The Path to CFA Membership

CFA Institute pic
CFA Institute

J. Randall Waterfield has been a Chartered Financial Analyst (CFA) since 1999. This credential is issued by the CFA Institute, an international organization that serves investment professionals. As chairman of the Waterfield Group and a renowned financial expert, J. Randall Waterfield enjoys the many benefits of his CFA membership. In order to join the organization, however, individuals must first pass a series of exams.

To be eligible for the CFA program, candidates must have a four-year undergraduate degree or be in the final year of an undergraduate program, four years of work experience, or a combination of the two that totals at least four years. To receive CFA certification, candidates must enroll in the program, which is divided into three levels, and pass three six-hour exams. The content of these levels becomes progressively more complex. On average, it takes candidates four years of study to receive their credential, and they report studying 300 hours or more to prepare for each of the three exams.

More information about the CFA Program exams and the CFA Institute can be found at the organization’s website,

Waterfield Energy – Services Overview

J. Randall (Randy) Waterfield possesses substantial experience in the financial sector and has offered his industry insight to such national news networks as Fox and CNN. As chairman of the Waterfield Group, he oversees the international delivery of investment banking and management services for one of the largest financial firms in the United States. J. Randall Waterfield also serves on the directorial boards of several of the group’s affiliate companies, including Asure Software and Waterfield Energy.

Waterfield Energy offers a wide range of products and services to facilitate financial management for energy companies in the transportation, midstream, and upstream sectors. In addition to providing full software suites catering to each business area, the firm offers implementation services for its technology solutions. Working with clients’ management and IT personnel, the firm’s implementation experts develop individualized project charters, plans, and test strategies to ensure that new software is effectively integrated into each firm’s operations. The implementation process also includes an in-depth classroom training program to familiarize each employee with the new software’s functionality.

In addition, Waterfield Energy provides consulting on a number of operational matters, including project and change management. The firm’s consulting services aim to increase operational efficiency and long-term productivity, in addition to incorporating data conversion and process review.