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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.
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In 1962, the Chartered Financial Analyst (CFA) designation and code of conduct were established. In 1963, the profession was formalized when 284 candidates sat for the first CFA exam and 268 CFA charters were awarded. [9] [10] The following year, all 3 levels of the exam were administered to more than 1,700 candidates. [8]
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).
Let’s Make a Plan — a CFP Board website — allows you to search for a CFP that offers retirement planning and retirement income management services. You can sort through results based on ...
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Although conferred in English, the degree may be abbreviated in Latin (viz., compare Latin Ed.D. used for either Doctor of Education or Educationis Doctor; and M.D., used for both Medicinae Doctor and Doctor of Medicine, the latter which can also be abbreviated D.M.). Doctor of Juridical Science: S.J.D. An academic, not a professional designation.
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