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2. List of accounting roles - Wikipedia

   en.wikipedia.org/wiki/List_of_accounting_roles

   They may even have their CPA, or be a CPA candidate. In addition to general accounting duties, they help company's management to analyze the economic health of the organization, usually through timely financial reports and counsel. They may or may not have supervisory responsibilities over junior accountants and/or clerical personnel. [5]

3. Financial adviser - Wikipedia

   en.wikipedia.org/wiki/Financial_adviser

   Financial advisers need to pass a series of exams and receive a Diploma in Financial Planning (or, prior to the Retail Distribution Review, a Financial Planning Certificate) and also authorised by the Financial Conduct Authority, a UK government qango that must be satisfied that the adviser is a “fit and proper person” before they may ...

4. Financial planner - Wikipedia

   en.wikipedia.org/wiki/Financial_planner

   The scope of the title "financial planner" varies from one jurisdiction to another. The legal framework of the profession may include: a reserved title (eg: PFA-certified financial planner, CFP, financial planner): the protection of the title ensures that the services are provided by accredited persons meeting ethical standards;

5. Financial advisor vs. accountant: What’s the difference? - AOL

   www.aol.com/finance/financial-advisor-vs...

   A financial advisor may hold a number of different professional designations, such as certified financial planner (CFP) or chartered financial analyst (CFA), while accountants typically hold the ...

6. What is a financial coach and what do they do? - AOL

   www.aol.com/finance/financial-coach-213748039.html

   A financial coach can teach the important financial lessons that many people don’t get in school, while also helping you understand why you make the financial decisions that you do and ...

7. Job description - Wikipedia

   en.wikipedia.org/wiki/Job_description

   A job description or JD is a written narrative that describes the general tasks, or other related duties, and responsibilities of a position. It may specify the functionary to whom the position reports, specifications such as the qualifications or skills needed by the person in the job, information about the equipment, tools and work aids used, working conditions, physical demands, and a ...

8. Chartered financial consultant - Wikipedia

   en.wikipedia.org/wiki/Chartered_Financial_Consultant

   Applications of comprehensive financial planning and consulting Exams are closed-book and proctored for each course much like any business course offered by an accredited institution. [ 5 ] To maintain the designation, holders must complete 30 hours of continuing education every two years and adhere to The American College Code of Ethics and ...

9. Chief financial officer - Wikipedia

   en.wikipedia.org/wiki/Chief_financial_officer

   A chief financial officer (CFO) is an officer of a company or organization who is assigned the primary responsibility for making decisions for the company for projects and its finances (financial planning, management of financial risks, record-keeping, and financial reporting, and often the analysis of data).