Mark Hogan Earns Chartered Wealth Manager Designation

Mar 21 2013 in Madison in the Community by

Madison Wealth Management’s Senior Wealth Advisor, Mark Hogan, has  earned the Chartered Wealth Manager (CWM®) designation from the American Academy of Financial Management. This professional designation is available only to wealth managers with an accredited master’s degree, law degree, CPA, Ph.D. or specialized executive training.

To earn his CWM® certification Mark completed required course work from the Thomas Jefferson School of Law, San Diego and demonstrated knowledge in 12 key wealth management areas:

  1.  Estate Planning and TrustsMark headshot
  2. Asset Management
  3. Portfolio Management
  4. International Taxation
  5. Retirement Law
  6. Economics
  7. Investments
  8. Money and Banking
  9. High Net Worth Consulting
  10. Relationship Management Compliance and Ethics
  11. Business Entities & Organizations
  12. Risk Management and Insurance

Madison Wealth Management is proud to have six more financial experts on staff that hold professional designations, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA).

Certified Financial Planner (CFP®) Designations:  A CFP® designation is granted by  the CFP Board, a non-profit organization fostering professional standards in personal financial planning. Earning a CFP® certification requires relevant professional experience, the completion of significant education requirements, passage of a two day comprehensive examination, ongoing continuing education requirements, and adherence to an enforceable code of ethics.

Three of Madison’s senior wealth advisors, Jim McDermott (President), Joe Hack and Rick England have earned the CFP® designation.

Chartered Financial Analyst (CFA) Designations:  Another important wealth management designation is the highly-regarded Chartered Financial Analyst (CFA), earned from the Association for Investment Management and Research (AIMR) which measures the competence and integrity of financial analysts. CFA candidates are required to pass three levels of exams covering areas such as: accounting, economics, ethics, money management, and security analysis. A CFA candidate will have an undergraduate and/or graduate coursework in statistics, economics, and business, and knowledge of accounting policies and procedures, corporate budgeting, and financial analysis methods.

Two senior members of Madison’s team have earned the CFA designation: Ed Kuresman and Alan Henning.

The CWM®, CFP® and CFA certifications are important in the wealth management profession and reflect the depth of knowledge of the Madison team.  Simply put, we are able to carefully gather financial information, fully analyze it, identify creative financial solutions and effectively implement recommended strategies for our clients. We congratulate all of our professionals who have earned these designations.

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