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2. List of professional designations in the United States

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

   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. Organizations in the United States involved in setting standards for certification include the American National Standards Institute (ANSI) and the Institute for ...

3. 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.

4. Chartered financial consultant - Wikipedia

   en.wikipedia.org/wiki/Chartered_Financial_Consultant

   The authority to use the ChFC mark is granted by the Certification Committee of the Board of Trustees of The American College, and is contingent on adherence to a set of ethical guidelines. [2] According to the American College, "[a]ll ChFC advisors are required to do the same for clients that they would do for themselves in similar ...

5. Financial adviser - Wikipedia

   en.wikipedia.org/wiki/Financial_adviser

   Financial advisers need to pass a series of exams and receive a Diploma in Financial Planning (or, prior to the Retail Distribution Review, a Financial Planning Certificate) and also authorised by the Financial Conduct Authority, a UK government qango that must be satisfied that the adviser is a “fit and proper person” before they may ...

6. California voters may decide if financial literacy should be ...

   www.aol.com/california-voters-may-decide...

   The measure has no formal opposition; polls in support have proved overwhelmingly positive and California for Financial Education, the coalition supporting the measure, blew past their valid ...

7. California Department of Financial Protection and Innovation

   en.wikipedia.org/wiki/California_Department_of...

   The Division of Consumer Financial Protection is responsible for supervising those financial services not previously regulated by the department. The Office of Financial Technology Innovation is responsible for engaging with new industries and consumer advocates to encourage responsible innovation and job creation in California. [7]

8. Certified Insurance Counselor - Wikipedia

   en.wikipedia.org/wiki/Certified_Insurance_Counselor

   The CIC certification program was started by the National Alliance for Insurance Education & Research in Austin, Texas in 1969. [1] Some CIC courses can be used to fulfill state continuing education requirements for licensing as an insurance agent. [2] The CIC program is for agency owners, producers, agents, brokers, and agency and company ...

9. Category : Financial services companies based in California

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

   Pages in category "Financial services companies based in California" The following 96 pages are in this category, out of 96 total.