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Personal finance society, a professional body for financial advisors in the United Kingdom; Personal Financial Specialist, a financial planning credential granted by the American Institute of Certified Public Accountants; Primerica Financial Services, an independent financial services company in North America
When it comes to managing your retirement funds, you’ll likely want to work with a CFP, chartered financial analyst (CFA) or a personal financial specialist (PFS).
Travelers Group included Primerica Financial Services, Smith Barney, and other financial businesses. Joe Plumeri was chairman and CEO of Primerica Financial Services from 1995 to 1999. [ 25 ] [ 26 ] [ 27 ] In 1998, Primerica had net income of $398 million on net sales of $1.65 billion.
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.
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The Chartered Financial Planner [1] is a qualification for professional financial planners [2] and financial advisers [3] awarded by the Chartered Insurance Institute.. By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession; in the United Kingdom, it is a widely accepted 'gold standard' within the ...
AICPA and its predecessors date back to 1887, when the American Association of Public Accountants (AAPA) was formed. [4] [5] The Association went through several name changes over the years: the Institute of Public Accountants (1916), the American Institute of Accountants (1917), and the American Society of Public Accountants (1921), which merged into the American Institute of Accountants in ...
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