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Financial certifications demonstrate a professional's expertise in the financial services industry, whether the focus is on accounting, financial planning or investing. Checking out the ...
CIMA professionals provide investment advice and guidance to both individuals and institutions. [7] In April 2011, CIMA certification earned accreditation by the American National Standards Institute, making it the only financial services designation in the United States accredited under an international personnel certification standard (ISO ...
Traditional financial advisors, such as brokers at a financial services firm, are only legally required to make suitable recommendations for clients, based on their investment objectives and risk ...
Chartered financial consultant (ChFC) is the advanced financial planning designation awarded by The American College of Financial Services to individuals that have completed the specific training and have had three years of relevant business experience. [1]
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 ...
To make matters more confusing, "anyone can call themselves a fiduciary," says Blaine Aikin, executive chairman and fiduciary expert at Fi360, a fiduciary education and training company.
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