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2. Financial literacy curriculum - Wikipedia

   en.wikipedia.org/wiki/Financial_Literacy_Curriculum

   A comprehensive financial literacy curriculum provides basic knowledge and skills in personal financial management, such as budgeting, saving, investing, managing credit, retirement planning, and consumer awareness, enabling individuals to make informed financial decisions. [7] [2] Free financial literacy curricula, widely offered by government ...

3. Chartered financial consultant - Wikipedia

   en.wikipedia.org/wiki/Chartered_Financial_Consultant

   Applications of comprehensive financial planning and consulting Exams are closed-book and proctored for each course much like any business course offered by an accredited institution. [ 5 ] To maintain the designation, holders must complete 30 hours of continuing education every two years and adhere to The American College Code of Ethics and ...

4. Professional certification in financial services - Wikipedia

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

   The Chartered Financial Consultant (ChFC) is the "advanced financial planning" designation awarded by The American College of Financial Services. To secure the designation, applicants must have three years of full-time business experience within the preceding five years and must complete nine college-level courses; the award is also contingent ...

5. Certified Financial Planner Board of Standards - Wikipedia

   en.wikipedia.org/wiki/Certified_Financial...

   Certified Financial Planner Board of Standards, Inc., is an American 501(c)(6) nonprofit organization that sets and upholds standards for financial planning. It administers Certified Financial Planner certification - which is widely recognized by the public, advisors, and firms as the standard for financial planners - so that the public has access to the benefits of competent and ethical ...

6. Financial management advisor - Wikipedia

   en.wikipedia.org/wiki/Financial_management_advisor

   The FMA is awarded by the CSI automatically upon the completion of the required coursework with an average of 60% or better consisting of three courses and six exams ranging in length from two to three hours: the Canadian Securities Course (CSC), the Professional Financial Planning Course (PFPC), and the Wealth Management Techniques Course (WMTC).

7. I’m a Financial Planner: This Psychological Hack Is ‘Key’ To ...

   www.aol.com/m-financial-planner-psychological...

   Try It: 3 Signs You’ve ‘Made It’ Financially, According to Financial Influencer Genesis Hinckley Discover More: I’m a Financial Advisor — 10 Most Awesome Things You Can Do for Your ...