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  2. Certified Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial_Planner

    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. To receive authorization to use the designation, a candidate must meet education, examination, experience, and ...

  3. 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 ...

  4. 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 ...

  5. 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 ...

  6. Year-end financial checklist: Your guide to reviewing and ...

    www.aol.com/finance/financial-planning-checklist...

    Take control of your financial future with this detailed checklist covering everything from your savings and investments to insurance needs and estate planning.

  7. List of professional designations in the United States

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

    Senior Living Certification Commission (SLCC) is a nonprofit corporation, autonomous from Argentum, with its own governing Board of Commissioners. SLCC offers a voluntary certification program for assisted living executive directors. Certified Healthcare Simulation Educator: CHSE Society for Simulation in Healthcare

  8. How To Choose the Right Financial Planning Software for Your ...

    www.aol.com/choose-financial-planning-software...

    To help you get started, here are some well-known financial planning software options. For budgeting and money management, tools like Albert and YNAB (You Need a Budget) offer straightforward ...

  9. Financial management advisor - Wikipedia

    en.wikipedia.org/wiki/Financial_management_advisor

    The financial management advisor (FMA) is a professional designation of the Canadian Securities Institute (CSI), the official educator of the Canadian securities industry. The FMA is a personal financial planning designation which is usually a precursor to the certified financial planner (CFP) designation.

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