John Teixeira Earns the Certified Investment Management Analyst® (CIMA®) Designation

pfg private wealth management

We are excited to announce that John Teixeira recently obtained the Certified Investment Management Analyst® (CIMA®) designation. The CIMA® designation is delivered by Investments and Wealth InstituteTM (Institute) and taught in conjunction with the Yale School of Management

Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. The CIMA® program is distinctive as one of only a few global certifications in financial services to meet international accreditation and quality standards (ANSI/ISO 17024) for personnel certification programs.

The CIMA® certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through one of three top-20 business schools in the United States: The University of Chicago Booth School of Business, The Wharton School at the University of Pennsylvania, or the Yale School of Management. CIMA® professionals must pass a qualification and certification exam covering a wide range of in-depth investment topics. Additionally, those who earn the certification must agree to meet ongoing continuing education requirements and adhere to the Institute’s Code of Professional Responsibility.

CIMA® advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management and portfolio construction topics. The CIMA® advisor learns sophisticated, technical investment concepts and how to apply them for individual and institutional clients.  Fewer than four out of 10 candidates who start the program successfully pass all requirements to earn the certification.

Please join us in congratulating John on this accomplishment!

Jeff Perry Earns the Certified Investment Management Analyst® (CIMA®) Designation

pfg private wealth management

We are excited to announce that Jeff Perry recently obtained the Certified Investment Management Analyst® (CIMA®) designation. The CIMA® designation is delivered by Investments and Wealth InstituteTM (Institute) and taught in conjunction with the Yale School of Management

Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. The CIMA® program is distinctive as one of only a few global certifications in financial services to meet international accreditation and quality standards (ANSI/ISO 17024) for personnel certification programs.

The CIMA® certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through one of three top-20 business schools in the United States: The University of Chicago Booth School of Business, The Wharton School at the University of Pennsylvania, or the Yale School of Management. CIMA® professionals must pass a qualification and certification exam covering a wide range of in-depth investment topics. Additionally, those who earn the certification must agree to meet ongoing continuing education requirements and adhere to the Institute’s Code of Professional Responsibility.

CIMA® advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management and portfolio construction topics. The CIMA® advisor learns sophisticated, technical investment concepts and how to apply them for individual and institutional clients.  Fewer than four out of 10 candidates who start the program successfully pass all requirements to earn the certification.

Please join us in congratulating Jeff on this accomplishment!

 

PFG Private Wealth Management, LLC is a registered investment adviser.

What Happened To My Old 401K?

It’s always been a mystery to me how at the end of the day you put two socks in the dirty clothes hamper and when they get washed and folded somehow you only get one back. How is this possible? Is there some evil force that comes in the middle of the night and steals socks? Or maybe they’re all hiding in some secret compartment in the dryer. I don’t know. All I know is there a lot of “unmarried” socks in my drawer and they’re desperately looking for their other half.

Read More