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  2. Professional certification in financial services - Wikipedia

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

    The Chartered Financial Consultant (ChFC) is the "advanced financial planning" designation awarded by The American College of Financial Services. To secure the designation, applicants must have three years of full-time business experience within the preceding five years and must complete nine college-level courses; the award is also contingent ...

  3. List of professional designations in the United States

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

    The designation, BC-HIS (Board Certified in Hearing Instrument Sciences), distinguishes the Board Certificant's outstanding skills and professional expertise needed for completion of the National Competency Exam.

  4. 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 ...

  5. 5 Essential Books and Resources for Financial Planning ... - AOL

    www.aol.com/finance/5-essential-books-resources...

    Chad Gammon, CFP, owner of Custom Fit Financial, credits this podcast with helping him transition out of his IT career and into financial planning. The podcast covers a variety of retirement and ...

  6. Chartered Institute for Securities & Investment - Wikipedia

    en.wikipedia.org/wiki/Chartered_Institute_for...

    The institute offers qualifications, training and professional membership. It holds the UK licence to award the Certified Financial Planner (CFP) designation. Amongst the qualifications offered is the Diploma in Capital Markets which covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. [2]

  7. Year-end financial checklist: Your guide to reviewing and ...

    www.aol.com/finance/financial-planning-checklist...

    Take control of your financial future with this detailed checklist covering everything from your savings and investments to insurance needs and estate planning.

  8. The Best Retirement Planning Books to Buy in 2022 - AOL

    www.aol.com/best-retirement-planning-books-buy...

    Uncommon Financial Planning Wisdom for a Stress-Free Retirement," author Todd Tresidder reminds readers that knowing how much they need is the "essential foundation on which every other aspect of ...

  9. 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.

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