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  2. Professional certification in financial services - Wikipedia

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

    The Fellow Chartered Financial Practitioner (FChFP) designation [10] is a financial planning designation issued by the Asia Pacific Financial Services Association (APFinSA). [11] Candidates must have 2 years of full-time experience, and then pass 6 exams.

  3. 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.

  4. Certified Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial_Planner

    The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) [1] in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), [2] the owner of the CFP mark outside of the United States.

  5. 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 ...

  6. Top 5 Financial Advisor Professional Organizations - AOL

    www.aol.com/finance/top-5-financial-advisor...

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  7. List of accounting roles - Wikipedia

    en.wikipedia.org/wiki/List_of_accounting_roles

    They may even have their CPA, or be a CPA candidate. In addition to general accounting duties, they help company's management to analyze the economic health of the organization, usually through timely financial reports and counsel. They may or may not have supervisory responsibilities over junior accountants and/or clerical personnel. [5]

  8. Top 10 financial New Year’s resolutions and how to fulfill them

    www.aol.com/finance/top-10-financial-resolutions...

    Also, check your retirement and bank accounts, insurance policies and other financial accounts to make sure your beneficiary designations are up to date. 10. Look for ways to make money

  9. Chartered financial consultant - Wikipedia

    en.wikipedia.org/wiki/Chartered_Financial_Consultant

    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, equivalent to 27 semester credit hours (9 courses). [5] Students must master over 100 topics on integrated advanced financial planning, covering areas such as [1] [5]