02/22/2021
Tyler Beachler Earns CFA® Designation
Hoffman Estates, IL - Clearwater Capital Partners is pleased to announce that Tyler Beachler has earned the CFA® designation. He along with over 11,000 candidates around the world sat for the Level III exam in December with only 56% 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 which Tyler was able to do on his first attempt each time. 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 uphold the CFA Institute Code of Ethics and Standards of Professional Conduct. Currently, more than 167,000 professionals worldwide hold the CFA® charter.
John Sleeting, Senior Partner, said, “In the industry, the CFA® designation is one of the toughest to receive. It is a very significant accomplishment and reflects Tyler’s dedication and work ethic toward improving his professional craft. I speak for the entire team when I say that we are more than proud of Tyler’s achievement.”
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 comprehensive wealth management services to successful individuals and families through their Private Client Practice. The firm’s Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.