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  2. Canadian Securities Institute - Wikipedia

    en.wikipedia.org/wiki/Canadian_Securities_Institute

    Comprehensive financial advice designation prevalent in financial institutions. It is recognized across Canada except Quebec and is accredited under ISO 17024*. (CSI also provides the education that meets Quebec's provincial requirements and leads to the IQPF Financial Planning Exam and to earning the Financial Planner (Pl. Fin.) designation.) [7]

  3. 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.

  4. List of professional designations in the United States

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

    Registered Financial Planner [9] RFP: Registered Financial Planners Institute: Financial Risk Manager: FRM: ... Professional designation by the American Guild of ...

  5. What Is a Financial Planner and When Do You Need One? - AOL

    www.aol.com/finance/financial-planner-one...

    A certified financial planner has completed college-level coursework in personal finance planning. A CFP must also build up thousands of hours of financial planning experience, pass a national ...

  6. How to Find a Certified Financial Planner (CFP) For 2023 - AOL

    www.aol.com/finance/certified-financial-planner...

    A certified financial planner (CFP) is a financial professional that has earned the title by going through multiple educational courses and passing a series of exams. In order to earn and keep the ...

  7. Financial management advisor - Wikipedia

    en.wikipedia.org/wiki/Financial_management_advisor

    The financial management advisor (FMA) is a professional designation of the Canadian Securities Institute (CSI), the official educator of the Canadian securities industry. The FMA is a personal financial planning designation which is usually a precursor to the certified financial planner (CFP) designation.

  8. List of post-nominal letters (Canada) - Wikipedia

    en.wikipedia.org/wiki/List_of_post-nominal...

    The institute is the only government-recognized body in Canada to issue the CCP designation in the field of Commercial Credit. CIRP: Chartered Insolvency and Restructuring Professional [45] CFA: Chartered Financial Analyst: CFP: Certified Financial Planner [46] CIM: Chartered Investment Manager: CMA: Certified Management Accountant: CA ...

  9. How to choose a financial advisor: 6 tips for finding the ...

    www.aol.com/finance/choose-financial-advisor-6...

    Professional organizations: The CFP Board and the National Association of Personal Financial Advisors (NAPFA) both offer tools to search for advisors in your area. Just plug in your zip code and ...