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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. Professional certification in financial services - Wikipedia

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

    Following is a partial list of professional certifications in financial services, with an overview of the educational and continuing requirements for each; see Professional certification § Accountancy, auditing and finance and Category:Professional certification in finance for all articles.

  5. List of professional designations in the United States

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

    Minimum degree and practice requirements for certification as a Certified Dietitian or Certified Dietitian Nutritionist. Must be certified or eligible for certification by the Commission on Dietetic Registration to be eligible for initial state certification (must be eligible to hold RD/RDN credentials [Registered Dietitian/Registered Dietitian ...

  6. Independent financial adviser - Wikipedia

    en.wikipedia.org/wiki/Independent_Financial_Adviser

    The list of appropriate qualifications is determined by the Financial Services Skills Council at the behest of the FCA. Up to the end of 2012 all financial advisers only required a qualification at Level 3 or above of the Qualifications and Credit Framework. From the end of 2012, financial advisers will need to be qualified at Level 4 or above.

  7. 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 ...

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