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  2. Certified Insurance Counselor - Wikipedia

    en.wikipedia.org/wiki/Certified_Insurance_Counselor

    The CIC certification program was started by the National Alliance for Insurance Education & Research in Austin, Texas in 1969. [1] Some CIC courses can be used to fulfill state continuing education requirements for licensing as an insurance agent. [2] The CIC program is for agency owners, producers, agents, brokers, and agency and company ...

  3. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    For example, a licensed insurance agent may be qualified to sell both life insurance and variable annuities, because the insurance agent holds an insurance license and holds the Series 7 qualification examination. A broker (Series 7) may also be a financial planner.

  4. Do I Need a Financial Advisor or Insurance Agent? - AOL

    www.aol.com/finance/financial-advisor-insurance...

    An insurance agent's main job is to sell you an insurance policy, not necessarily give comprehensive financial advice. A financial advisor who's also a licensed insurance agent, on the other hand ...

  5. List of professional designations in the United States

    en.wikipedia.org/wiki/List_of_professional...

    The minimum degree required for licensure as a Registered Nurse Associate Degree in Paramedicine: N/A The minimum degree required for licensure as a Paramedic State Licensure (post-nominals different then degree) Certified Nursing Assistant: CNA Assistive personnel that is state licensed and works under the direction of a Registered Nurse

  6. Do I Need an Insurance Broker or Agent? - AOL

    www.aol.com/insurance-broker-agent-140004937.html

    Insurance Brokers vs. Insurance Agents. broker in insurance. There are two types of insurance agents, and both work slightly differently than insurance brokers. Captive agents are professionals ...

  7. Independent financial adviser - Wikipedia

    en.wikipedia.org/wiki/Independent_Financial_Adviser

    The term is commonly used in the United Kingdom where IFAs are regulated by the Financial Conduct Authority (FCA) and must meet strict qualification and competence requirements. Typically an independent financial adviser will conduct a detailed survey of a client’s financial position, preferences and objectives; this is sometimes known as a ...