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  2. JPMorgan launches financial planning tool that ‘makes the ...

    www.aol.com/news/j-p-morgan-launches-financial...

    J.P. Morgan Wealth Management Head of Digital Wealth Planning and Advice Sam Palmer joins Yahoo Finance Live to discuss launching the free digital money coach/tool 'Wealth Plan', how J.P, Morgan ...

  3. Frank (company) - Wikipedia

    en.wikipedia.org/wiki/Frank_(company)

    Frank was an American technology company that helped students find free scholarship money through an online college financial planning platform. [1] Launched in 2016 by 24-year-old Charlie Javice, the software guided students through the online FAFSA (Free Application for Federal Student Aid) application, helping them complete more than 100 questions within a few minutes.

  4. Professional certification in financial services - Wikipedia

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

    It comprises sequential modules in (i) financial securities, (ii) financial markets, and then (iii) a role specific selection from fixed income, derivatives, or fund management. The three exams typically take between 18 months and two years to complete. Candidates become full Members and may use the post-nominal "MCSI".

  5. Corporate Finance Institute - Wikipedia

    en.wikipedia.org/wiki/Corporate_Finance_Institute

    It provides courses and certifications in financial modeling, valuation, and other corporate finance topics. This includes the skills CFI deems important for modern finance - such as Microsoft Excel, presentation and visuals - as well as underlying knowledge of accounting and business strategy.

  6. Chartered Financial Analyst - Wikipedia

    en.wikipedia.org/wiki/Chartered_Financial_Analyst

    The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals.

  7. JPMorgan warns 86 million customers they might have to start ...

    www.aol.com/finance/jpmorgan-warns-86-million...

    The potential charges, says Marianne Lake, CEO of consumer and community banking at JPMorgan, are a result of new regulatory rules that cap overdraft and late fees. Lake says Chase will be passing ...

  8. Financial Modeling World Cup - Wikipedia

    en.wikipedia.org/wiki/Financial_Modeling_World_Cup

    The MEWC began in 2021 as the FMWC Open, an Excel Esports tournament. The competition was a standalone event that did not impact the Financial Modeling World Cup Rankings in regular seasons. [1] The tournament consisted of a Qualification Round, with the top 128 qualifiers advancing to a single elimination tournament. [5]

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