Templates
Wealth Management
CFA Calculator Process
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CFA Calculator Process

Explore our CFA Calculator Process for reliable data collection, careful analysis, and accurate reporting, upholding the highest industry standards.
1
Identify the inputs for the CFA Calculator
2
Collect the required data for CFA calculation
3
Check the reliability of data sources
4
Approval: Data Reliability
5
Input the data into the CFA formula
6
Perform the calculation operation
7
Compare calculated CFA values with benchmark data
8
Spot any anomalies in the calculated results
9
Approval: Anomaly Detection
10
Prepare a preliminary report of the calculated CFA values
11
Review the calculated CFA values and report
12
Approval: CFA Values Review
13
Finalise the CFA calculation report
14
Distribute the report to the necessary parties
15
Document the CFA calculation process for record keeping
16
Close the CFA calculation process task