We are trained to deliver accurate needs analysis and constructive advice to our clients. Our consultants are industry-certified and have participated in many intensive training programs. We also attend regular refresher courses to ensure that we are kept up to date with the latest trends in the world of personal finance.
"When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical."
Links Wealth Management provides that sense of security by quality consultants. Our team consists of Chartered Financial Analyst (CFA®), Certified Financial Planner (CFPCM), Chartered Practice Accountant (CPA), Master of Finance, Master of Economics and MBA.
CERTIFIED FINANCIAL PLANNERCM
CERTIFIED FINANCIAL PLANNERCM are individuals who have met CFP Board's education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board's biennial certification requirements, including continuing education, to use the certification mark CERTIFIED FINANCIAL PLANNERCM.
Chartered Financial Analyst®
Holders of the Chartered Financial Analyst® (CFA®) designation are securities analysts, money managers and investment advisers who have completed the CFA program, a graduate-level, self-study curriculum and examination program for investment professionals that covers a broad range of investment topics. CFA charterholders are required to affirm their commitment to high ethical standards and voluntarily submit to the authority of CFA Institute.
Accountant
CPAs have passed a national examination, completed educational and supervised experience (in most cases) requirements. Accountants perform one or more of the following services involving the use of accounting or auditing skills: issuance of reports on corporate and individual financial statements, consulting, preparation of tax returns and the provision of tax-related advice. Many accountants have broadened their activities in recent years into computer systems analysis, management advisory services, corporate or individual tax planning or other areas of financial planning, such as investment planning. |
