Understanding Finance
Studying world financial, capital, and asset markets. In fact, as a CFA charter holder, I volunteered my time helping CFA candidates earn their CFA charter for many years. It’s important to me because the CFA charter is one of the most respected designations in the world of finance, and most importantly, the CFA Institute makes educating the industry about ethics one of its primary missions.
The initials C.F.A. refer to Chartered Financial Analyst. To earn your charter, you must first complete an extremely rigorous graduate level program that focuses on ethics in the financial world, asset and investment valuation, asset allocation, forensic accounting, economics, and many other areas of investment analysis. It also covers the workings of world financial, capital, currency, debt, derivative, and asset markets to name a few.
This knowledge leads to insights about how world events and international markets may impact the local real estate market. While no market is highly predictable, my general knowledge of markets and various analytical skills help me offer many insights to clients just like you.