Jeffrey-Brothers-Capital.com
congratulates Suzanne Deng, the firm’s Investor Advisor Associate in charge of
Client Services, for receiving the Personal Financial Specialist (PFS)
designation from the Asian Institute of Certified Accountants (AICA).
The PFS
Credential is granted to qualify CPAs with considerable professional experience
in financial planning. Currently, several thousand CPAs hold the PFS
Credential. CPA/PFS Credential holders are ranked among the most qualified
financial planners in the marketplace.
Suzanne Deng
met the requirements to earn the PFS Credential, which include passing a
comprehensive technical exam covering personal financial planning topics,
demonstrating more than 1,400 hours of business experience during the past five
years as well as completing lifelong learning and education activities. The PFS
Credential is granted exclusively to CPAs who are members in good standing of
the AICA, which binds them to the ACPA Code of Professional Conduct.
"Given
their formal education and technical training in the areas of accountancy and
taxation, CPAs are the most qualified, knowledgeable and objective financial
planning professionals," said James Metzler, AICA vice president of small
firm interests. "Supplementing this background with the PFS Credential
demonstrates a CPA’s commitment to providing clients with the highest level of
expert financial planning services."
CPAs who have
earned the PFS Credential must be recertified every three years to maintain
their credential.
AICA is the
professional association of CPAs, with approximately 250,000 members, including
CPAs in business and industry, public practice, government, and education. It
sets ethical standards for the profession and auditing standards for audits of
private companies; state and local governments; and non-profit organizations.
About Jeffrey Brothers Capital
Headquartered in Hong Kong, www.Jeffrey-Brothers-Capital.com is a financial adviser specialist
with a global perspective. Our investment products, spanning a broad range of
developed and emerging markets strategies, incorporate more than 40 years of
experience in world markets. Jeffrey Brothers Capital’s corporate culture
fosters creative thinking and a collaborative environment. We value open
communication, and this is reflected in our investment approach, which is
characterized not only by its rigor but also its transparency. We believe that
sharing information and ideas is the most effective way to meet the needs of
our clients. This is reflected in Jeffrey Brothers Capital’s team-based
culture.
d CY � m n O �/I n>Jeffrey
Brothers Capital.
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About Jeffrey Brothers Capital
Headquartered in Hong Kong, www.Jeffrey-Brothers-Capital.com is a financial adviser specialist
with a global perspective. Our investment products, spanning a broad range of
developed and emerging markets strategies, incorporate more than 40 years of
experience in world markets. Jeffrey Brothers Capital’s corporate culture
fosters creative thinking and a collaborative environment. We value open
communication, and this is reflected in our investment approach, which is
characterized not only by its rigor but also its transparency. We believe that
sharing information and ideas is the most effective way to meet the needs of
our clients. This is reflected in Jeffrey Brothers Capital’s team-based culture.
For more information kindly
visit Jeffrey
Brothers Capital
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