08/05/2024
Rocky Byrd, Jr. Earns CFA® Designation
Hoffman Estates, IL – Clearwater Capital Partners is pleased to announce that Rocky Byrd, CIMA®, CFA®, has earned the CFA® designation. He, along with candidates around the world, sat for the Level III exam in February 2024, with only 49% of the candidates passing the third and final exam in the CFA Program®.
To earn the CFA® designation, candidates must pass all three exam levels. Rocky began his CFA® journey with Level I in May 2021, where he was among the 25% of candidates who passed. He continued his pursuit of excellence, passing Level II in May 2023 with a 52% pass rate. The Level III curriculum builds on the investment valuation and economic concepts from Level I and the computational proficiency of Level II, combining them into a practical exploration of wealth planning and portfolio management. It also includes advanced topics such as behavioral finance and risk management.
In addition to passing all three exams, candidates for the CFA® designation must meet work experience requirements, become a member of CFA Institute, and commit to upholding the CFA Institute Code of Ethics and Standards of Professional Conduct. Currently, more than 180,000 professionals worldwide hold the CFA® charter.
Tyler J. Beachler, CFA®, Partner - Deputy Chief Investment Strategist, said, “Rocky’s achievement in earning the CFA® charter is a testament to his relentless dedication and exceptional analytical skills. This designation is not just a mark of his professional excellence but also his commitment to upholding the highest standards in our industry. We are incredibly proud of Rocky’s hard work and the expertise he brings to our team, enhancing our ability to serve our clients with the highest level of proficiency and integrity.”
Rocky’s achievement not only highlights his proficiency in these areas but also his commitment to upholding the integrity and ethical standards that the CFA Institute represents. This significant milestone reflects his hard work, dedication, and pursuit of excellence.
Click here to read the full biography of Rocky Byrd.
About the CFA® Designation
The Chartered Financial Analyst® (CFA®) credential is one of the most respected and recognized investment designations in the world. “Pursuing the CFA credential is a very rigorous process, with less than one in five candidates successfully completing it to earn the charter,” said Paul Smith, CFA, Former President and CEO, CFA Institute.
The CFA® Program includes the foundational knowledge that firms expect as well as the critical advanced investment analysis and portfolio management skills that are needed in investment management today. The curriculum is updated regularly, to reflect modern financial practices. The three-level program covers topics including Ethical and Professional Standards, Quantitative Methods, Economics, Financial Reporting and Analysis, Corporate Finance, Equity Investments, Fixed Income, Derivatives, Alternative Investments, and Portfolio Management and Wealth Planning.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides Multi Family Office and comprehensive wealth management services to successful individuals and families through their Private Wealth Management practice. The firm’s Institutional Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans. https://www.ccpwealth.com/