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Following is a partial list of professional certifications in financial services, with an overview of the educational and continuing requirements for each; see Professional certification § Accountancy, auditing and finance and Category:Professional certification in finance for all articles.
Certified Professional Services Marketer: CPSM: Society for Marketing Professional Services [125] Certified Protection Professional [126] CPP: ASIS International, International Foundation for Protection Officers: Certified Protection Executive CPE National Protective Services [127] Certified Protection Officer: CPO: International Foundation for ...
It was his vision for a college-level professional education program for insurance agents that led to the creation of The American College. [2] Today the college offers professional training to all types of financial practitioners. When the institution began, programs focused exclusively on providing education to life insurance professionals.
Professional certification in financial services; Professional Risk Manager; RG146; S. Series 6 exam; Series 7 exam; Series 14 exam; U. Uniform Combined State Law Exam;
The New York Institute of Finance (NYIF) is an American for-profit provider of continuing professional education that was founded by the New York Stock Exchange (NYSE) in 1922. [1] The institute provides continuing education to professionals in the financial services industry and corporations worldwide. The institute owns the trademark "Where ...
The certification is generally considered the gold standard in the financial planning industry. [3] The certification is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board), which was founded in 1985 as a 501(c)(3) non-profit organization; it is neither a government designation nor an accredited degree.
The Certified Treasury Professional (CTP) is a certification awarded by the Association for Financial Professionals (AFP) of Bethesda, Maryland to individuals who meet eligibility criteria and demonstrate current competency standards measured through the CTP examination. More than 30,000 individuals have earned the credential.
Addepar, Inc. is a cloud based American wealth management software platform for RIAs (registered investment advisors) specializing in data aggregation, analytics, and portfolio reporting. [3] Addepar's clientele is primarily high and ultra high-net-worth companies and individuals.
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