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Financial analysts invariably use spreadsheets (and statistical software packages) to analyze financial data, spot trends, and develop forecasts. The analyst often also meets with company officials to gain a better insight into a company's prospects and to determine the company's managerial effectiveness.
Certified Financial Planner Board of Standards: Certified Divorce Financial Analyst: CDFA: Institute for Divorce Financial Analysts: Certified Anti-Money Laundering Specialist: CAMS: Association of Certified Anti-Money Laundering Specialists: Certified Financial Consultant: CFC: Institute of Financial Consultants: Certified Credit Union ...
Thomas Jong Lee, commonly known as “Tom” Lee is an American entrepreneur, financial analyst, strategist, investor, businessman, and full-time contributor on CNBC's Fast Money, Tech Check, Halftime Report, and Closing Bell shows.
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.
Professional titles are used to signify a person's professional role or to designate membership in a professional society. Professional titles in the anglophone world are usually used as a suffix following the person's name, such as John Smith, Esq., and are thus termed post-nominal letters.
Wealth management by financial advisors takes a more holistic view of a client, with allocations to particular asset management strategies. The term fund manager, or investment adviser in the United States, refers to both a firm that provides investment management services and to the individual who directs fund management decisions.
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