25.14.1
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MA
Monica Ann McCarthy
8 Credentials
5 Issuers
15 Year Certificate of Achievement
Monica Ann McCarthy, CFA
2023 - 2024
Professional Learning Milestone
2024
2024
15 Year
Professional Learning Milestone
November 18, 2024
CFA Institute
CFA Institute Charterholder Member
CFA Institute Charterholder Member
August 28, 2024
CFA Institute
CFA Institute Charterholder
MONICA ANN MCCARTHY, CFA
Charter Awarded
1993
CFA Institute Charterholder
August 22, 2024
CFA Institute
Wealth Advisor Forum
Kiewit Executive Leadership
Development Program
2019
Wealth Advisor Forum 2021
Wealth Advisor Forum
October 12, 2021
University of Chicago Booth School of Business Executive Education
Monica Ann McCarthy
Expiration Date: 9/30/25 Initial Certification: 10/16/17 Institute ID: 169201
Certified Private Wealth Advisor® (CPWA®)
Certified Private Wealth Advisor® (CPWA®)
October 16, 2017
CPWA® Certification
January 28, 2017
Monica McCarthy
Elite
Investments & Wealth Institute Member
January 28, 2017
Membership
THE INSTITUTE FOR DIVORCE FINANCIAL ANALYSTS®
HEREBY CONFERS UPON
Monica McCarthy
THE DESIGNATION
Certified Divorce Financial Analyst®
IN RECOGNITION OF HAVING SUCCESSFULLY COMPLETED THE REQUIREMENTS FOR THAT DESIGNATION. THIS CERTIFICATE IS GRANTED ON
May 10, 2012
Carol Lee Roberts
PRESIDENT
MEMBER ID#: 100469
Certified Divorce Financial Analyst®
Certified Divorce Financial Analyst®
May 10, 2012
Institute for Divorce Financial Analysts
THE INSTITUTE FOR DIVORCE FINANCIAL ANALYSTS®
HEREBY CONFERS UPON
Monica McCarthy
THE DESIGNATION
Certified Divorce Financial Analyst®
IN RECOGNITION OF HAVING SUCCESSFULLY COMPLETED THE REQUIREMENTS FOR THAT DESIGNATION. THIS CERTIFICATE IS GRANTED ON
May 10, 2012
Carol Lee Roberts
PRESIDENT
MEMBER ID#: 100469
Certified Divorce Financial Analyst®
Certified Divorce Financial Analyst®
May 10, 2012
Institute for Divorce Financial Analysts
warning
Expired
Expired credential.
