We wanted to provide a quick ’shout out’ to our esteemed Portfolio Analyst, Mark Hoppe, for learning on late Monday that he was among the 39% of world-wide candidates that passed Level II of the Chartered Financial Analyst exam. We empathetically watched him study diligently for an obnoxious amount of hours during the first half of the year, and were excited to learn that he passed the second of three exams with flying colors. The Chartered Financial Analyst designation is, in own my words, “the gold standard of the investment world.” Here is an simple overview from the CFA Institute site:

The CFA Program is a graduate-level self-study program that combines a broad-based curriculum of investment principles with professional conduct requirements. It is designed to prepare you for a wide range of investment specialties that apply in every market all over the world.

Global Recognition

• Nearly 90,000 CFA charterholders work in over 130 countries
• Over 100 universities use parts of the curriculum in their courses
• Numerous regulators accept the CFA charter as a proxy for many licensing requirements
• Global media recognition of the CFA charter and CFA Institute events

If you are looking for an investment credential that will earn you instant credibility and respect anywhere in the world, look no further than the CFA charter.

Awareness of the CFA charter has grown considerably since it was first offered in 1963 as a means for investment professionals to prove their expertise and demonstrate their commitment to integrity.

Today, with nearly 90,000 CFA charterholders working in over 130 countries around the world, the CFA charter is widely recognized by investors, investment practitioners, employers, regulators, and the media as the highest educational standard in the investment community.

Congratulations, Mark, you definitely deserve and earned it!

- The BeManaged Team

Tags: 401k advice, 401k fiduciary, 401k investor help, BeManaged, Mark Hoppe

This entry was posted on Thursday, July 29th, 2010 at 1:58 pm by Chad Griffeth, AIF and is filed under 401k help, BeManaged. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.