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The International Certificate in Corporate Finance (ICCF) [26] is a professional designation for employees in corporate finance, covering financial analysis, valuation and decision making. The program comprises three 6-week online courses, three major cases studies, and a 2 hour final exam.
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. In the United States, a financial adviser carries a Series 7 and ...
See Professional certification in financial services. The institute is the pre-eminent Financial Planning professional body in the UK, holding the licence to award the globally recognised Certified Financial Planner (CFP) designation. Well known, is its CISI Diploma in Capital Markets (previously, SII Diploma).
Certified International Investment Analyst. Certified mortgage consultant. Certified mortgage planner. Certified Risk Analyst. Certified Risk Professional. Certified Securities Investment Advisor. Certified Treasury Professional. Chartered Alternative Investment Analyst. Chartered Enterprise Risk Actuary.
v. t. e. A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg: lawyer ...
The name changed in 1997 to the Institute of Financial Services. In the same year, the Certificate in Mortgage Advice and Practice (CeMAP) was introduced – this was the first qualification for UK mortgage professionals. [3] In 2001 the institute launched the first personal finance qualifications for young people in the UK, equivalent to an AS ...
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