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  2. Society of Trust and Estate Practitioners - Wikipedia

    en.wikipedia.org/wiki/Society_of_Trust_and...

    STEP has more than 100 branches and chapters in 56 countries with a current membership in excess of 20,000. It runs a number of educational programmes, from entry-level certificates to a full diploma. Accumulated credits from these qualifications and prior experience determine the level of membership.

  3. University of Waterloo School of Accounting and Finance

    en.wikipedia.org/wiki/University_of_Waterloo...

    Graduates attain broad-based competencies in tax subject areas that include policy, research, statutory interpretation, estate planning, business structuring, and risk management, with all the classes held in downtown Toronto's Eaton Centre. [15] Master of Quantitative Finance (MQF):

  4. Chartered Institute of Public Finance and Accountancy

    en.wikipedia.org/wiki/Chartered_Institute_of...

    CIPFA is the only UK professional accountancy organisation who is dedicated to public financial management. They currently have approximately 14,000 members. They offer qualifications including a professional qualification for public sector accountants as well as a postgraduate diploma for people already working in management.

  5. University College of Estate Management - Wikipedia

    en.wikipedia.org/wiki/University_College_of...

    The University College of Estate Management (abbreviated to UCEM), formerly the College of Estate Management (CEM) [1] is an independent UK-based higher education institution which provides courses by distance learning for people in the real estate development and construction industries throughout the world.

  6. What is transfer on death (TOD) for estate planning? - AOL

    www.aol.com/finance/transfer-death-tod-estate...

    A TOD account and a will serve different purposes in estate planning. A TOD account allows for the direct transfer of assets to beneficiaries upon the account holder’s death. On the other hand ...

  7. South African Institute of Chartered Accountants - Wikipedia

    en.wikipedia.org/wiki/South_African_Institute_of...

    Obtain an additional postgraduate Honours degree or postgraduate diploma in Accounting. Obtain a "Certificate in the Theory of Accounting" (CTA) in conjunction with the postgraduate qualification (only awarded if all courses are passed in one sitting). Completion of a three-year training contract ("internship") selecting either of two routes:

  8. Professional certification in financial services - Wikipedia

    en.wikipedia.org/wiki/Professional_certification...

    To become an RFP in Canada, candidates must pass exams, submit a sample comprehensive financial plan and meet education and experience requirements; IQPF awards the Financial Planner (F.Pl.) diploma in Quebec. In Malaysia, the Registered Financial Planner (RFP) designation is conferred by the Malaysian Financial Planning Council (MFPC).

  9. List of post-nominal letters (Australia) - Wikipedia

    en.wikipedia.org/wiki/List_of_post-nominal...

    Degree and diploma abbreviations are defined by the conferring university and vary from one to another. Consult the awarding university for the approved abbreviation. Some loose general rules and examples include: