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The certification is generally considered the gold standard in the financial planning industry. [3] The certification is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board), which was founded in 1985 as a 501(c)(3) non-profit organization; it is neither a government designation nor an accredited degree.
Financial certifications demonstrate a professional's expertise in the financial services industry, whether the focus is on accounting, financial planning or investing. Checking out the ...
An advisor with any of the following certifications belongs to an organization that expects its members to act in the client’s best interest: Accredited Investment Fiduciary (AIF) Certified ...
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 ...
To make matters more confusing, "anyone can call themselves a fiduciary," says Blaine Aikin, executive chairman and fiduciary expert at Fi360, a fiduciary education and training company ...
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 ...