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  2. Professional certification in financial services - Wikipedia

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

    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. In Malaysia, the Registered Financial Planner (RFP) designation is conferred by the Malaysian Financial Planning Council (MFPC).

  3. Chartered Banker Institute - Wikipedia

    en.wikipedia.org/wiki/Chartered_Banker_Institute

    Chartered Banker is the professional qualification awarded to qualified members of the Chartered Banker Institute. [8] To become a Chartered Banker, individuals must pass a series of rigorous examinations on subjects including ethics, credit and lending, risk management and management and leadership.

  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. Series 7 exam - Wikipedia

    en.wikipedia.org/wiki/Series_7_Exam

    The Series 7 is a three-hour, forty-five-minute exam. [1] It is held in one four-hour session. There are 125 questions on the test. Candidates have to score at least 72% to pass. The SIE Exam and the Series 7 Exam are co-requisite exams. [9] Average study time is between 80 and 150 hours depending on current financial knowledge. [10]

  6. Bank examiner - Wikipedia

    en.wikipedia.org/wiki/Bank_examiner

    The bank examiner is expected to be knowledgeable of finance and accounting principles (particularly forensic accounting), as well as the relevant banking procedures and protocols. In some cases, an examiner will have worked in bank management positions in the past. In the United States, it is a crime to obstruct a federal bank examination. [6]

  7. List of securities examinations - Wikipedia

    en.wikipedia.org/.../List_of_securities_examinations

    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 ...

  8. Uniform Certified Public Accountant Examination - Wikipedia

    en.wikipedia.org/wiki/Uniform_Certified_Public...

    The Uniform Certified Public Accountant Examination (CPA Exam) is the examination administered to people who wish to become Certified Public Accountants in The United States of America. The CPA Exam is used by the regulatory bodies of all fifty states plus the District of Columbia , Guam , Puerto Rico , the U.S. Virgin Islands and the Northern ...

  9. Certified Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial_Planner

    The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) [1] in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), [2] the owner of the CFP mark outside of the United States.