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  2. Professional certification in financial services - Wikipedia

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

    In Canada, the RFP designation is conferred by the Institute of Advanced Financial Planners. [13] To become an RFP in Canada, candidates must pass exams, submit a sample comprehensive financial plan and meet education and experience requirements; IQPF awards the Financial Planner (F.Pl.) diploma in Quebec.

  3. Corporate Finance Institute - Wikipedia

    en.wikipedia.org/wiki/Corporate_Finance_Institute

    Corporate Finance Institute (CFI) is an online training and education platform for finance and investment professionals based in Vancouver Canada. It provides courses and certifications in financial modeling, valuation, and other corporate finance topics.

  4. Chartered Financial Analyst - Wikipedia

    en.wikipedia.org/wiki/Chartered_Financial_Analyst

    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.

  5. List of securities examinations - Wikipedia

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

    SAIFM also offers the "Registered Persons" examinations, [4] required for licensing as financial market "practitioners" on the various exchanges, selecting up to 8 according to the requirements of the exchange for the specific function; the typical roles here are investment advisor and fund manager, as well as those executing transactions ...

  6. Certified Management Accountant - Wikipedia

    en.wikipedia.org/wiki/Certified_Management...

    Certified Management Accountant (CMA) is a professional certification credential in the management accounting and financial management fields. The certification signifies that the person possesses knowledge in the areas of financial planning, analysis, control, decision support, and professional ethics.

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  8. Certified International Investment Analyst - Wikipedia

    en.wikipedia.org/wiki/Certified_International...

    The ACIIA is recognised and promoted by both ASIF and EFFAS representing financial analyst federations in Asia and Europe. ACIIA is the international umbrella organisation for national and regional associations of investment professionals representing over 60,000 portfolio managers, analysts, investment advisers, asset managers and fund managers etc. worldwide.

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