Certifications Verifications & Charterholders

Are you looking for a certified and exceptional advisor and Fund Manager?

We'll help you attract the very best talent

Our certificate holders boasts extensive collective experience in finance and banking, training, online learning, and software development. We are passionate about equipping finance and banking professionals at any level, anywhere, with the skills, confidence, and tools needed to advance their careers.

LET'S MATCH YOU TO AN Charterholder WITH AN INDUSTRY-LEADING CERTIFICATION

Charterholder
Verify Certificates
Report Misconduct

Access our exclusive network of investment management professionals composed of more and program candidates globally.

  Chartered Portfolio& FundManager(CPFM)®
    Chartered Capital MarketAdvisor(CCMA)®
      Chartered Digital WealthManager(CDWM)®
   Certification AI Trading(CAIT)® 
  Chartered Expert Investor(CEI)®

Charterholder members who have Chartered Portfolio& FundManager(CPFM) ® List of qualified people according to the highest percentage of passing the certificate.
who Committed to our Code of Ethics and Standards of Professional Conduct

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Charterholder members who have Chartered Digital WealthManager(CDWM)® ,List of qualified people according to the highest percentage of passing the certificate.
who Committed to our Code of Ethics and Standards of Professional Conduct

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Charterholder members who have Chartered Capital MarketAdvisor(CCMA)®,List of qualified people according to the highest percentage of passing the certificate.
who Committed to our Code of Ethics and Standards of Professional Conduct

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Charterholder members who have Certification For AI Trading(CAIT)®, List of qualified people according to the highest percentage of passing the certificate.
who Committed to our Code of Ethics and Standards of Professional Conduct

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Accredited members who have Chartered Expert Investor(CEI)®, List of qualified people according to the highest percentage of passing the certificate.
who Committed to our Code of Ethics and Standards of Professional Conduct

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 
Chartered

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Verify your Certificates

Report Misconduct By a Member or Candidate

You can help protect the integrity of Capital Academy Institute membership and designations by reporting conduct that does not
meet the Capital Academy Institute Code of Ethics and Standards of Professional Conduct.
The Professional Conduct Program reviews all complaints on a confidential basis.

How To Report Misconduct
If you want to report misconduct, please use the link below.

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