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  2. List of securities examinations - Wikipedia

    en.wikipedia.org/wiki/List_of_securities...

    (Additional to these, it offers various training courses and workshops. [5]) The South African Institute of Stockbrokers [6] administers the six exams required to become a qualified stockbroker, so as to manage a member firm of the JSE; other requirements are 3 years' work experience, and specified education.

  3. Professional certification in financial services - Wikipedia

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

    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 ...

  4. CFA Institute - Wikipedia

    en.wikipedia.org/wiki/CFA_Institute

    The Association for Investment Management and Research (AIMR) was founded in 1990 as the umbrella organization for the ICFA and the FAF, still separate entities at that time. ICFA and the FAF consolidated under AIMR in 1999. [8] In 2004, the Association for Investment Management and Research voted to change its name to the CFA Institute. [11]

  5. Certified Management Accountant - Wikipedia

    en.wikipedia.org/wiki/Certified_Management...

    Certified Management Accountant (CMA) is a professional certification credential in the management accounting and financial management fields. The certification signifies that the person possesses knowledge in the areas of financial planning, analysis, control, decision support, and professional ethics.

  6. Actuarial credentialing and exams - Wikipedia

    en.wikipedia.org/wiki/Actuarial_credentialing...

    The education system in Australia is divided into three components: an exam-based curriculum; a professionalism course; and work experience. [1] The system is governed by the Institute of Actuaries of Australia. [2] The exam-based curriculum is in three parts.

  7. Series 7 exam - Wikipedia

    en.wikipedia.org/wiki/Series_7_Exam

    In the United States, the Series 7 exam, also known as the General Securities Representative Exam (GSRE), is a test for entry-level registered representatives, that demonstrates competency to buy or sell security products such as corporate securities, municipal securities, options, direct participation programs, investment company products and variable contracts.

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  9. 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.