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The CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education. The institute aims to promote standards in ethics, education, and professional excellence in the global investment services industry.
The Diploma in Treasury Management (3 papers over 12–18 months) allows for Associate Membership, with post-nominal letters AMCT, while the subsequent Advanced Diploma (of similar structure and duration, and requiring also a dissertation) grants full membership, MCT. The FCT fellowship is conferred following several years of experience.
The Indian Association of Investment Professionals is the only organization in India that is affiliated with the CFA Institute. The CFA Institute's trademark rights to the "CFA" and "Chartered Financial Analyst" brands were affirmed in India by the Delhi High Court. Further, the Delhi High Court issued an interim injunction ordering ICFAI and ...
Organizations in the United States involved in setting standards for certification include the American National Standards Institute (ANSI) and the Institute for Credentialing Excellence (ICE). Many certification organizations are members of the Association of Test Publishers (ATP).
The Chartered Financial Analyst designation of the CFA Institute; Certified International Investment Analyst; The Financial Risk Manager (FRM) international professional certification offered by the Global Association of Risk Professionals; The Certified Management Accountant certification offered by Institute of Management Accountants.
Candidates for the CIPM qualification must adhere to the same body of professional ethics and professional conduct [1] that has been devised for Chartered Financial Analysts by the CFA Institute. To obtain the Certificate, one must sequentially pass two examinations (known respectively as Principles and Expert ).
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The Chartered Financial Planner [1] is a qualification for professional financial planners [2] and financial advisers [3] awarded by the Chartered Insurance Institute.. By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession; in the United Kingdom, it is a widely accepted 'gold standard' within the ...