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Holding both chartered financial analyst (CFA) and certified financial planner (CFP®) designations, she brings over a decade of experience to her role. Lei specializes in addressing the needs of ...

For example, 87% of CFP® professionals believe in the value ... in accounting or finance has probably come across both the CFA and CPA programs. These are two of the most popular professional ...

Ms. Eroshin is a Chartered Financial Analyst® (CFA®) charterholder, licensed Certified Public Accountant (CPA), and CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, and taught as an adjunct ...