Grant R. Milner, CFA®

Grant has been an Investment Advisor representative for over 15 years. He enjoys reading and staying up to date on current financial events. Grant is highly knowledgeable about investment choices and is the person to talk to if you have any questions about what investments are right for you. 

Grant holds the following professional designation:

Chartered Financial Analyst (CFA®)

The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals.

There are currently more than 138,000 CFA charterholders working in 134 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

High Ethical Standards

The CFA Institute Code of Ethics and Standards of Professional Conduct, enforced through an active professional conduct program, require CFA charterholders to:

• Place their clients' interests ahead of their own

• Maintain independence and objectivity

• Act with integrity

• Maintain and improve their professional competence

• Disclose conflicts of interest and legal matters

Global Recognition

Passing the three CFA exams is a difficult feat that requires extensive study (successful candidates report spending an average of 300 hours of study per level). Earning the CFA charter demonstrates mastery of many of the advanced skills needed for investment analysis and decision making in today's quickly evolving global financial industry. As a result, employers and clients are increasingly seeking CFA charterholders—often making the charter a prerequisite for employment.

Additionally, regulatory bodies in over 30 countries and territories recognize the CFA charter as a proxy for meeting certain licensing requirements, and more than 125 colleges and universities around the world have incorporated a majority of the CFA Program curriculum into their own finance courses.

Comprehensive and Current Knowledge

The CFA Program curriculum provides a comprehensive framework of knowledge for investment decision making and is firmly grounded in the knowledge and skills used every day in the investment profession. The three levels of the CFA Program test a proficiency with a wide range of fundamental and advanced investment topics, including ethical and professional standards, fixed-income and equity analysis, alternative and derivative investments, economics, financial reporting standards, portfolio management, and wealth planning.

The CFA Program curriculum is updated every year by experts from around the world to ensure that candidates learn the most relevant and practical new tools, ideas, and investment and wealth management skills to reflect the dynamic and complex nature of the profession. To learn more about the CFA charter, visit www.cfainstitute.org.

Accredited Asset Management Specialist (AAMS®)

The Accredited Asset Management Specialist (AAMS®) designation is awarded by the College of Financial Planning to students who:

• successfully complete the self-study AAMS program;
• pass the [mal examination; and
• comply with the Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct and Terms and Conditions

The self-study program covers the asset management process; investors, policy and change; risk, return and investment performance; asset allocation and selection; investment strategies; taxation of investment products; investment opportunities for individual retirement; investment considerations for small business owners; executive compensation and benefit plans; insurance products for investment clients; estate planning; and regulatory and ethical issues.

Successful students receive a certificate and are granted a right to use the designation for a two-year period. Continued use of the AAMS designation is subject to ongoing renewal requirements. Every two years individuals must renew their right to continue using the AAMS designation by:

• completing 16 hours of continuing education;
• reaffirming to abide by the Standards of Professional Conduct, Terms and Conditions; and
• paying a fee to continue using the designation.

Accredited Wealth Management Advisor (AWMA®)

The Accredited Wealth Management Advisor(AWMA®) designation is awarded by the College of Financial Planning to students who:

• successfully complete the self-study AWMA  program;
• pass the final examination; and
• comply with the Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct and Terms and Conditions.

The self-study program provides advanced knowledge of asset management, allocation and selection; investment performance and strategies; and taxation issues pertaining to investments for a broad range of investors.

Successful students receive a certificate and are granted the right to use the designation for a two-year period. Continued use of the AWMA designation is subject to ongoing renewal requirements. Every two years individuals must renew their right to continue using the AWMA designation by:

• completing 16 hours of continuing education;
• reaffirming to abide by the Standards of Professional Conduct, Terms and Conditions; and
• paying a biennial fee to continue using the designation.