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News/January 1, 2016

Evans Earns CFA Charter

Strategic Senior Advisor now a Chartered Financial Analyst® (CFA®) charterholder.

Strategic Senior Advisor completes the CFA Program and earns charter

(Utica, NY), (December 1, 2015) – AARON EVANS a SENIOR ADVISOR at STRATEGIC FINANCIAL SERVICES, INC) in UTICA, NY has earned the prestigious Chartered Financial Analyst® (CFA®) designation.

The CFA charter, the most respected and recognized investment credential in the world, represents a tradition of upholding the highest standards of education and integrity in the investment profession. The charter is recognized globally by employers, investment professionals, and investors as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals.

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.

The CFA Program, which is administered by CFA Institute, the global not-for-profit association of investment professionals, sets a standard that is acknowledged around the world for measuring the competence and integrity of financial analysts, portfolio managers, and investment advisers. Currently, more than 100,000 investment professionals in 135 countries and territories hold the CFA charter.

“I am very excited to receive this designation,” Evans said. “At Strategic, we are focused on continuous improvement, making sure that we are always at the top of our game when it comes to partnering with clients in pursuit of their goals.”

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