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  2. Professional certification in financial services - Wikipedia

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

    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.

  3. Financial Services Authority - Wikipedia

    en.wikipedia.org/wiki/Financial_Services_Authority

    Main entrance – 25 North Colonnade (Canary Wharf, London) – FSA building The Securities and Investments Board Ltd ("SIB") was incorporated on 7 June 1985 at the instigation of the UK Chancellor of the Exchequer, who was the sole member of the company and who delegated certain statutory regulatory powers to it under the then Financial Services Act 1986.

  4. List of professional designations in the United States

    en.wikipedia.org/wiki/List_of_professional...

    Certified Senior Advisor: CSA: Society of Certified Senior Advisors Certified Systems Engineering Professional: CSEP: International Council on Systems Engineering: Certified Usability Analyst: CUA: Human Factors International: Certified Utility Safety Professional [130] CUSP Utility Safety & Ops Leadership Network Certified Wildlife Biologist ...

  5. Edward Jones' Wangen receives Certified Financial Planner ...

    www.aol.com/news/edward-jones-wangen-receives...

    Dec. 27—Financial Advisor Jaclyn Wangen of the financial services firm Edward Jones in Austin, has received the Certified Financial Planner or CFP, certification, granted by the Certified ...

  6. List of securities examinations - Wikipedia

    en.wikipedia.org/wiki/List_of_securities...

    The Securities Commission of Malaysia (Suruhanjaya Sekuriti Malaysia) provides an overview of licensing/certification in the country for those who deal in securities, derivatives, financial planning, etc. For actual exam detail, see SIDC. Module 6: Stock Market and Securities Law; Module 7: Financial Statement Analysis and Asset Valuation

  7. Your Financial Advisor Should Be a Sworn Fiduciary - AOL

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

    Financial Advisors Don’t Abide By the Same Standards. On the other hand, financial advisors aren’t held to the same legal standard. They’re not bad, per se, but there’s no ethical or legal ...

  8. Certified Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial_Planner

    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.

  9. How to choose a financial advisor: 4 tips for finding the ...

    www.aol.com/finance/choose-financial-advisor-6...

    Type of financial advisor. Overview. Robo-advisors – automates the investment process by building an investment portfolio based on your goals and risk tolerance. Typical cost: Typically around 0 ...

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