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  2. List of securities examinations - Wikipedia

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

    The Securities Commission of Malaysia (Suruhanjaya Sekuriti Malaysia) provides an overview of licensing/certification in the country for those who deal in securities, derivatives, financial planning, etc. For actual exam detail, see SIDC. Module 6: Stock Market and Securities Law; Module 7: Financial Statement Analysis and Asset Valuation

  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. Stock certificate - Wikipedia

    en.wikipedia.org/wiki/Stock_certificate

    Certificate for a share in Kennet and Avon Canal Navigation, Great Britain, 1808. In corporate law, a stock certificate (also known as certificate of stock or share certificate) is a legal document that certifies the legal interest (a bundle of several legal rights) of ownership of a specific number of shares (or, under Article 8 of the Uniform Commercial Code in the United States, a ...

  5. From CFP to CPA: 6 Financial Certifications and How To ... - AOL

    www.aol.com/finance/cfp-cpa-6-financial...

    Managing your finances, figuring out how to pay your taxes, and planning for the future can be confusing and sometimes frustrating. Luckily, there are a variety of financial professionals you can...

  6. What Certifications Do My Financial Advisor Need? - AOL

    www.aol.com/finance/certifications-financial...

    Financial advisors are professionals who work with clients to help them with their finances and investments. Advisors may work with clients holistically to develop broad financial plans, or they ...

  7. Category:Professional certification in finance - Wikipedia

    en.wikipedia.org/wiki/Category:Professional...

    Pages in category "Professional certification in finance" The following 49 pages are in this category, out of 49 total. This list may not reflect recent changes .

  8. Series 7 exam - Wikipedia

    en.wikipedia.org/wiki/Series_7_Exam

    In the United States, the Series 7 exam, also known as the General Securities Representative Exam (GSRE), is a test for entry-level registered representatives, that demonstrates competency to buy or sell security products such as corporate securities, municipal securities, options, direct participation programs, investment company products and variable contracts.

  9. What happens to your investment account after you die? - AOL

    www.aol.com/finance/what-happens-to-investment...

    Certified Financial Planner (CFP) ... Send all documentation as one complete package. Missing or incorrect paperwork causes the most common delays. ... stocks and bonds from a taxable investment ...