Building Knowledge and Expertise to Help our Clients Succeed

11/30/2021

Mainsail Wealth Advisors is thrilled to announce that Nick Shedd, Financial Advisor, has earned the designation of Chartered Financial Analyst® (CFA). Considered the most intense and rigorous credentialing program in the financial industry, the CFA program consist of 3 exams testing candidates on topics such as portfolio management, asset valuation, and wealth planning. The program takes on average 4 years to complete with less than 20% of candidates earning their charter.

“We couldn’t be more excited for Nick,” said Jason Koptish, Managing Partner. “The CFA designation is a testament to Nick’s hard work and desire to perform on behalf of our clients.”

  To learn more about how this designation, please visit the CFA Institute website.