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  2. Professional certification in financial services - Wikipedia

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

    The Chartered Financial Consultant (ChFC) is the "advanced financial planning" designation awarded by The American College of Financial Services. To secure the designation, applicants must have three years of full-time business experience within the preceding five years and must complete nine college-level courses; the award is also contingent ...

  3. CRPC vs. CFP: Designations for Financial Advisors - AOL

    www.aol.com/crpc-vs-cfp-designations-financial...

    CRPC vs. CFP: Key Differences CRPC vs. CFP Comparison Key Areas CPFA CFP Professional Focus Retirement planning Broad range of financial advisory services from budgeting and saving to funding ...

  4. Certified Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial_Planner

    The certification is generally considered the gold standard in the financial planning industry. [3] The certification is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board), which was founded in 1985 as a 501(c)(3) non-profit organization; it is neither a government designation nor an accredited degree.

  5. List of professional designations in the United States

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

    Certifications are usually awarded by professional societies or educational institutes. Obtaining a certificate is voluntary in some fields, but in others, certification from a government-accredited agency may be legally required to perform certain jobs or tasks.

  6. CFP vs. CMA: Which Type of Financial Advisor Do I Need? - AOL

    www.aol.com/finance/cfp-vs-cma-designations...

    You can identify the specialization of a financial advisor through the certifications that they hold. When looking for a financial professional, understanding the key differences between a CFP and ...

  7. 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 ...

  8. What Are the Differences Between Beneficiary Designations and ...

    www.aol.com/beneficiary-designations-vs-wills...

    What Is a Beneficiary Designation? A beneficiary designation assigns a person or party to receive benefits from a financial product, such as a retirement account or life insurance policy. For ...

  9. Chartered financial consultant - Wikipedia

    en.wikipedia.org/wiki/Chartered_Financial_Consultant

    Applications of comprehensive financial planning and consulting Exams are closed-book and proctored for each course much like any business course offered by an accredited institution. [ 5 ] To maintain the designation, holders must complete 30 hours of continuing education every two years and adhere to The American College Code of Ethics and ...

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