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The 11 specialist certificates offered by the Canadian Securities Institute are intended to provide specialized knowledge in a specific aspect of financial/investment management. [6] Some are stand-alone; some provide interim qualifications for pursuing a designation. They are: Retirement Strategy; Investment Dealer Compliance; Financial ...
The International Certificate in Corporate Finance (ICCF) [26] is a professional designation for employees in corporate finance, covering financial analysis, valuation and decision making. The program comprises three 6-week online courses, three major cases studies, and a 2-hour final exam.
Corporate Finance Institute (CFI) is an online training and education platform for finance and investment professionals based in Vancouver Canada. It provides courses and certifications in financial modeling, valuation, and other corporate finance topics.
Wealth management strategies will vary based on the specific needs of the client. Overall, the reason to use a wealth management firm is to seek strategies to help maintain and grow your total wealth.
The Investments and Wealth Institute (IWI), previously known as Investment Management Consultants Association (IMCA), was founded in 1985 in Colorado to provide investment consulting and wealth management credentials and educational offerings for its members.
The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals.
7. A bond ladder. A bond ladder is a series of bonds that mature at different times over a period of years. The staggered maturities allow you to decrease reinvestment risk, which is the risk of ...
Wealth management by financial advisors takes a more holistic view of a client, with allocations to particular asset management strategies. The term fund manager, or investment adviser in the United States, refers to both a firm that provides investment management services and to the individual who directs fund management decisions. [2]
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