The coveted mark of distinction in the investment industry is a Chartered Financial Analyst (CFA) designation.

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The most widely recognized in the industry are the Chartered Financial Analyst and Certified Financial Planner marks.

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Mr. Forbes is a member of the New York Society of Security Analysts and holds the Chartered Financial Analyst designation.

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Individual investors and fund managers looking at India, however, can take a few cues from Jain, who has been with Kotak since 2006, a Chartered Financial Analyst.

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The final team included two graduates of Columbia Law School, five from NYU, and four from Georgetown, as well as a Chartered Financial Analyst and two MBAs.

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Michael McMillan, a chartered financial analyst and director of ethics and professional standards for the CFA Institute, wrote a thoughtful post on the CFA Institute blog recently that illuminates this issue.

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