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2. Professional certification in financial services - Wikipedia

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

   The Chartered Alternative Investment Analyst (CAIA) designation is a financial certification for investment professionals conferred by the CAIA Association. The curriculum is designed to provide finance professionals with a broad base of knowledge in alternative investments. Candidates must complete two examinations in succession and pay an ...

3. Investment Banking Exam - Wikipedia

   en.wikipedia.org/wiki/Investment_Banking_Exam

   The Limited Representative – Investment Banking Exam, commonly referred to as the Series 79, is an examination administered by the U.S. Financial Industry Regulatory Authority (FINRA) for investment banking professionals.

4. List of securities examinations - Wikipedia

   en.wikipedia.org/wiki/List_of_securities...

   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 ...

5. 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.

6. Chartered Institute for Securities & Investment - Wikipedia

   en.wikipedia.org/wiki/Chartered_Institute_for...

   The institute offers qualifications, training and professional membership. It holds the UK licence to award the Certified Financial Planner (CFP) designation. Amongst the qualifications offered is the Diploma in Capital Markets which covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. [2]

7. 7 best investment platforms for Dec. 2024: Low-cost options ...

   www.aol.com/finance/best-investment-platforms...

   SoFi was founded in 2011 as a student loan refinancing company. In 2019, SoFi — , short for Social Finance — expanded into investment services, offering a user-friendly platform to new investors.

8. Do I need a financial advisor? When you should consider ... - AOL

   www.aol.com/finance/financial-advisor-consider...

   The best Walmart Black Friday 2024 deals: Shop the latest savings at the biggest sale event of the year

9. 3 of the Best and Worst Companies for Investment Advice - AOL

   www.aol.com/3-best-worst-companies-investment...

   When it comes to financial services firms, investors are inundated with options. For the most part, this is a good thing. Competition in the industry means most firms now offer no-commission online...