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Chartered Financial Planner
The Chartered Financial Planner is a qualification for professional financial planners and financial advisers awarded by the Chartered Insurance Institute. By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession; in the United Kingdom, it is a widely accepted 'gold standard' within the profession. As at May 2016, there were over 36,000 members of the Personal Finance Society (the principal professional body for financial advisers in the UK), of which over 5,000 hold Chartered Financial Planner status. Since 2012, financial adviser firms can apply for Corporate Chartered Financial Planners status, if they qualify under a number of criteria. Fewer than 500 firms can boast Corporate Chartered Financial Planners status. The titles of Chartered Financial Planner and Chartered Financial Planners were granted by the Chartered Insurance Institute (CII). The Privy Council authorised the CII to is ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Financial Planners
A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: * integrate into the range of professional services (eg: lawyer, accountant); or * integrate into the offer of a range of financial products and services (eg: financial advisor, insurance agent); or * not be integrated into other products or services, providing stand alone financial planning. Scope Financial planning should cover all areas of the client's financial needs and should result in the achievement of each of the client's goals as required. The scope of planning would usually include the following: * Risk management and insurance planning: managing cash flow risks through sound risk management and insurance techniques * Investment and planning issues: planning, creating and managing capital accumulation ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Chartered Financial Analyst
The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the American-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals. The program teaches a wide range of subjects relating to advanced investment analysis - including security analysis, statistics, probability theory, fixed income, derivatives, economics, financial analysis, corporate finance, alternative investments, portfolio management - and provides a generalist knowledge of other areas of finance. A candidate who successfully completes the program and meets other professional requirements is awarded the "CFA charter" and becomes a "CFA charterholder". As of March 2022, at least 175,000 people are charterholders globally, growing 3.5% annually since 2012 (including effects of the pandemic). Successful candidates take an average of four years to earn their CFA charter. The top e ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Financial Risk Manager
Global Association of Risk Professionals (GARP) is a not-for-profit organization and a membership association for risk managers. Its services include setting standards, training, education, industry networking, and promoting risk management practices. Founded in 1996 and headquartered in Jersey City, New Jersey, with additional offices in London, Washington, D.C., Beijing, and Hong Kong. GARP offers several foundational and certificate programs, the best known of which is the ''Financial Risk Manager (FRM)'' certification. GARP also runs initiatives such as thGARP Risk Institute (GRI)anGARP Benchmarking Initiative (GBI)for research and thought leadership efforts within the risk purview. History GARP was founded in 1996 by Marc Lore and Lev Borodovsky, two risk managers. They had been meeting once a week at a New York pub to talk about their chosen field with other risk colleagues and decided that a more formal organization would benefit other risk professionals. About six months ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Chartered Market Technician
The CMT Association is a non-profit, global, professional organization of technical analysis, technical analysts headquartered in New York City, servicing over 9,000 market analysis professionals in around 80 countries. The CMT Association certifies that an individual is competent in the use of technical analysis via the Chartered Market Technician (CMT) designation. Chartered Market Technician As with similar finance organizations that establish standards of competence for its members, the CMT Association provides a self-developed standard of proficiency. The Chartered Market Technician program is the examination series that demonstrates proficiency in technical analysis. Candidates who pass the program's three examination levels, and who are also full members of the CMT Association, earn the Chartered Market Technician designation (CMT), certifying that the individual is competent in the use of technical analysis. See also * Technical analysis * Certified Financial Technician * L ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Investment Management Consultants Association
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. IMCA is both a certification organization and a membership association. Membership IWI members work in all areas of the financial services industry. Approximately half serve at major national and regional brokerage firm A broker is a person or firm who arranges transactions between a buyer and a seller for a commission when the deal is executed. A broker who also acts as a seller or as a buyer becomes a principal party to the deal. Neither role should be confu ...s; about a quarter of IWI members work independently. In 2011, IWI reported that membership had grown to 8,400. By 2013, IWI membership topped 9,000—a 7 percent increase over the previous year. In September 2013, Tim Whiting was hired as national sales direct ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Certified Public Accountant
Certified Public Accountant (CPA) is the title of qualified accountants in numerous countries in the English-speaking world. It is generally equivalent to the title of chartered accountant in other English-speaking countries. In the United States, the CPA is a license to provide accounting services to the public. It is awarded by each of the 50 states for practice in that state. Additionally, all states except Hawaii have passed mobility laws to allow CPAs from other states to practice in their state. State licensing requirements vary, but the minimum standard requirements include passing the Uniform Certified Public Accountant Examination, 150 semester units of college education, and one year of accounting-related experience. Continuing professional education (CPE) is also required to maintain licensure. Individuals who have been awarded the CPA but have lapsed in the fulfillment of the required CPE or who have requested conversion to inactive status are in many states permitt ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
American Academy Of Financial Management
The American Academy of Financial Management (AAFM) was a US-based board of standards, certifying body, and accreditation council focused on the finance sector and wealth management professionals.. AAFM was superseded by the Global Academy of Finance and Management. History The AAFM was founded in 1996 through a merger of the American Academy of Financial Management & Analysts (AAFMA) and the Founders Advisory Committee of the Original Tax and Estate Planning Law Review. In January 2015, the AAFM sold its intellectual property to the Global Academy of Finance & Management – the logo for which is the same as that of the AAFM with different letters – and the International Board of Certification Standards, which now awards the AAFM's certifications in the United States. The AAFM offered multiple professional membership, certifications, and designations. Members had to have come through one of the AAFM-recognized university programs or through a government-recognized e ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Financial Adviser
A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and Series 66 or Series 65 qualification examination. According to the U.S. Financial Industry Regulatory Authority (FINRA), qualification designations and compliance issues must be reported for public view. Details of formal compliance issues can be found on thInvestment Adviser Public Disclosure(IAPD) website and details of non-formal issues can be found oOnesta FINRA specifies the following groups who may use the term ''financial advisor:'' brokers, investment advisers, private bankers, accountants, lawyers, insurance agents and financial planners. Financial advisors need to be able to take the full picture of the client's financial situation ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Chartered Certified Accountant
Founded in 1904, the Association of Chartered Certified Accountants (ACCA) is the global professional accounting body offering the Chartered Certified Accountant qualification (ACCA). It has 240,952 members and 541,930 future members worldwide. ACCA's headquarters are in London with principal administrative office in Glasgow. ACCA works through a network of over 110 offices and centres in 51 countries - with 346 Approved Learning Partners (ALP) and more than 7,600 Approved Employers worldwide, who provide employee development. The term 'Chartered' in ACCA qualification refers to the Royal Charter granted in 1974. 'Chartered Certified Accountant' is a legally protected term. Individuals who describe themselves as Chartered Certified Accountants must be members of ACCA and if they carry out public practice engagements, must comply with additional regulations such as holding a practising certificate, carrying liability insurance and submitting to inspections. The Association ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Chartered Tax Adviser
The Chartered Institute of Taxation (CIOT) is a registered charity (number 1037771) and the leading professional body in the United Kingdom concerned solely with taxation. The CIOT deals with all aspects of direct and indirect taxation. Activities and membership The primary purpose of the CIOT is to promote education in and the study of the administration and practice of taxation. One of its key aims is to achieve a better, more efficient, tax system for all affected by it – taxpayers, advisers and the authorities. The CIOT's comments and recommendations on tax issues are made solely in order to achieve its aims: it is entirely apolitical in its work. The CIOT administers and awards two qualifications: the CTA (Chartered Tax Adviser) qualification for domestic tax practitioners in the United Kingdom, and ADIT (the Advanced Diploma in International Taxation) for international tax professionals around the world. Membership is awarded on passing the Institute's CTA examinations ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
