CFA Talent connects businesses with verified CFA® charterholders for valuations, projections, M&A advisory, and portfolio analysis — by the hour or by the project.
Every charterholder is verified by CFA Institute
Identity, credential & ethics checked.
Trusted by the world's leading financial institutions
Every engagement is led by a CFA® charterholder — the global standard for investment and financial analysis.
409A, M&A, fairness opinions, purchase price allocation.
412 available · Browse →
3-statement models, forecasts, scenario planning.
538 available · Browse →
Buy-side, sell-side, transaction support, integration.
197 available · Browse →
Asset allocation, risk modeling, performance attribution.
264 available · Browse →
Sector reports, deep dives, investment memos.
305 available · Browse →
ESG scoring, impact reporting, sustainable strategy.
158 available · Browse →
A small sample of the CFA® charterholders available on CFA Talent today.
Valuation & M&A Advisor
Former Goldman Sachs VP with 14 years advising mid-market companies on transactions ranging from $5M to $500M.
$285/hr
Financial Projections & FP&A
Builds investor-ready financial models for Series A through pre-IPO companies. Ex-McKinsey, ex-Stripe finance team.
$240/hr
Portfolio & Risk Analyst
Independent advisor helping family offices and RIAs design risk-aware multi-asset portfolios.
$310/hr
Equity Research & Due Diligence
Sell-side equity researcher turned independent. Deep expertise in financials, fintech, and emerging markets.
$265/hr
Describe the engagement — fixed fee or hourly. Add NDA and attachments as needed.
Receive proposals from verified charterholders within hours. Interview and select.
Funds are held in escrow and released on milestone approval. 10% transparent fee.
Earning the CFA charter requires passing three rigorous exams, four years of qualified work experience, and adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
Charter verified
We confirm membership in good standing with CFA Institute.
Identity verified
Government ID and KYC checks for every advisor.
Ethics enforced
Bound by the CFA Institute Code of Ethics.
Escrow protected
Funds released only on milestone approval.
"We needed a defensible 409A in two weeks. Our CFA Talent advisor delivered in nine days — board-ready."
Priya R.
CFO, Series B SaaS
"The proposal quality was a different league. Five charterholders, all worth talking to."
James L.
Managing Partner, Family Office
"Our forecast model passed lender diligence on the first review. Worth every dollar."
Dana M.
Founder, Healthtech
Post your project for free. Receive proposals within hours.
