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  2. List of professional designations in the United States

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

    Certified Financial Planner Board of Standards: Certified Divorce Financial Analyst: CDFA: Institute for Divorce Financial Analysts: Certified Anti-Money Laundering Specialist: CAMS: Association of Certified Anti-Money Laundering Specialists: Certified Financial Consultant: CFC: Institute of Financial Consultants: Certified Credit Union ...

  3. Investment Management Consultants Association - Wikipedia

    en.wikipedia.org/wiki/Investment_Management...

    CIMA professionals provide investment advice and guidance to both individuals and institutions. [7] In April 2011, CIMA certification earned accreditation by the American National Standards Institute, making it the only financial services designation in the United States accredited under an international personnel certification standard (ISO ...

  4. CFA Institute - Wikipedia

    en.wikipedia.org/wiki/CFA_Institute

    The Association for Investment Management and Research (AIMR) was founded in 1990 as the umbrella organization for the ICFA and the FAF, still separate entities at that time. ICFA and the FAF consolidated under AIMR in 1999. [8] In 2004, the Association for Investment Management and Research voted to change its name to the CFA Institute. [11]

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

    www.aol.com/finance/cfp-cpa-6-financial...

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

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  7. 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 ...

  8. 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 ...

  9. List of securities examinations - Wikipedia

    en.wikipedia.org/wiki/List_of_securities...

    The Securities Commission of Malaysia (Suruhanjaya Sekuriti Malaysia) provides an overview of licensing/certification in the country for those who deal in securities, derivatives, financial planning, etc. For actual exam detail, see SIDC. Module 6: Stock Market and Securities Law; Module 7: Financial Statement Analysis and Asset Valuation