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  2. Professional certification in financial services - Wikipedia

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

    It comprises two sequential examinations. The qualification is accredited by the International Federation of Technical Analysts and the Chartered Institute for Securities & Investment. Designants are also entitled to the above Certified Financial Technician (CFTe) designation and certain Chartered Wealth Management Qualification (CWM) exemptions.

  3. Certified Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial_Planner

    The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) [1] in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), [2] the owner of the CFP mark outside of the United States.

  4. CPWA vs. CFP: Which Financial Advisor Do You Need? - AOL

    www.aol.com/cpwa-vs-cfp-financial-advisor...

    Continue reading → The post CPWA vs. CFP: Designations for Financial Advisors appeared first on SmartAsset Blog. When working with a financial advisor, their certification can help you quickly ...

  5. CFP vs. CMA: Which Type of Financial Advisor Do I Need? - AOL

    www.aol.com/finance/cfp-vs-cma-designations...

    You can identify the specialization of a financial advisor through the certifications that they hold. When looking for a financial professional, understanding the key differences between a CFP and ...

  6. Chartered financial consultant - Wikipedia

    en.wikipedia.org/wiki/Chartered_Financial_Consultant

    According to the American College, "[a]ll ChFC advisors are required to do the same for clients that they would do for themselves in similar circumstances, the standard of ethical behaviour most beneficial for their clients." [2] Since 1982, approximately 40,000 people have earned the ChFC through regionally accredited program courses and exams ...

  7. Fiduciary vs. Financial Advisor: What’s the Difference? - AOL

    www.aol.com/fiduciary-vs-financial-advisor...

    Working with a financial advisor has its benefits. These professionals can help you analyze your finances, define your goals and create a plan to reach them -- whether it's buying a house, paying ...