CFA

Chartered Financial Analyst (CFA®)

The Chartered Financial Analyst designation is a professional credential awarded by the CFA Institute to individuals who meet specific educational and work experience requirements and pass a series of rigorous examinations. The CFA designation is globally recognized as a standard for excellence in the fields of investment management, financial analysis, and portfolio management. The CFA program emphasizes a strong foundation in advanced investment analysis and real-world portfolio management skills.
CIMA

Certified Investment Management Analyst (CIMA®)

The Certified Investment Management Analyst designation is a professional certification offered by the Investments & Wealth Institute (IWI). It is designed for financial professionals who focus on investment management and want to demonstrate their expertise in portfolio construction, advanced investment strategies, and wealth management. The CIMA designation focuses on advanced investment concepts including asset allocation, risk management, behavioral finance, and performance measurement and is recognized for its emphasis on delivering value to clients through disciplined investment processes.
cpwa

Certified Private Wealth Advisor (CPWA®)

The Certified Private Wealth Advisor designation is a professional certification offered by the Investments & Wealth Institute (IWI). It is specifically designed for financial professionals who serve high and ultra-net-worth individuals and families, focusing on the unique challenges and opportunities of managing significant wealth. The CPWA program covers advanced topics such as wealth transfer and legacy planning, tax planning and optimization, charitable giving strategies, risk management, and behavioral finance and client relationship management. The designation emphasizes delivering tailored advice and solutions to affluent clients with complex financial needs.
The Armillary Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, KY, MA, MD, MI, MO, MS, NC, NJ, NY, OH, OR, PA, PR, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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