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  2. 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.

  3. Are You Working With the Right Type of Financial Advisor? - AOL

    www.aol.com/working-type-financial-advisor...

    Taxes, estate plans, college funds, retirement, next month's budget … financial planning is rarely easy, but it is worth it. Luckily, an entire field of the financial industry has dedicated ...

  4. Chartered Alternative Investment Analyst - Wikipedia

    en.wikipedia.org/wiki/Chartered_Alternative...

    Grading begins once the examination window is closed, and Level I results are posted within three weeks after the final examination day. Level II exam results are available within six weeks after the last exam day, due to the need to grade essay questions. The percentage of candidates that pass the CAIA exams changes from exam to exam.

  5. Certified Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial_Planner

    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.

  6. List of professional designations in the United States

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

    The designation, BC-HIS (Board Certified in Hearing Instrument Sciences), distinguishes the Board Certificant's outstanding skills and professional expertise needed for completion of the National Competency Exam.

  7. Asian Institute of Finance - Wikipedia

    en.wikipedia.org/wiki/Asian_Institute_of_Finance

    AIF has also studied remuneration in the financial services sector and digitalisation in financial services including a 2017 study on enhancing digital trust in online banking and insurance. [11] [12] Another study found that crowdfunding is expected to grow as a critical source of funding for micro, small and medium-sized enterprises in ...

  8. Chartered Financial Analyst - Wikipedia

    en.wikipedia.org/wiki/Chartered_Financial_Analyst

    There are three exams ("levels") that test the academic portion of the CFA program. All three levels emphasize the subject of ethics. The material differences among the exams are: The Level I study program emphasizes tools and inputs and includes an introduction to asset valuation, financial reporting and analysis, and portfolio-management ...

  9. Certified Financial Planner Board of Standards - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial...

    Certified Financial Planner Board of Standards, Inc., is an American 501(c)(6) nonprofit organization that sets and upholds standards for financial planning. It administers Certified Financial Planner certification - which is widely recognized by the public, advisors, and firms as the standard for financial planners - so that the public has access to the benefits of competent and ethical ...