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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.
Following is a partial list of professional certifications in financial services, with an overview of the educational and continuing requirements for each; see Professional certification § Accountancy, auditing and finance and Category:Professional certification in finance for all articles.
License requirements to work as a financial advisor vary widely. Generally, depending on your practice, you will most likely need to take either the Series 6 or Series 7 exams as well as the ...
Chartered Financial Consultant (ChFC), conferred by the American College of Financial Services (The American College). Personal Financial Specialist (PFS). conferred by the American Institute of Certified Public Accountants (AICPA). Chartered Financial Analyst (CFA), offered internationally by the CFA Institute.
SAIFM also offers the "Registered Persons" examinations, [4] required for licensing as financial market "practitioners" on the various exchanges, selecting up to 8 according to the requirements of the exchange for the specific function; the typical roles here are investment advisor and fund manager, as well as those executing transactions ...
A financial analyst is a ... there are also regulatory requirements. ... Text is available under the Creative Commons Attribution-ShareAlike 4.0 License; ...
Financial analysts and financial advisors are both professionals who help people and organizations achieve their financial goals. The roles are similar and overlapping in some areas but also have ...
In 1959, the NFFAS Board of Directors approved the establishment of the Institute of Chartered Financial Analysts (ICFA), which was incorporated in 1962. [8] NFFAS changed its name to the Financial Analysts Federation (FAF) in 1961. [8] In 1962, the Chartered Financial Analyst (CFA) designation and code of conduct were established. In 1963, the ...