CLS Investments, LLC (“CLS”), a third party money manager and a leading manager of exchange-traded funds (“ETFs”), is proud to announce that two more of its portfolio managers have earned the prestigious Chartered Financial Analyst® (CFA®) designation, the most respected and recognized investment credential in the world. The newest recipients include Josh Jenkins, CFA, Portfolio Manager and Joe Smith, CFA, Senior Market Strategist.
The charter is recognized globally by employers, investment professionals, and investors as a definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals.
“The CFA charter remains the gold standard credential for our industry, and I’m thrilled that two more of our portfolio managers have become charter holders,” said Rusty Vanneman, CFA, Chief Investment Officer of CLS Investments. “At CLS, we pride ourselves on continuing education for our team members. Earning the CFA charter demonstrates that they have the necessary work ethic, perseverance, knowledge, skills, and experience needed for investment analysis and management in today’s global markets.”
Recipients of the CFA charter have successfully completed the CFA Program, a graduate-level, self-study curriculum and a series of three intensive examinations taken sequentially, which, in total, takes most candidates between two and five years. Candidate surveys report that preparation for the three exams typically requires at least 900 combined hours of study.