Additional Credential
An industry colleague kindly pointed out a credential missing from my last post, the CFA charter issued by the CFA Institute. While the CFA’s emphasis may tilt toward public security analysis, the body of knowledge is extremely relevant to private company valuation.
Based on the CFA’s requirements, I would place it in a class with the Accredited Senior Appraiser designation. The CFA requirements include the following (among others).
- 48 months of acceptable professional work experience in the investment decision-making process
- Completion of all three levels of the CFA Program (includes 3 exams over a 3-year period or longer)
Tags: CFA, Valuation Credentials
