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  2. Professional certification in financial services - Wikipedia

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

    The Chartered Financial Consultant (ChFC) is the "advanced financial planning" designation awarded by The American College of Financial Services. To secure the designation, applicants must have three years of full-time business experience within the preceding five years and must complete nine college-level courses; the award is also contingent ...

  3. Certified Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial_Planner

    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.

  4. Institute of Chartered Financial Analysts of India - Wikipedia

    en.wikipedia.org/wiki/Institute_of_Chartered...

    Indian companies have tied up with other Indian bodies like AMFI or NSE in offering investment designations and courses.As per information on ICFAI Tripura website this has DEC Approval and Recognition of Directorate of Distance Education, The Institute of Chartered Financial Analysts of India University, Tripura, by the Distance Education ...

  5. Certified Financial Planner Board of Standards - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial...

    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 ...

  6. Corporate Finance Institute - Wikipedia

    en.wikipedia.org/wiki/Corporate_Finance_Institute

    Corporate Finance Institute (CFI) is an online training and education platform for finance and investment professionals based in Vancouver Canada. It provides courses and certifications in financial modeling, valuation, and other corporate finance topics.

  7. Chartered accountant (India) - Wikipedia

    en.wikipedia.org/wiki/Chartered_accountant_(India)

    A Chartered Accountant in India performs following activitieshttps: [3] [4] Offers advice in financial planning. Planning budget and other financial system. Treasury and tax related advises. Performance of Annual financial audits. Assessing companies financial risk. Preparation of financial statements. Financial planning and forecasting.

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