unique solutions. Services are offered on a fee-only, fiduciary basis; advisors always act in the client’s best interest.
www.financialalternatives.com
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He estimates he spent over 1,100 hours of study to pass the exams to attain the coveted CFA designation. Because of the rigor of the curriculum, only about one in five candidates who enter the program pass all three 6-hour examinations and successfully complete the requirements to earn the charter.
So why would Mr. Jaccard, who already obtained the CFP® mark over eight years ago, put himself through such a grueling process?
"In the last decade, the number and complexity of investment products offered to individuals has mushroomed, which makes choosing between them more difficult than ever," Jaccard said. "The CFA curriculum has helped me do a better job of understanding and utilizing the drivers of valuations, investing tools, management techniques, and the broader economy."
With a program that takes an exacting, analytical look at stocks, bonds, derivatives, and alternative investments, among other subjects, many who achieve the CFA designation go on to manage institutional money or work in corporate finance.
In contrast, the CFP® certification is more about comprehensive financial planning, helping individuals with various facets of their financial life, from personal income taxes and retirement to college and insurance planning.
The education behind the CFP® mark enables an advisor to take a big picture approach, while the CFA charter demands a much deeper understanding and application of investment tools and techniques.
Of the 59,000 CFP® certificants in the U.S., it’s estimated that only about 1,300 can also claim the CFA charter.
“A record number of individuals enrolled for the CFA exams this year,” Mr. Jaccard says. “This speaks to the unparalleled level of mistrust and uncertainty people have concerning our economy, government regulation, and the financial markets”.
About CFA Institute
CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. The mission of CFA Institute is to lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence.
www.cfainstitute.org
About CFP Board
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® certificants and other stakeholders.
www.cfp.net
About Financial Alternatives, Inc.
Financial Alternatives provides wealth management services to successful individuals and families - collaborating with CPAs, attorneys, and insurance brokers to create unique solutions. Services are offered on a fee-only, fiduciary basis; advisors always act in the client’s best interest.
www.financialalternatives.com
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Contact
Financial Alternatives, Inc.
Christopher Jaccard, CFA, CFP®
858-459-8289
www.financialalternatives.com
Christopher Jaccard, CFA, CFP®
858-459-8289
www.financialalternatives.com
Contact
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