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2. Investment Management Consultants Association - Wikipedia

   en.wikipedia.org/wiki/Investment_Management...

   The Investments and Wealth Institute (IWI), previously known as Investment Management Consultants Association (IMCA), was founded in 1985 in Colorado to provide investment consulting and wealth management credentials and educational offerings for its members. IMCA is both a certification organization and a membership association. [1]

3. Professional certification in financial services - Wikipedia

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

   The program covers a considerably wide range of topics relating to advanced investment management and security analysis - thus economics, financial reporting and analysis, corporate finance, alternative investments and portfolio management - and provides a generalist knowledge of other areas of finance. The program consists of three ...

4. Chartered Financial Analyst - Wikipedia

   en.wikipedia.org/wiki/Chartered_Financial_Analyst

   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.

5. Wealth management - Wikipedia

   en.wikipedia.org/wiki/Wealth_management

   Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...

6. 6 Best Wealth Management Firms for 2024 - AOL

   www.aol.com/finance/6-best-wealth-management...

   This makes it by far the largest private wealth management firm in the U.S. in terms of assets under management, according to Barron's. Its top team manages more than $35 billion in assets alone.

7. American Academy of Financial Management - Wikipedia

   en.wikipedia.org/wiki/American_Academy_of...

   The American Academy of Financial Management (AAFM) was a US-based board of standards, certifying body, and accreditation council focused on the finance sector and wealth management professionals. [1] AAFM was superseded by the Global Academy of Finance and Management (GAFM).