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  2. BAI (organization) - Wikipedia

    en.wikipedia.org/wiki/BAI_(organization)

    BAI Beacon: Formerly two separate conferences—BAI Retail Delivery and BAI Payments Connect—BAI Beacon is a two-day "immersive experience" for those in the financial services industry. Topics include sales, marketing and product development, channel strategies, payments strategy and fraud, compliance, small business, analytics, and technology.

  3. List of securities examinations - Wikipedia

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

    The Securities Commission of Malaysia (Suruhanjaya Sekuriti Malaysia) provides an overview of licensing/certification in the country for those who deal in securities, derivatives, financial planning, etc. For actual exam detail, see SIDC. Module 6: Stock Market and Securities Law; Module 7: Financial Statement Analysis and Asset Valuation

  4. Quest CE - Wikipedia

    en.wikipedia.org/wiki/Quest_CE

    Quest CE was selected as one of the country’s best employers in 2015, ranking #1 on the Great Rated! People’s Picks: 20 Great Workplaces in Financial Services in the Small/Medium Business category. [8] Honored as one of the Fastest Growing Firms in the Southeastern Wisconsin region by the Milwaukee Business Journal in 2014. [9]

  5. From CFP to CPA: 6 Financial Certifications and How To ... - AOL

    www.aol.com/finance/cfp-cpa-6-financial...

    For premium support please call: 800-290-4726 more ways to reach us

  6. Do you need a financial advisor as a small business owner? - AOL

    www.aol.com/finance/financial-advisor-small...

    Small Business Development Centers: SBDCs are funded by the Small Business Administration and provide free consulting services, training programs and resources. You can find guidance on business ...

  7. List of professional designations in the United States

    en.wikipedia.org/wiki/List_of_professional...

    Certified Financial Planner: CFP: Certified Financial Planner Board of Standards: Certified Divorce Financial Analyst: CDFA: Institute for Divorce Financial Analysts: Certified Anti-Money Laundering Specialist: CAMS: Association of Certified Anti-Money Laundering Specialists: Certified Financial Consultant: CFC: Institute of Financial Consultants

  8. Professional certification in financial services - Wikipedia

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

    The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the CFP Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.

  9. Association of Certified Anti-Money Laundering Specialists

    en.wikipedia.org/wiki/Association_of_Certified...

    ACAMS provides training and assists other educational organizations in anti-money laundering courses. Its Certified Anti-Money Laundering Specialist (CAMS) program is internationally recognized. The CAMS program takes one day of education and half a day of examination, so participants must already have a strong basis in AML-related issues. [12]