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Encyclopedia > Finance designations

There are a variety of Finance designations or Accreditations that can be earned, and awarded to those in the finance industry.


They vary by sector, country, and occupation.

Contents

Certified Financial Planner

The Certified Financial Planner (CFP®) designation is a certification mark for financial planners conferred by the Certified Financial Planner Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee. The Certified Financial Planner (CFP) and certification marks are financial planning credentials awarded by the Certified Financial Planner Board of Standards Inc. ...


Chartered Financial Analyst

Chartered Financial Analyst (CFA) is a professional designation offered by the CFA Institute (formerly known as AIMR) to financial analysts who complete a series of three examinations and work for at least four years in the investment decision making process. CFA charterholders are also obliged to adhere to a strict Code of Ethics and Standards governing their professional conduct. Chartered Financial Analyst (CFA) is a professional designation offered by the CFA Institute (formerly known as AIMR) to financial analysts who complete a series of three examinations and work for at least four years in the investment decision making process. ...


CFA Institute

Main article: CFA Institute

The CFA Institute is headquartered in the United States Of America at Charlottesville, Virginia with offices in Hong Kong and London. Formerly known as the Association for Investment Management and Research (AIMR), the Institute awards the prestigious Chartered Financial Analyst (CFA) designation. The CFA Institute, headquartered in the USA at Charlottesville, Virginia and formerly known as the Association for Investment Management and Research (AIMR), awards the prestigious Chartered Financial Analyst(CFA) designation. ...


Canadian Securities Institute

CSI Global Education Inc.(CSI), formerly known as the Canadian Securities Institute, was started as the educational body of the IDA (Investment Dealers Associations of Canada). CSI has the exclusive mandate to provide many of the courses and exams required to work within the securities industry in Canada. CSI offers, among others, the Canadian Securities Course (CSC), the first course required to become a securities broker or investment advisor within the Canadian securities industry. The Canadian Securities Institute (CSI) is the educational body of the IDA (Investment Dealers Associations of Canada) in charge of the preparation of profesionals to work in the Canadian financial industry. ...


Independent Financial Adviser

Independent Financial Advisor or IFAs are professionals who offer unbiased advice on financial matters to their clients and recommend suitable financial products from the whole of the market. Independent Financial Advisers or IFAs are professionals who offer unbiased advice on financial matters to their clients and recommend suitable financial products from the whole of the market. ...


Chartered Insurance Institute

The Chartered Insurance Institute (also known as the CII) is a United Kingdom based professional organisation for those working in the insurance and financial services industry. The Chartered Insurance Institute is a United Kingdom based professional organisation for those working in the insurance and financial services industry. ...


 
 

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