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In the US, many state securities and insurance regulators do not allow financial professionals to use a designation — in particular a "senior" designation — unless it has been accredited by either the American National Standards Institute or the National Commission for Certifying Agencies. [4]
Obtaining a certificate is voluntary in some fields, but in others, certification from a government-accredited agency may be legally required to perform certain jobs or tasks. Organizations in the United States involved in setting standards for certification include the American National Standards Institute (ANSI) and the Institute for ...
Courses and designations Designation Papers Theme Level I LOMA 280 or LOMA 281 Principles of Insurance LOMA 290 or LOMA 291 Insurance Company Operations Associate, Life Management Institute (ALMI) All papers in Level I LOMA 301 or LOMA 302 Insurance Administration LOMA 307 or LOMA 308 Business and Financial Concepts for Insurance Professionals
In the United States, Certified Insurance Counselor (CIC) is an insurance agent professional certification designation. The CIC certification program was started by the National Alliance for Insurance Education & Research in Austin, Texas in 1969. [ 1 ]
According to the American College, "[a]ll ChFC advisors are required to do the same for clients that they would do for themselves in similar circumstances, the standard of ethical behaviour most beneficial for their clients." [2] Since 1982, approximately 40,000 people have earned the ChFC through regionally accredited program courses and exams ...
A broker (Series 7) may also be a financial planner. Any advisor can say they are a financial planner; they do not have to hold the CFP (Certified Financial Planner) designation to do so. A financial adviser may create financial plans for clients or sell financial products, or a combination of both. They may also provide insight on savings. [3]
The Pennsylvania Insurance Department is a cabinet-level agency in Pennsylvania, United States. It was founded in 1873 and has several main functions, including: [2] To audit insurance companies' finances; Issue licenses to insurance industry individuals and companies; Regulate insurance policies and rates
The Chartered Financial Planner [1] is a qualification for professional financial planners [2] and financial advisers [3] awarded by the Chartered Insurance Institute.. By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession; in the United Kingdom, it is a widely accepted 'gold standard' within the ...