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The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the CFP Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.
CFI is a provider of certification programs including Financial Modeling & Valuation Analyst (FMVA), [1] Commercial Banking & Credit Analyst (CBCA), Capital Markets and Securities Analyst (CMSA), and Business Intelligence and Data Analyst (BIDA). All CFI courses are delivered online. The organization was incorporated as a joint venture with MDA ...
Kaplan Financial Education is part of Kaplan University School of Professional and Continuing Education, based in La Crosse, Wisconsin. Kaplan Financial Education is a consortium of numerous financial services training and publishing companies providing insurance and securities licensing exam preparation , along with continuing education .
The CFA Institute Research Challenge is an annual global competition in equity research hosted by the CFA Institute started in 2007. The competition provides university students with hands-on training and mentoring in financial analysis.
In 1959, the NFFAS Board of Directors approved the establishment of the Institute of Chartered Financial Analysts (ICFA), which was incorporated in 1962. [8] NFFAS changed its name to the Financial Analysts Federation (FAF) in 1961. [8] In 1962, the Chartered Financial Analyst (CFA) designation and code of conduct were established. In 1963, the ...
CWM certification normally involved about 80 hours of online study, although holders of certain professional designations, such as a Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA), needed only to take a test and pay a fee; and anyone with sufficient professional experience could skip the test and get the designation by ...
The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals.
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