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  2. Chartered Financial Analyst - Wikipedia

    en.wikipedia.org/wiki/Chartered_Financial_Analyst

    Have 4,000 hours in a minimum of three years of qualified work experience acceptable by the CFA Institute. [9] However, individual-level exams may be taken prior to satisfying this requirement. Have two or three letters of reference. Become a member of the CFA Institute. Adhere to the CFA Institute Code of Ethics and Standards of Professional ...

  3. CFA Institute - Wikipedia

    en.wikipedia.org/wiki/CFA_Institute

    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.

  4. Chartered Alternative Investment Analyst - Wikipedia

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

    The Chartered Alternative Investment Analyst Association was founded in 2002 by the Alternative Investment Management Association (AIMA) and the Center for International Securities and Derivatives Markets (CISDM). As of 2024, there are over 13,000 CAIA members. [1]

  5. How a portfolio career can help you make money and find ...

    www.aol.com/finance/portfolio-career-help-money...

    Paula says, “I’ve created a portfolio life that allows the precious time I cherish with my family and fulfills my need to make a difference in the world—by bringing a distinctly different ...

  6. Cross-functional team - Wikipedia

    en.wikipedia.org/wiki/Cross-functional_team

    A cross-functional team (XFN), also known as a multidisciplinary team or interdisciplinary team, [1] [2] [3] is a group of people with different functional expertise working toward a common goal. [4] It may include people from finance, marketing, operations, and human resources departments. Typically, it includes employees from all levels of an ...

  7. Financial analyst - Wikipedia

    en.wikipedia.org/wiki/Financial_analyst

    A buy-side analyst, such as a fund manager, works for a company which buys and holds stocks itself, on the analyst's recommendation. As they gain experience, analysts often move from buy-side research, concerning individual securities and sectors, into portfolio management itself, selecting the mix of investments for a company's portfolio.

  8. Certificate in Investment Performance Measurement - Wikipedia

    en.wikipedia.org/wiki/Certificate_in_Investment...

    The content of each of these examinations includes 13% on ethics and professional standards. A certain level of practical experience is also required before obtaining the certificate. [2] After obtaining the Certificate, Certificate-holders are required to engage in continuing education, and to file a Professional Conduct Statement (PCS) annually.

  9. Category:CFA charterholders - Wikipedia

    en.wikipedia.org/wiki/Category:CFA_charterholders

    This page was last edited on 7 November 2020, at 19:46 (UTC).; Text is available under the Creative Commons Attribution-ShareAlike 4.0 License; additional terms may apply.

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