04/21/2023
Rocky A. Byrd passes the CFA® Level II Exam
HOFFMAN ESTATES - Clearwater Capital Partners is pleased to announce that Rocky A. Byrd Jr. has passed the CFA® Level II exam. Candidates are tested on the application and analysis of investment valuation concepts and standards which is more computationally intensive and complex than Level I.
Rocky has now completed two of three levels required to earn the To earn the CFA® designation, candidates must pass all three exam levels which Rocky is on his way to doing with the completion of the Level 1 exam. Currently, more than 167,000 professionals worldwide hold the CFA® charter.
Tyler Beachler, Partner, and Deputy Investment Strategist said, "Within the financial landscape, the CFA® designation stands as a formidable achievement. Rocky's dedication and hard work in earning Level II reflect his determination to elevate his professional expertise. At CCP, we are thrilled by Rocky's passion and drive to attain the CFA® designation. As he sets his sights on Level III, the final exam, we wholeheartedly support him in his pursuit of excellence, cheering him on every step of the way."
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 and Multi Family Office. The firm’s Corporate Programs Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.