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  2. Certified Insurance Counselor - Wikipedia

    en.wikipedia.org/wiki/Certified_Insurance_Counselor

    The CIC certification program was started by the National Alliance for Insurance Education & Research in Austin, Texas in 1969. [1] Some CIC courses can be used to fulfill state continuing education requirements for licensing as an insurance agent. [2] The CIC program is for agency owners, producers, agents, brokers, and agency and company ...

  3. Professional certification in financial services - Wikipedia

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

    The Certificate in Quantitative Finance (CQF) [28] is an online part-time financial engineering program; it was founded by Paul Wilmott in 2003, and is conferred by the CQF Institute. [29] The CQF can be completed as a single six-month program or split into two three-month levels.

  4. Insurance - Wikipedia

    en.wikipedia.org/wiki/Insurance

    An independent insurance consultant advises insureds on a fee-for-service retainer, similar to an attorney, and thus offers completely independent advice, free of the financial conflict of interest of brokers or agents. However, such a consultant must still work through brokers or agents in order to secure coverage for their clients.

  5. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/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.

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  7. Institute of Management Consultants USA - Wikipedia

    en.wikipedia.org/wiki/Institute_of_Management...

    The Institute of Management Consultants USA (IMC USA) is a professional association and the sole certifying body for individual management consultants in the United States. It awards the Certified Management Consultant (CMC) as an evidence of professional consulting experience, technical competence, client satisfaction and adherence to rigorous ...

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