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^{Why Work with a CFA?}Experience What Impact the Chartered Financial Analyst^® Designation
Can Have on Your Financial Experience

Today’s financial markets demonstrate the importance of having reliable evidence of your financial adviser’s integrity, experience and commitment. Among the credentials that financial professionals may hold, none are more highly regarded than or as rigorously focused on investment knowledge as the Chartered Financial Analyst® designation. Craig Popp is a CFA charterholder and embodies the following core tenets:

Ethics

Ethics are a core component of the curriculum that leads to the CFA designation. Every CFA charterholder is required to annually sign a statement declaring adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

Knowledge & Experience

Every CFA charterholder has at least four years of industry experience and has passed 18 hours of rigorous examinations on subjects that include investment tools, asset valuation, portfolio management, and the application of ethical and professional standards.

Global Relevance

The CFA charter has become the global professional investment credential. There are CFA charterholders in more than 130 countries, with increasing demand worldwide for the CFA program.

Recognition

Respect for the program’s professional standards has made the CFA designation the mark of distinction for investment professionals worldwide.

^{Why Work with a CEPA?}Build more company value, develop strong personal financial plans,
and align personal goals with a
Certified Exit Planning Advisor

The Certified Exit Planning Advisor (CEPA) is a unique credential that allows professional advisors to deeply engage with business owners and help them plan every aspect of their personal finances. A certified exit planning advisor isn’t just concerned with your business goals; they consider your personal and financial objectives as well. A CEPA takes a holistic approach to help you develop a business strategy that integrates all aspects of your life. Craig Popp is prepared to help you:

Determine how ready and attractive your company is currently.

Identify your three gaps- Wealth, Profit, and Value.

Determine if the value of your company addresses your wealth gap.

Better understand your personal vision and personal financial needs.

Align your business, personal and financial goals.

Create, deliver and maintain an action plan helping you to de-risk your business and grow value.

Bring the advisory team and your internal team together, to work towards common goals and better collaborate.

Understand your exit options and how they apply to your company and exit goals.

^{Why Work with a Raymond James?}Our Business Is People

It’s easy to remember what counts most in hard times when it’s what counts most in good ones too. Through upticks, downturns, burst bubbles and historic bull markets, we’ve never lost sight of the fact that there’s a person behind every portfolio. Since 1962, people have been the heart of Raymond James. And in times like these, we return that strength.

We Have a Straightforward Approach
To Doing Business

At Raymond James, we believe that putting clients’ needs first is the best way to ensure their success and, in turn, the long-term success of our advisors and the company. We call this our Service 1st® philosophy. With our strong focus on clients and our commitment to supporting those who serve them, we’ve become known as the premier alternative to Wall Street, providing the products, services and support of even the largest firms, within an environment that values strong, personal relationships.

Raymond James has steadily grown to become one of the largest independent financial services firms in the industry, but our core values ensure we’ll never be so big that we don’t have time for what matters most. These principles include:

Client-First Approach

Conservatism

Independence

Integrity

Raymond James focuses on doing what's right for its clients, associates and communities. And as you'll find in the firm's Corporate Responsibility Report, this commitment drives our mission to build a more sustainable future for all through environmental, social and governance best practices.

Interested in Learning More?

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_{CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.}