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Brian West Passes Level III CFA Exam

The team at West Financial Advisors is happy and proud to announce Brian West passed the Chartered Financial Analyst (CFA) III Exam. The CFA III Exam, administered by the CFA Institute, had a pass rate of only fifty-three percent this year. The CFA is widely considered as the most difficult test taken by financial professionals.

The Chartered Financial Analyst (CFA) charter is a professional designation established in 1962 and awarded by the CFA Institute. To earn the CFA charter candidates must pass three sequential, six-hour examinations over two to four years. The three levels of the CFA Program test a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition, CFA charterholders must have at least four years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

Brian West is currently licensed as a Certified Public Accountant and Investment Advisor Representative with the State of Iowa. He is co-owner of West Financial Advisors, LLC, a firm that specializes in personal financial planning and investment management for both individuals and employer-sponsored retirement plans.

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