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  2. Professional certification in financial services - Wikipedia

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

    The Chartered Alternative Investment Analyst (CAIA) designation is a financial certification for investment professionals conferred by the CAIA Association. The curriculum is designed to provide finance professionals with a broad base of knowledge in alternative investments. Candidates must complete two examinations in succession and pay an ...

  3. 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 ...

  4. Chartered Financial Analyst - Wikipedia

    en.wikipedia.org/wiki/Chartered_Financial_Analyst

    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.

  5. From CFP to CPA: 6 Financial Certifications and How To ... - AOL

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  6. What Certifications Do My Financial Advisor Need? - AOL

    www.aol.com/certifications-financial-advisors...

    Financial advisors are professionals who work with clients to help them with their finances and investments. Advisors may work with clients holistically to develop broad financial plans, or they ...

  7. 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 ...

  8. Series 7 exam - Wikipedia

    en.wikipedia.org/wiki/Series_7_Exam

    In the United States, the Series 7 exam, also known as the General Securities Representative Exam (GSRE), is a test for entry-level registered representatives, that demonstrates competency to buy or sell security products such as corporate securities, municipal securities, options, direct participation programs, investment company products and variable contracts.

  9. Chartered Alternative Investment Analyst - Wikipedia

    en.wikipedia.org/wiki/Chartered_Alternative...

    The Chartered Financial Analyst designation of the CFA Institute; Certified International Investment Analyst; The Financial Risk Manager (FRM) international professional certification offered by the Global Association of Risk Professionals; The Certified Management Accountant certification offered by Institute of Management Accountants.

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