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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.
Following is a partial list of professional certifications in financial services, with an overview of the educational and continuing requirements for each; see Professional certification § Accountancy, auditing and finance and Category:Professional certification in finance for all articles.
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.
Identifying the right financial advisor takes time. It's a challenging process requiring a high level of trust. While it may be scary to give control of your hard-earned assets over to another...
1. Morgan Stanley. Morgan Stanley is one of the old guard of Wall Street, tracing its origins back to 1935. The company has a robust private wealth management division full of financial advisors ...
CFP Board defined the three competency clusters as Interpersonal, Leadership, and Technical. The interpersonal cluster requires advisors to have competency in consulting clients, emotional intelligence, and coaching. The leadership cluster requires competency in client advocacy, advisor integrity, and professionalism.
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 ...
Kaplan Financial Ltd is a British company providing training in accountancy and financial services.It was founded in 1958. Kaplan Financial is part of Kaplan, Inc., a subsidiary of Graham Holdings Company.
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