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In the United States, the Series 7 exam, also known as the General Securities Representative Exam (GSRE), is a test for entry-level registered representatives, that demonstrates competency to buy or sell security products such as corporate securities, municipal securities, options, direct participation programs, investment company products and variable contracts.
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.
Financial certifications demonstrate a professional's expertise in the financial services industry, whether the focus is on accounting, financial planning or investing. Checking out the ...
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.
Luckily, there are a variety of financial professionals you can... Skip to main content. Sign in. Mail. 24/7 Help. For premium support please call: 800-290-4726 more ways to reach us ...
The chartered financial analyst (CFA) is a certification for financial professionals demonstrating expertise in topics such as equity investments, financial statements and wealth planning. A ...
Certified Government Financial Manager; Certified International Investment Analyst; Certified mortgage consultant; Certified mortgage planner; Certified Risk Analyst;
You can identify the specialization of a financial advisor through the certifications that they hold. When looking for a financial professional, understanding the key differences between a CFP and ...
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