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  2. 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.

  3. CFA Institute - Wikipedia

    en.wikipedia.org/wiki/CFA_Institute

    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]

  4. Consumer Federation of America - Wikipedia

    en.wikipedia.org/wiki/Consumer_Federation_of_America

    The CFA's website states that its members are nearly 300 consumer-oriented non-profits, each with a combined membership of 50 million people. CFA members include national organizations such as Consumers Union and U.S. PIRG, state and local consumer organizations, state and local protection agencies, credit unions, rural electric cooperatives ...

  5. List of professional designations in the United States

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

    Building Owners and Managers Association International Systems Maintenance Administrator [64] SMA: Building Owners and Managers Association International High-Performance Sustainable Building Management [64] HP: Building Owners and Managers Association International Counselor of Real Estate [65] CRE The Counselors of Real Estate

  6. American Academy of Financial Management - Wikipedia

    en.wikipedia.org/wiki/American_Academy_of...

    IBS is a charter member signatory to the Washington, D.C. based Council for Higher Education Accreditation (CHEA) and has agreement with the Kansas, USA based Accreditation Council for Business Schools and Programs (ACBSP) since 2004. [13] GAFM supported ‘Asian Digital Finance Forum and Awards 2023’ which was held at Hilton Colombo in Sri ...

  7. Professional certification in financial services - Wikipedia

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

    The International Certificate in Financial Services Risk Management, [35] [36] [37] comprises two modules, usually taken over 9 months; with four further modules, over three years, the certificant articulates to the ERM focused International Diploma in Risk Management, [38] thereby qualifying.

  8. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A financial adviser is generally compensated through fees, commissions, or a combination of both. For example, a financial adviser may be compensated in one or more of the following ways: [4] An hourly fee for advisory services; A flat fee, such as $3,500 per year, for an annual portfolio review or $5,000 for a financial plan.

  9. Global Association of Risk Professionals - Wikipedia

    en.wikipedia.org/wiki/Global_Association_of_Risk...

    The FRM is well regarded, one of the flagship certifications for financial risk professionals, along with the PRM offered by the Professional Risk Managers' International Association. [ 11 ] [ 12 ] [ 13 ] FRMs possess specialized knowledge in assessing and managing risk, and typically work for major banks , insurance companies , accounting ...