Chartered Financial Analyst® Designation Recipient

Our team is proud to announce that our Portfolio Manager, Rohan Nakrani, has successfully earned the right to use the Chartered Financial Analyst® designation.

To earn the CFA charter, candidates must pass all three levels of the exam, which is considered one of the most rigorous in the global investment management profession; meet the work experience requirements; commit to uphold the CFA Institute Code of Ethics and Standards of Professional Conduct; and become a member of CFA Institute. Successful candidates take an average of four years to complete the CFA Program.

The CFA Program is tailored to professionals across the industry. The curriculum covers ethical and professional standards, securities analysis and valuation, international financial statement analysis, quantitative methods, economics, corporate finance, portfolio management, wealth management, and portfolio analysis.

Rohan is eager to further his career at FAN and use the expertise he has gained to help clients achieve their investment goals.

We are excited about this accomplishment and look forward to seeing what great things Rohan will accomplish in the future.

Visit our Team Page to learn more about Rohan and the rest of our team.