Accredited Automated Clearing House Professional (AAP) is a professional designation awarded to experts in electronic payments systems.

Salaries for Accredited Automated Clearing House Professional

An accredited automated clearing house professional (AAP) is a professional designation awarded by Nacha, previously called the National Automated Clearinghouse Association, to individuals who are experts in electronic payments. To pass the Accredited Automated Clearing House Professional (AAP) exam, applicants should understand ACH rules and regulations, operational requirements, ACH products and applications, the electronic payments cycle, risk management, marketing ACH services, providing ACH-related customer service, and more. An accredited automated clearing house professional (AAP) is a professional designation awarded by Nacha, previously called the National Automated Clearinghouse Association, to individuals who are experts in electronic payments. To address the growing threat of cybersecurity, Nacha's newest designation, accredited payments risk professional (APRP), recognizes professionals for their exceptional payments systems risk expertise. The ACH network is the way that billions of crucial electronic payments reach their designated recipients who rely on the network to receive multiple payments such as direct deposits of paychecks and government benefits.

Accredited Automated Clearing House Professional (AAP)

Accounting Standards Executive Committee (AcSEC) is now called the Financial Reporting Executive Committee.

Accounting Standards Executive Committee Name Changed to Financial Reporting Committee

Financial Reporting Executive Committee - FinREC

The Accounting Standards Executive Committee (AcSEC) is the former senior technical organization within the American Institute of Certified Public Accountants (AICPA) that determined the AICPA's technical policies related to financial reporting standards. FinREC is responsible for compiling letters of comments on behalf of the AICPA to external groups including the Securities and Exchange Commission (SEC) and the Financial Accounting Standards Board (FASB).
The American Institute of Certified Public Accountants (AICPA) was founded in 1887, under the name American Association of Public Accountants, to ensure that accountancy gained respect as a profession and was practiced by ethical, competent professionals. The Accounting Standards Executive Committee (AcSEC) is the former senior technical organization within the American Institute of Certified Public Accountants (AICPA) that determined the AICPA's technical policies related to financial reporting standards. It sets standards for obtaining and maintaining the CPA designation, which is earned by accountants who pass a series of accounting exams and satisfy other experience requirements, and oversees CPA practitioners to make sure they are meeting competence and performance standards.
Members of the AICPA consist of professionals in business and industry, public practice, government, and education. The Accounting Standards Executive Committee (AcSEC) manages the technical aspects of the American Institute of Certified Public Accountants (AIPCA).

Accounting Standards Executive Committee (AcSEC)

An Accredited Advisor in Insurance (AAI) is a professional designation for certain insurance producers.

An Accredited Advisor in Insurance (AAI) is a credential earned by insurance professionals after a course of study and a series of examinations. Other continuing education programs for the insurance space overseen by the Institutes include Associate in Claims (AIC) and Associate in Claims-Management (AIC-M) programs to improve technical skills related to handling claims, as well as Associate in Risk Management (ARM) and Associate in Commerical Underwriting (AU) programs. The knowledge gained from the course of study required to pass these tests can aid insurance agents selling sophisticated products or dealing with unusually complex insurance situations. The Institutes estimates it will take a minimum of nine to 15 months in order to complete the program, which covers courses on multiline insurance, agency leadership, and agency sales management, along with a course on the foundations of insurance production. Insurance companies that deal routinely with complex client or insurance scenarios may seek out potential hires with the AAI credential to ensure they deal appropriately with sophisticated and lucrative potential sales opportunities.

Accredited Advisor In Insurance (AAI)

An Accredited Personal Financial Planning Specialist is a CPA with special training in providing financial advice to families and individuals.

An accredited personal financial planning specialist is a certified public accountant (CPA) who has obtained special training in providing financial advice to families and individuals. An accredited personal financial planning specialist can help clients plan for retirement, pay down debt, save for college, create a savings portfolio, and advise on other personal financial matters for individuals and families. To obtain it, candidates must first become CPAs before writing an exam overseen by the American Institute of Certified Public Accountants (AICPA).
Accredited personal financial planning specialists can help their clients with financial challenges such as paying off debts, saving for retirement, and putting together investment portfolios. To become an accredited personal financial planning specialist, CPAs must first complete a financial planning examination administered by the American Institute of Certified Public Accountants (AICPA). An accredited personal financial planning specialist needs to pass a planning examination given by the American Institute of Certified Public Accountants (AICPA), have two years of full-time experience, and be able to acquire 75 hours of formal education.

Accredited Personal Financial Planning Specialist

Associate in Insurance Accounting and Finance is a professional designation program for preparing financial statements for insurers.

Associate in Insurance Accounting and Finance (AIAF)

Associate in Insurance Accounting and Finance (AIAF) is a professional designation program to help accounting and finance staff, line of business managers, agents, and brokers learn the practices and principles of preparing financial statements for insurers. Its other professional designations include:
Associate in Claims (AIC)
Associate in Commercial Underwriting (AU)
Associate in General Insurance (AINS)
Associate in Risk Management (ARM)
Associate in Insurance Data Analytics (AIDA)
Chartered Property Casualty Underwriter (CPCU)
Associate in Insurance Services (AIS)
Associate in Management (AIM) Candidates for the Associate in Insurance Accounting and Finance (AIAF) must complete the following courses:
Insurer Accounting Management
Insurer Risk and Capital Management
Connecting the Business of Insurance Operations
Impacting the Bottom Line of Insurance Financials
Ethical Decision Making in Risk and Insurance Associate in Insurance Accounting and Finance (AIAF) is a professional designation program to help accounting and finance staff, line of business managers, agents, and brokers learn the practices and principles of preparing financial statements for insurers. The Associate in Insurance Accounting and Finance (AIAF) is a professional designation to help accounting, finance, and other staff to learn how to prepare financial statements in the insurance industry.

An associate in claims (AIC) is a professional designation for professionals with enhanced skill training to handle different types of claims.

In the insurance industry, an associate in claims (AIC) designation signifies specialized training and skills in the handling of various types of insurance claims. If someone is already working in the insurance industry as an independent insurance adjuster, a staff claims representative, an examiner, a public adjuster, or anyone else looking to move up in the insurance industry, the AIC certification may also help. In the insurance industry, an associate in claims (AIC) designation signifies specialized training and skills in the handling of various types of insurance claims. Through the AIC program, Michael becomes equipped not just with technical know-how relating to the claims assessment process, but also with a broad base of knowledge about how the different parts of the insurance industry fit together. An associate in claims (AIC) is a professional certification for insurance claims adjusters conferred by the Insurance Institute of America.

Associate In Claims (AIC)

An Associate in Management (AIM) designation is a management certificate offered in the risk management and property-casualty insurance industry.

The Associate In Management (AIM) Designation is a professional certification in the insurance industry. It is considered an advanced designation in the insurance sector and is overseen by The Institutes, the professional education organization of the property-casualty insurance industry. Required courses for the AIM include Management, Human Resources Management and Managing Business Organizations Today, along with two courses in Ethics, including Ethical Guidelines for Insurance Professionals and Ethics and the CPCU Code of Professional Conduct. Although the AIM curriculum focuses primarily on general managerial principles and techniques, individual candidates can further bolster their marketability by pursuing additional education and experience in areas such as law, accounting, and financial analysis. In some cases, insurance managers will help assist in the planning of high-level strategies such as whether to insure new types of risks, and what level of insurance premiums to charge.

Associate In Management (AIM)

The American Academy of Financial Management was a globally recognized academic institution that issued a number of credentials and designations.

George Mentz, JD, MBA, CWM - GAFM & AAFM Board of Standards - Founder

The American Academy of Financial Management (AAFM) was an organization with members spanning more than 151 countries across the globe that offered exclusive designations for financial professionals. The American Academy of Financial Management (AAFM) offered certifications and charters for those in industry roles such as a financial professional, wealth manager, market analyst, financial and investment planner, asset manager, trust and estate planning analyst, or an economist. Training partners included Deutsche Bank, Citibank, Xerox, NASA, HSBC Bank, China Construction Bank, National Bank of Kuwait, the Government of Dubai, BAE Systems, the United States Securities and Exchange Commission (SEC), the U.S. Navy, the Department of Energy, the Department of Interior, 3M Asia Pacific, Dow Chemical, Hewlett Packard Singapore, Indian Overseas Bank, Shangri La Hotels, and literally hundreds more. The certificates and charters offered by AAFM applied to financial professionals, wealth managers, market analysts, financial and investment planners, asset managers, trust and estate planning analysts, and economists. The American Academy of Financial Management (AAFM) was an organization with members spanning more than 151 countries across the globe that offered exclusive designations for financial professionals.

American Academy of Financial Management (AAFM)

Accounting & Financial Women's Alliance is an organization of female accountants and finance professionals promoting their interests in these fields.

Accounting & Financial Women's Alliance (AFWA) is a national organization of female accountants and finance professionals in America that aims to further the interests of women in these fields. Accounting & Financial Women's Alliance (AFWA) is a national organization of female accountants and finance professionals in America that aims to further the interests of women in these fields. Even though certified public accountants (CPAs) and accountants who work for corporations represent the core membership of AFWA, a growing number of professional women who work in other financial disciplines are joining the organization. One important goal that AFWA is working towards is a greater percentage of women in upper management and other key leadership roles at accounting firms, financial institutions, and finance departments at corporations. Thus, in 2013 the group morphed into AFWA to encompass more women in an expanded boundary of accounting and finance.

Accounting & Financial Women's Alliance (AFWA)

The American Woman's Society of Certified Public Accountants (AWSCPA) was a trade group of CPAs in America that served women in the profession. 

American Woman's Society of Public Accountants. AWSCPA History 75 Years

American Woman's Society of CPAs to Join AICPA

AWSCPA was founded in 1933 and ceased operations in 2017 when it was absorbed into the American Institute of Certified Public Accountants (AICPA).
Founded by nine women CPAs in 1933, the AWSCPA was created to further advance women in the profession. The American Woman's Society of Certified Public Accountants (AWSCPA) was a trade group of CPAs in America, which served women in the profession. The American Woman's Society of Certified Public Accountants (AWSCPA) was a trade group of certified public accountants in America with the goal of serving and advancing women in the profession. In 2017, AWSCPA joined the American Institute of CPAs (AICPA) and ceased to exist as its own entity, operating as a division under the American Institute of CPAs.

American Woman's Society of Certified Public Accountants (AWSCPA)

The Associate in Marine Insurance Management (AMIM) is a professional designation for those working in ocean and inland marine insurance.

Associate in Marine Insurance Management (AMIM®)

The AMIM’s areas of expertise include ocean marine insurance, inland marine insurance, principles of risk management and insurance, and insurance company operations. Subjects covered in the required courses include shipping fundamentals, cargo insurance policies, cargo underwriting, hull insurance, insurance company operations, and fine arts insurance. The four required courses are ocean marine insurance, inland marine insurance, managing evolving risks, and connecting the business of insurance operations. Associates in marine insurance management may specialize in marine underwriting, brokerage, or even customer service representatives for marine insurance companies.

Associate in Marine Insurance Management (AMIM)

Associate In Premium Auditing (APA) is a professional designation for accountants specializing in auditing and other duties for insurance companies. 

Associate In Premium Auditing (APA) is a professional designation awarded by The Institutes, a nonprofit trade organization that provides training for those who are in, or who want to join, the insurance industry. A person holding the Associate in Premium Accounting designation has a comprehensive education in insurance contracts, auditing procedures, principles of insurance accounting, casualty insurance company accounting, and the relationship of premium auditing to other insurance operations. Another requirement, the subjects covered include insurance rates and rate regulation, workers compensation insurance, premium determination and construction operations, maritime workers compensation, commercial general liability, business auto, motor carrier, garage, and commercial property/inland marine insurance and premium determination, and other premium auditor roles. One of the CPCU courses, this mandatory class uses real-world scenarios to cover such topics as regulating insurance operations, marketing and distributing insurance, underwriting risk, understanding risk control and premium auditing, analyzing claims, developing insurance rates, exploring reinsurance, evaluating technology needs, and examining strategic management. Topics include insurance law, premium audit planning, review of insured’s employees and operations, accounting system evaluation, audit program design, data verification and analysis, premium audit report, communication and premium auditing, professionalism in premium auditing, and premium audit technology.

Associate In Premium Auditing (APA)

An AFSB is a designation earned by bond producers, bond underwriters, and claims adjusters and conferred by The Institutes.

These introductory courses cover the principles of suretyship, contract surety, commercial surety and crime insurance, business law for insurance professionals, and finance and accounting for insurance professionals. The AFSB coursework provides a broad range of industry knowledge on subjects such as the commercial surety industry, the legal landscape of the insurance industry, and the methods used to assist corporate decision making. Although the AFSB is ultimately bestowed by the American Institute for Chartered Property Casualty Underwriters (AICPCU), the coursework and exams are overseen by The Institutes, a subsidiary of AICPCU which provides educational resources to insurance professionals. Associate in Fidelity and Surety Bonding (AFSB) is a certification earned by professionals in the insurance industry.

Associate In Fidelity And Surety Bonding (AFSB)

An Associate in Commercial Underwriting (AU) is a person with qualifications to evaluate risk for insurance companies.

An Associate in Commercial Underwriting (AU) is a professional credential awarded to a financial professional qualified to evaluate risk for commercial insurance companies. The Institutes also offers the following professional designations, among others: Chartered Property Casualty Underwriter (CPCU); Associate in General Insurance (AINS); Associate in Loss Control (ALCM); Associate in Risk Management (ARM); Accredited Adviser in Insurance (AAI); Associate in Reinsurance (ARe); Associate in Insurance Accounting and Finance (AIAF); Associate in Insurance Services (AIS); and Associate in Management (AIM).
Completing the AU program may grant you credits toward one or more of these other credentials. An Associate in Commercial Underwriting (AU) is a professional credential awarded to a financial professional qualified to evaluate risk for commercial insurance companies. Once the qualification has been secured, certified AUs can, if they wish, take one additional module, AU 67: Strategic Underwriting Techniques, to earn the Associate in Commercial Underwriting—Management (AU-M) designation. The Associate in Commercial Underwriting (AU) is a credential earned by professionals in the field of commercial insurance underwriting.

Associate in Commercial Underwriting (AU)

Associate in Insurance Services (AIS) is a designation earned by insurance professionals and conferred by The Institutes.

The Associate in Insurance Services (AIS) is a professional certification in the insurance industry that emphasizes general knowledge about the industry, its products, and its regulatory landscape. Completing the program may give applicants credit toward another designation, the Associate in Surplus Lines Insurance (ASLI)
The AIS designation is commonly sought by professionals wishing to enter the insurance industry or as part of an ongoing professional education program. The Associate in Insurance Services (AIS) is a professional certification in the insurance industry that emphasizes general knowledge about the industry, its products, and its regulatory landscape. ” This foundational course provides an overview of the insurance industry, including describing the needs of potential insurance clients, and surveys some common management techniques professionals can use. The Associate in Insurance Services, or AIS, is a professional designation in the insurance industry.

Associate in Insurance Services (AIS)

An Associate in Loss Control Management (ALCM) was a professional designation offered by the Insurance Institute of America (IIA). 

An Associate in Loss Control Management (ALCM) was offered as a professional designation by the Insurance Institute of America (IIA), a professional education organization for the risk management and property-casualty insurance industries. An Associate in Loss Control Management (ALCM) was a professional designation earned after the successful completion of a self-study program and passing five national examinations given by the Insurance Institute of America (IIA). The IIA was the only property insurance professional organization for 33 years, until the introduction of the American Institute for Property and Liability Underwriters in 1942. The IIA was the only property insurance professional organization for 33 years, until the introduction of the American Institute for Property and Liability Underwriters in 1942.

Associate in Loss Control Management (ALCM)

The Associate In Personal Insurance designation is earned for completing training in personal lines insurance. It is conferred by The Institutes. 

The Associate in Personal Insurance (API) is a professional certification in the insurance industry. The first of these includes courses on underwriting and marketing practices in the personal insurance industry, portfolio management, property and liability insurance, and personal insurance. As its name suggests, the API is focused on personal lines insurance, which is the type of insurance that protects against personal injury, death, or loss of property. By obtaining the API, professionals can demonstrate that they have knowledge of non-commercial insurance products, including critical skills such as insurance underwriting, premium setting, marketing, and portfolio management. To obtain the API, candidates must develop extensive knowledge about the kinds of insurance policies sold in the personal insurance market.

Associate in Personal Insurance (API)

The Associate in Reinsurance (ARe) is an insurance industry certification which emphasizes the skills and knowledge needed in the reinsurance sector.

The Associate in Reinsurance (ARe) is a professional certification in the insurance industry, which emphasizes the skills and knowledge relevant to the reinsurance sector. As its name suggests, the ARe is focused on professionals working on the reinsurance sector, which is the segment of the insurance industry dedicated to managing the risks faced by insurance companies themselves. The Foundation courses include fundamentals of personal and commercial insurances, reinsurance principles and best practices, contemporary issues facing the reinsurance industry, and insurance company operations. Typically, it takes candidates between 12 and 18 months to complete the required courses.﻿﻿ Thankfully, many of the courses involved can also be used to obtain other insurance-industry designations such as the Chartered Property Casualty Underwriter (CPCU), Associate in Risk Management (ARM), and Associate in Insurance Accounting and Finance (AIAF). Candidates who wish to obtain the ARe designation must take a series of exams that cover different aspects of reinsurance contracts and the reinsurance industry.

Associate in Reinsurance (ARe)

Associate in Research and Planning (ARP) is a professional designation awarded by the Insurance Institute of America (IIA).

Associate in Research and Planning (ARP) is a professional designation awarded by the Insurance Institute of America (IIA). This in turn allows insurance companies to make more intelligent and profitable decisions around what insurance contracts to enter into, and what insurance premiums to charge. ARPs play a central role in this process, performing functions such as estimating the likely profitability of new market segments, summarizing financial statements and other relevant information, and stress-testing financial models to estimate the likelihood and impact of higher-than-expected claims. For example, ARPs working in the health insurance sector may benefit from prior experience in medicine, while those insuring complex financial instruments may leverage experience working in the capital markets. Through her research, she helped her employer manage their risks when selling insurance products to tenants, landlords, real estate developers, and other customers with exposure to real estate.

Associate In Research And Planning (ARP)

An associate in risk management designation is a nationally recognized educational program for dedicated risk management professionals. 

An Associate in Risk Management (ARM) designation is a nationally recognized program developed by the Insurance Institute of America, or The Institutes, for dedicated risk management professionals. The ARM course program consists of three courses—ARM 400, ARM 401, and ARM 402—which includes an overview of risk management, how to assess risk, and insuring against risk.
A person with an associate in risk management (ARM) designation is deemed competent in the risk management process, including legal foundations of property, personnel, and net income loss exposure, and can assist in making risk management decisions to any organization's exposures to accidental and business losses. Associate in risk management (ARM) is a designation awarded to risk management professionals who have successfully completed the ARM program. The first course, ARM 400, introduces the principles and practices of risk management and delivers a broad overview of what risk is, how to identify and analyze risk, and how to deal with certain financial risks. The ARM program consists of three parts: risk management, risk assessment, and risk treatment.

Associate in Risk Management (ARM)

Associate in Surplus Lines Insurance (ASLI) is a professional designation obtained by those working in the surplus line insurance industry.

Associate in Surplus Lines Insurance (ASLI)

Associate in Surplus Lines Insurance (ASLI) is a professional designation for agents, brokers, risk managers, underwriters, claims professionals, regulators and other professionals who work in the surplus lines insurance industry. Associate in Surplus Lines Insurance (ASLI) is a professional designation for agents, brokers, risk managers, underwriters, claims professionals, regulators and other professionals who work in the surplus lines insurance industry. The ASLI core curriculum covers insurance regulations and the conditions under which surplus lines insurance can be offered to clients. The curriculum also contains instruction on products such as management liability insurance, environmental damages insurance, and insurance related to cybersecurity issues. The surplus lines insurance market relates to insurance risks for which only out-of-state insurers will write coverage.

Associate In Surplus Lines Insurance (ASLI)

Board Certified In Estate Planning (BCE) is a certification offered in the past by the Institute of Business & Finance (IBF). 

Certified Estate and Trust Specialist (CES)

Board Certified in Estate Planning (BCE) was a professional certification offered by the Institute of Business & Finance (IBF).
Board Certified in Estate Planning (BCE) was a certification offered by the IBF. The program was aimed at brokers, advisors and financial planners whose clients are interested in estate accumulation, preservation and distribution, or any other aspects of estate planning. Credits earned via the BCE program can be used to satisfy any related continuing education (CE) requirements dictated by state regulations, subject to the program receiving state approval. In addition, this certification covers in-depth aspects of financial and legal issues related to designating an individual’s wishes and intended representative for living trusts, living wills, and situation involving incapacitation.

Board Certified In Estate Planning (BCE)

The Canadian Institute of Chartered Accountants is a nonprofit organization for accounting professionals in Canada.

CPA Canada is a national organization of accounting professionals that was established in 2013 by the CICA and the Society of Management Accountants of Canada (CMA Canada).
The Canadian Institute of Chartered Accountants is one of the founding members of the Global Accounting Alliance (GAA) and the International Federation of Accountants (IFAC). The term Canadian Institute of Chartered Accountants (CICA) refers to a nonprofit organization representing accounting professionals in Canada. As a response to member and stakeholder consultation, the CICA, CMA Canada, and Certified General Accountants of Canada (CGA Canada) issued A Framework for Uniting the Canadian Accounting Profession in January 2012. Professional accountants must:
have a university degree
have prequalification through a provincial accounting system
have working experience
pass the exam given by Chartered Professional Accountants of Canada (CPA Canada)

Canadian Institute of Chartered Accountants (CICA)

The Casualty Actuarial Society (CAS) is a society of actuaries practicing mathematics, finance, economics, insurance, risk management, and actuarial science.

The Casualty Actuarial Society (CAS) is a professional society of actuaries, and the accrediting body for the Associate of the Casualty Actuarial Society (ACAS) and the Fellow of the Casualty Actuarial Society (FCAS) designations. The Casualty Actuarial Society (CAS) is a professional society of actuaries, and the accrediting body for the Associate of the Casualty Actuarial Society (ACAS) and the Fellow of the Casualty Actuarial Society (FCAS) designations. The Casualty Actuarial Society (CAS) requires all candidates to qualify through a series of rigorous actuarial exams, covering all aspects of actuarial practice including mathematics, finance, economics, insurance, enterprise risk management, and actuarial science. CAS is also a credentialing body, issuing the Associate of the Casualty Actuarial Society (ACAS) and the Fellow of the Casualty Actuarial Society (FCAS) professional designations. The CAS offers two professional credentials, the Associate of the Casualty Actuarial Society (ACAS) and the Fellow of the Casualty Actuarial Society (FCAS).

Casualty Actuarial Society (CAS)

A Chartered Business Valuator (CBV) is a professional designation for valuation specialists in Canada offered by the CBV Institute (formerly the Canadian Institute of Chartered Business Valuators).

When and How to Engage a Chartered Business Valuator (“CBV”)

A Chartered Business Valuator (CBV) is a professional designation for business valuation specialists in Canada. Charted Business Valuator (CBV) is offered by the CBV Institute (formerly the Canadian Institute of Chartered Business Valuators (CICBV)).
Business valuation refers to the process of determining the economic value of a whole business or company unit.
Business valuation specialists quantify the value of a business, its securities, or its intangible assets. Here are some examples of litigation situations where a CBV professional may be engaged:
Breach of contract
Loss of profits
Business interruption
Personal injury
Expropriation
Shareholder disputes
Matrimonial disputes
Here are some non-litigation situations where the services of a CBV professional may be necessary:
Income tax matters
Estate planning and corporate reorganizations
Mergers, acquisitions, and divestitures
Management buy-outs
Financial reporting (IFRS and ASPE)
Unanimous shareholder agreements (USA)
Employee share ownership plans (ESOP)
Since the introduction of fair value accounting standards for valuing securities—such as FASB Accounting Standards Code topic 820 (Fair Value Measurements)—valuation as a specialized finance profession CBV professionals may elect to use a cost-based approach, a discounted cash flow (intrinsic value) approach, or a market-based (relative value) approach. A Chartered Business Valuator (CBV) is a professional designation for business valuation specialists in Canada.

Chartered Business Valuator (CBV)

A Certified Divorce Financial Analyst uses their knowledge of tax law, asset distribution, and financial planning to facilitate divorce settlements.

A Certified Divorce Financial Analyst (CDFA) uses their knowledge of tax law, asset distribution, and short- and long-term financial planning to achieve equitable divorce settlements. A Certified Divorce Financial Analyst (CDFA) uses their knowledge of tax law, asset distribution, and financial planning to achieve equitable settlements for divorcing couples. In a nutshell, CDFAs are best at providing advice for:
Valuing assets and debts
Valuing the marital home
Dividing retirement and pension accounts
The amount and duration of alimony
Tax implications of alimony and property division
Setting up a budget for life after the divorce CDFAs are required to have several years of relevant experience and pass an exam designed by the Institute for Divorce Financial Analysts (IDFA) to receive the designation.

Certified Divorce Financial Analyst (CDFA)

The Certificate in Investment Performance Measurement (CIPM) signifies competency in the evaluation of investment performance figures.

Pass Rate for 2019 CFA Institute CIPM® Final Exam is 54%

The Certificate in Investment Performance Measurement (CIPM) is an internationally recognized accreditation offered by the CFA Institute. Once accepted into the program, successful candidates must complete two exams, both of which are proctored, close-booked exams lasting 180 minutes.﻿﻿ All candidates must agree to abide by the CIPM Code of Ethics and Standards of Professional Conduct, while also maintaining ongoing education requirements after obtaining the CIPM. The CIPM is an important designation within the financial services industry, because it helps provide confidence that the investment performance figures used throughout the industry can be relied upon by all involved. Candidates who wish to obtain the CIPM designation must have at least two years of professional experience in roles specifically related to calculating and reporting investment performance figures. After all, since industry advertisements often feature return on investment (ROI) figures for products such as mutual funds, hedge funds, or individual securities, it is very important for the investing public to be able to trust that these figures are being calculated and presented on an “apples-to-apples” basis.

Certificate in Investment Performance Measurement (CIPM)

A Certified Commercial Investment Member (CCIM) is a recognized expert in the disciplines of commercial and investment real estate. 

To earn the CCIM designation, one must meet the following requirements:
Complete an education component, pass the exam, complete the membership application, and pay annual dues.﻿﻿ The education component consists of the below:
(CI 101) Financial Analysis for Commercial Investment Real Estate;
(CI 102) Market Analysis for Commercial Investment Real Estate;
Negotiation Training;
(CI 103) User Decision Analysis for Commercial Investment Real Estate;
(CI 104) Investment Analysis for Commercial Investment Real Estate;
Online Ethics Course. A Certified Commercial Investment Member (CCIM) is a recognized designation granted by the CCIM Institute to experts in the fields of commercial and investment real estate. According to the CCIM Institute, less than 10% of commercial real estate investors and advisors hold the CCIM designation, and CCIMs on average complete 42% more transactions annually than a specialist broker, making them a more attractive resource for clients. Certified Commercial Investment Member (CCIM) designees are proficient in the areas of investment analysis, market analysis, user decision analysis, and financial analysis for commercial real estate.

Certified Commercial Investment Member (CCIM)

Certified Employee Benefit Specialist (CEBS) is a professional designation earned by those who negotiate and oversee employee benefits packages.

CEBS. Certified Employee Benefit Specialist Program

The two main areas covered by the CEBS designation are group health and other benefit plans, and retirement benefits packages
CEBS candidates must complete five core courses drawn from two related credentials: the Group Benefits Associate (GBA) and Retirement Plans Associate (RPA) designations. To prepare them for this role, the CEBS curriculum teaches retirement-related skills such as how to design employee profit-sharing plans, how to comply with financial reporting requirements, how to navigate special situations such as corporate reorganizations, and how to encourage tax efficiencies and effective corporate governance. The CEBS curriculum includes various technical skills, such as how to manage the financial risks associated with different benefits plans, how to use discounted cash flow analysis to estimate the likely cost of a plan, and how to evaluate the initial pricing of a group insurance product. Certified Employee Benefit Specialist (CEBS) is a professional designation earned by those who administer employee benefits packages.

Certified Employee Benefit Specialist

A Master Analyst in Financial Forensics (MAFF) is a specialized accounting credential certifying expertise in identifying financial crimes.

Master Analyst in Financial Forensics: Designation Application,

Candidates for a Master Analyst in Financial Forensics certification must first hold one of the following certifications: CVA—Certified Valuation Analyst; ABAR—Accredited in Business Appraisal Review; ABV—Accredited in Business Valuation; ASA—Accredited Senior Appraiser; AM—Accredited Member of the ASA; CBA—Certified Business Appraiser; CBV—Chartered Business Valuator; CDFA—Certified Divorce Financial Analyst; CFA—Chartered Financial Analyst; CFE—Certified Fraud Examiner; CFF—Certified in Financial Forensics; CIRA—Certified Insolvency & Restructuring Advisor; CMA—Certified Management Accountant; CM&AA— Certified Merger & Acquisition Advisor; Cr.FA—Certified Forensic Accountant; CPA—Certified Public Accountant; CA—Chartered Accountant; MCBA—Master Certified Business Appraiser; or other accounting or financial credentials subject to NACVA approval, and a bachelor's degree in a business field from an accredited university/college or a master’s degree or doctorate in a field of business To prepare for the exam, NACVA sponsors and recommends a five-day course entitled, _Financial Litigation Consulting Professionals Workshop_.
MAFF candidates must choose one of the following areas of specialization:
Commercial Damages and Lost Profits
Matrimonial Litigation
Bankruptcy, Insolvency, and Restructuring
Business Valuation in Litigation
Business and Intellectual Property Damages
Personal Injury and Wrongful Death
Forensic Accounting
Fraud Risk Management A Master Analyst in Financial Forensics (MAFF) is a specialized accounting credential that certifies one's expertise in identifying financial crimes.

Master Analyst in Financial Forensics (MAFF)

A certified fraud examiner is a professional certification available to examiners. It is issued by the world's largest anti-fraud organization.

Make Your Career Count: How to find your way as an anti-fraud professional

No One Would Listen: A True Financial Thriller

Ex-SEC investigator settles whistleblower retaliation lawsuit

How a Financial Panic Helped Launch the New York Stock Exchange

Corruption and Fraud Stunt Third-World Growth

A Certified Fraud Examiner (CFE) is a professional certification available to fraud examiners by the world's largest anti-fraud organization. CFE applicants must have at least two years of experience, have 50 points based on experiences like education and professional affiliations, and pass a certification exam to receive the CFE designation. A Certified Fraud Examiner (CFE) is a professional certification available to fraud examiners. The CFE designation is issued by the Association of Certified Fraud Examiners (ACFE), the world's largest anti-fraud organization, based in Austin, Texas.

Certified Fraud Examiner (CFE)

A Certified Senior Consultant was someone certified in key issues facing seniors, including government benefits, income streams, and long-term care.

A Certified Senior Consultant (CSC) was a professional with specific knowledge, education, and insight into the unique challenges seniors face with financial planning, investments, and life in general. To that end, the six-part program focused on the following topics:
Aging and Society
Health Transitions as People Grow Older
Quality-of-Life Choices for Older Adults
Financial & Estate Planning for Age 65 and Older
Federal & State Programs for Retirement & Health Care
Essential Ethics for Working with Older Adults A Certified Senior Consultant (CSC) was a professional with specific knowledge, education, and insight into the unique challenges seniors face with financial planning, investments, and life in general. The Certified Senior Consultant (CSC) designation was provided by the Institute of Business & Finance (IBF) but is now no longer offered or recognized by the Financial Industry Regulatory Authority (FINRA). The CSC was a professional with specific knowledge, education, and insight into the unique challenges seniors face with financial planning, investments, and life in general.

Certified Senior Consultant (CSC)

A Certified Financial Divorce Practitioner was certified in the financial aspects of divorce. This credential is no longer issued.

A Certified Divorce Financial Practitioner (CDFP) was a specialized credential, no longer issued, that signaled knowledge of tax law, asset distribution, and short- and long-term financial planning applied to divorce settlements. Certified divorce financial analysts can help couples navigate new financial terrain during and after a divorce, such as how to divide retirement accounts, and even how to set up a new budget for expenses after a divorce. A Certified Divorce Financial Practitioner (CDFP) was a specialized credential, no longer issued, that signaled knowledge of tax law, asset distribution, and short- and long-term financial planning applied to divorce settlements. A Certified Divorce Financial Analyst (CDFA) uses their knowledge of tax law, asset distribution, and short- and long-term financial planning to achieve equitable divorce settlements. A Canadian designation, known as the Chartered Financial Divorce Specialist (CFDS), similarly trains financial planners to help clients with their finances regarding matters of cohabitation, separation, and divorce.

Certified Financial Divorce Practitioner (CFDP)

A certified financial planner holds the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc.

Certified Financial Planner (CFP) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement (such as with 401(k)s).
Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the designation is awarded to individuals who successfully complete the CFP Board's initial exams, then continue ongoing annual education programs to sustain their skills and certification.
A certified financial planner (CFP) is an individual that has received a formal designation from the Certified Financial Planner Board of Standards, Inc. Certified Financial Planner (CFP) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement (such as with 401(k)s).
Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the designation is awarded to individuals who successfully complete the CFP Board's initial exams, then continue ongoing annual education programs to sustain their skills and certification.
A certified financial planner (CFP) is an individual that has received a formal designation from the Certified Financial Planner Board of Standards, Inc. Much of this second requirement is typically waived if the candidate holds certain accepted financial designations, such as a chartered financial analyst (CFA) or certified public accountant (CPA) designation, or has a higher degree in business, such as a master of business administration (MBA).
As for professional experience, candidates must prove they have at least three years (or 6,000 hours) of full-time professional experience in the industry, or two years (4,000 hours) in an apprenticeship role, which is then subject to further individualized requirements. The scope includes professional conduct and regulations, financial planning principles, education planning, risk management, insurance, investments, tax planning, retirement planning, and estate planning. Earning the CFP designation involves meeting requirements in four areas: formal education, performance on the CFP exam, relevant work experience, and demonstrated professional ethics.

Certified Financial Planner (CFP)

A Chartered Asset Manager is a financial professional who completes an accredited certification program designed for those new to asset management. 

A Chartered Asset Manager (CAM) is a financial professional who completes an accredited certification program developed for those who need to be knowledgeable about asset management but not necessarily on a day-to-day basis. This course explores how to develop an asset management practice: including the current economic environment, regulation, reporting, compliance, etc.
Investment Management & Managed Funds addresses risk and return, formulas for analyzing investment strategies, and modern portfolio theories.
The Key Financial Decisions module focuses on capital budgeting, dividend policies, and capital structure policy from both the market and political perspectives.
Risk Management explains the risks individuals and businesses face and how to successfully develop a plan for spotting and minimizing them.
Asset Management Strategies and Case Studies deviates from the other courses by having students actively participate in the class. The Chartered Asset Manager (CAM) program is a highly intensive program for professionals with three or more years of financial planning experience consists of the following five courses.
Fundamentals of Asset Management and Financial Strategy is an introduction to the asset management process and skills required for any competent Chartered Asset Manager. A Chartered Asset Manager (CAM) is a financial professional who completes an accredited certification program developed for those who need to be knowledgeable about asset management but not necessarily on a day-to-day basis. The following are attributes the GAFM says candidates will be able to accomplish with the CAM designation:
Define the elements of good asset management practice.
Identify the roles and responsibilities of the asset.

Chartered Asset Manager (CAM)

Chartered Marketing Analyst (CMA) is a certificate awarded by the GAFM Global Academy of Finance and Management.

CHARTERED MARKETING ANALYST CERTIFICATION

The Chartered Marketing Analyst (CMA) is a professional certificate awarded by the GAFM Global Academy of Finance and Management (formerly the American Academy of Financial Management (AAFM)). The key areas of the agenda include:
1.  The competitive environment
2.  The role of marketing
3.  Customer behavior
4.  Developing new products and services
5.  Pricing strategies
6.  Promotion and communication
7.  Distribution and multi-channel considerations
8.  CRM and marketing strategy and planning
The emphasis is practical and pragmatic rather than theoretical, with real case studies from some of the world’s leading institutions.
In addition to holding a relevant bachelor’s degree, and a minimum of four years of qualified professional experience, Chartered Marketing Analyst (CMA) candidates must pass of series of three challenging six-hour exams.
The first focuses on basic financial concepts and can only be taken in June or December. The program is designed to be largely practical, and aimed at those already in the profession at the management level.
The CMA curriculum has been designed to teach the practical marketing techniques and skills required by marketing and customer relationship professionals.
It covers nine major subject areas and utilizes a variety of training techniques. Once all those hurdles are crossed, there are several roles available within the marketing strands of the financial industry, including marketing manager, PR executive, customer relations manager, product line managers, retail banking managers, etc. The Chartered Marketing Analyst™ Program is designed to train individuals in current marketing strategies and technologies that are essential for success in the global changing competitive landscape of marketing.

Chartered Marketing Analyst (CMA)

Chartered portfolio manager is a professional designation offered by the Global Academy of Finance and Management (GAFM).

Chartered portfolio manager is a professional designation offered by the Global Academy of Finance and Management (GAFM), formerly the American Academy of Financial Management. The GAFM awards several of its own designations, including chartered asset manager, chartered market analyst, chartered portfolio manager, chartered trust and estate planner, chartered wealth manager and master financial professional. On the investment side, portfolio managers work with a team of analysts and researchers and are responsible for establishing an investment strategy, selecting appropriate investments and allocating each investment properly for an investment fund or asset management vehicle. Chartered portfolio manager is a professional designation offered by the Global Academy of Finance and Management (GAFM), formerly the American Academy of Financial Management. A portfolio manager is a person or group of people responsible for investing a mutual, exchange-traded or closed-end fund's assets, implementing its investment strategy and managing day-to-day portfolio trading.

Chartered Portfolio Manager (CPM)

Chartered Property Casualty Underwriter (CPCU) is a professional credential earned by specialists in risk management and property-casualty insurance.

Chartered Property Casualty Underwriter (CPCU) is a professional credential earned by individuals who specialize in risk management and property-casualty insurance. Required coursework includes four core courses: foundations of risk management and insurance, insurance operations, business law for insurance professionals, and finance and accounting for insurance professionals. Chartered Property Casualty Underwriter (CPCU) is a professional certification issued by The Institutes and earned by risk management and insurance professionals. Chartered Property Casualty Underwriter (CPCU) is a professional credential earned by individuals who specialize in risk management and property-casualty insurance. Insurance and risk management professionals pursue the CPCU credential to set themselves apart from other industry professionals.

Chartered Property Casualty Underwriter (CPCU)

The chartered investment counselor designation (CIC) is awarded to qualifying financial professionals by the Investment Adviser Association.

Chartered Investment Counselor (CIC) Designation

The chartered investment counselor is a designation awarded to qualifying financial professionals by the Investment Adviser Association
CIC candidates must work with an IAA member firm for at least one year and must have at least five years of experience working in an eligible profession, such as an investment adviser. The term chartered investment counselor (CIC) refers to a designation awarded to qualifying financial professionals by the Investment Adviser Association (IAA). The stated purposes of the Investment Adviser Association are to:
Promote high integrity, public responsibility, and competence in the advisory industry
Represent the profession through the development, formulation, and enactment of legislation
Provide benefits, services, and products that assist and add value to member firms as they conduct their business. Professionals qualify for the designation after working for an IAA-recognized firm for at least one year and have at least five years of experience in an eligible position, such as an investment adviser.

Chartered Investment Counselor (CIC)

The Chartered Insurance Professional (CIP) designation is a professional accreditation within the Canadian property and casualty insurance industry.

The Chartered Insurance Professional (CIP) designation is an influential professional accreditation within the Canadian property and casualty insurance industry. To meet these standards, CIP applicants must complete a series of ten courses in areas such as loss adjusting, the economics of the insurance industry, and specific types of insurance such as automobile and cargo insurance. The five mandatory courses cover general principles and practices of insurance and more specific types of insurance including property, liability, and automobile insurance. In addition to its well-known CIP designation, the Insurance Institute of Canada also offers an Advanced Chartered Insurance Professional certification which requires successfully completing four additional courses. The Insurance Institute of Canada created the CIP as a way to ensure that new professionals entering the property and casualty insurance field would be equipped with a consistently high standard of professional competence and conduct.

Chartered Insurance Professional (CIP)

A chartered life underwriter (CLU) is a professional credential for life insurance professionals.

Chartered life underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance and estate planning. According to The American College of Financial Services, which confers the CLU designation, financial professionals holding a CLU designation can average 51% greater income than their counterparts because they have the specialized skills to help clients.﻿﻿ The program teaches many aspects of personal and business financial planning:
How to set and reach financial goals by analyzing the client's financial life and identifying life and health insurance needs as well as personal property and liability risks
Ways to achieve greater financial security through life insurance and annuity products
How to manage successful businesses with strategic organizational and preventive planning
Ways to enhance estate value, conserve existing assets, and provide for financial security during retirement.
The American College of Financial Services is an accredited non-profit educational institution founded in 1927.﻿﻿ A Chartered Life Underwriter must adhere to The American College of Financial Services’ Code of Ethics, which includes the following professional pledge:
> “I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.”
Furthermore, maintaining the designation requires 30 hours of continuing education every two years, and the designation may be removed for unethical conduct through the certification committee of The American College’s Board of Trustees. To earn the CLU, individuals must complete five core courses plus three elective courses and pass eight 100-question, two-hour examinations. Required course titles include _Fundamentals of Insurance Planning,_ _Individual Life Insurance,_ _Life Insurance Law,_ _Fundamentals of Estate Planning_ and _Planning for Business Owners and Professionals_. Chartered life underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance and estate planning.

Chartered Life Underwriter (CLU)

A certified management accountant (CMA) designation signifies expertise in financial accounting and strategic management.

Certified management accountant (CMA) is an accounting designation that signifies expertise in financial accounting and strategic management. The certified management accountant (CMA) certification, which is issued by the Institute of Management Accountants (IMA), builds on financial accounting proficiency by adding management skills that aid in making strategic business decisions based on financial data. Certified management accountant (CMA) is an accounting designation that signifies expertise in financial accounting and strategic management. For example, in addition to a company’s required GAAP financial statements, CMAs may prepare additional management reports that provide specific insights useful to corporate decision-makers, such as performance metrics on specific company departments, products, or even employees. The certified management accountant (CMA) designation indicates expertise in financial accounting and decision-making.

Certified Management Accountant (CMA)

A Chartered Market Technician (CMT) is a professional technical analyst that holds the CMT designation organized by the CMT Association.

CMT Level III Topic Areas
**Content Areas**
**Percent**
Risk Management
Asset Relationships
Portfolio Management
Behavioral Finance
Volatility Analysis
Classic Methods
CMT Level III Topic Areas
In addition to the above-listed requirements (passing three examination levels), completing the membership application process, and agreeing to the CMT Association’s code of ethics, candidates must secure at least three CMT Charterholder references who can speak to the candidate's knowledge, skill, and ability in the field of technical analysis. If the peer review panel of the MTA Accreditation Committee reviewing your paper passes you, your paper could be published in the MTA's Journal of Technical Analysis.
CMT Level II Topic Areas
**Content Area**
**Percent**
Theory and History
Market Indicators
Construction
Trend Analysis
Chart and Pattern Analysis
Confirmation
Selection and Decision
System Testing Money Management
CMT Level II Topic Areas
The CMT Level III exam tests the candidate on developing logical and consistent research opinions, portfolio strategies, and trading decisions based on a wide range of charts and technical data. CMT Level I Topics Areas
**Content Areas**
**Percent**
Theory and History
Market Indicators
Chart Construction
Trend Analysis
Chart and Pattern Analysis
Confirmation
Selection and Decisionmaking
System Testing
Statistical Analysis
CMT Level I Topics Areas
The CMT Level II exam requires the candidate to demonstrate a greater depth of analysis and use of technical tools. A chartered market technician (CMT®) is a professional technical analyst that holds the CMT designation organized by the CMT Association (formerly the MTA), a global credentialing body with nearly 50 years of service to the financial industry.

Chartered Market Technician (CMT)

The Compliance Registered Options Principal was a supervisory and compliance position that FINRA required of options trading firms until June 2008. 

The CROP could also act as the Senior Registered Options Principal (SROP), another position formerly required by FINRA.
To become a CROP, a person had to pass the Series 4 exam in the United States and the Options Supervisors Course in Canada. The Compliance Registered Options Principal (CROP) was a supervisory and compliance employee position that the Financial Industry Regulatory Authority (FINRA) required of options trading firms. A firm was required to employ a Compliance Registered Options Principal as a firm’s officer or general partner and had the responsibility for ensuring regulatory compliance for its options trading activities for clients' accounts. Compliance Registered Options Principal (CROP) was a supervisory and compliance employee position that FINRA required of options trading firms.

Compliance Registered Options Principal (CROP)

A credit analyst is a financial professional who assesses the creditworthiness of individuals, companies, or securities. 

Occupational Employment and Wages, May 2020: 13-2041 Credit Analysts

Table of Contents
What Is a Credit Analyst?
How Credit Analysts Work
Special Considerations
Credit Analysts and Credit Ratings Common certifications for credit analysts include credit risk certification (CRC), credit business associate (CBA), credit business fellow (CBF), professional certificate in credit, and certified credit executive (CCE). Some credit analysts have chartered financial analyst (CFA) or certified risk analyst (CRA) certifications.
Yes, a credit analyst can be a good job if you have an interest in accounting or finance, along with a desire to help companies and consumers make decisions regarding the extension of credit and the reduction of financial risk. Credit analysts are often called credit risk analysts because credit analysis is a specialized area of financial risk analysis. Credit analysts determine the likelihood that a borrower can repay their financial obligations by reviewing their financial and credit history and determining whether the state of the subject's financial health and the economic conditions are favorable to repayment.

Credit Analyst

Canadian Securities Administrators is a collective forum composed of all the territorial and provincial securities regulators of Canada.

Canadian Securities Regulators Finalize Passport for Registrants and a Streamlined Review Policy for Registration in Multiple Jurisdictions

As an example of the CSA's role as a regulator, during the fiscal year 2018–19, the CSA flagged a wide swath of misconduct, as evidenced by the following data:
It issued more than 100 asset-freeze and cease-trade orders.
It banned 63 people from investing in Canada’s capital markets.
It facilitated the investigation of numerous criminal cases, where at least a dozen culprits were given prison sentences totaling 36 years.
It alerted the public to company malfeasance on 46 separate occasions. The CSA's three core mandates include: protecting investors; promoting fair, transparent, and efficient markets; and the reduction of systemic risk.
The Canadian Securities Administrators seek to cultivate agreement on the policies impacting Canada’s capital markets, investment landscape, and market participants. The CSA's prevailing mission is to bring provincial and territorial securities regulators together to share ideas, and collaboratively design policies and regulations aimed at promoting smooth operations across Canada's nationwide securities industry. The Canadian Securities Administrators (CSA) is an umbrella regulatory organization that serves Canadian markets, securities issuers, and investors.

Canadian Securities Administrators (CSA)

A CTA provides advice regarding the buying and selling of futures contracts, options on futures, or certain foreign exchange contracts.

A commodity trading advisor (CTA) is an individual or firm that provides individualized advice regarding the buying and selling of futures contracts, options on futures, or certain foreign exchange contracts. Registration as a CTA is required by the National Futures Association for individuals or firms who provide advice on commodities trading unless one of the following criteria are met for exemption:
Advice is given to a maximum of 15 people over the past 12 months and the individual or firm does not hold itself to the public as a CTA. Commodity trading advisors require a commodity trading advisor (CTA) registration as mandated by the National Futures Association, the self-regulatory organization for the industry. A commodity trading advisor (CTA) is an individual or firm that provides individualized advice regarding the buying and selling of futures contracts, options on futures, or certain foreign exchange contracts. A commodity trading advisor (CTA) is a registered person or entity providing advice regarding commodities trading.

Commodity Trading Advisor (CTA)

Cum laude is an academic distinction denoting that a degree that was received with honors.

Meaning “with great praise” in Latin, magna cum laude differs from summa cum laude, which in turn means “highest praise” or “highest honor,” representing the highest level of academic distinction. The criteria for earning Latin honors may include grade-point average (GPA), class ranking, the number of credit hours completed, and other academic achievements. The guidelines by which each level of academic honor is achieved differ at academic institutions. That means only a top percentage of a class may receive any honors, and smaller percentages of the student body may receive the magna cum laude and summa cum laude honors designations.

Cum Laude

A daily money manager (DMM) is a person who takes over someone’s day-to-day financial tasks.

A daily money manager is a person who takes over someone’s day-to-day financial tasks. Wealthy people may hire daily money managers to avoid taking care of menial money tasks, or because they feel their time is better spent doing other things that could earn them more money. The daily money manager pays all of the person’s bills, handles things if he is billed incorrectly, balances his checkbook, prepares and makes bank deposits for him, gets his tax information ready, and ensures that his medical bills are processed and paid correctly. Daily money managers offer services to ensure nothing falls through the cracks, including necessities like paying monthly bills, assisting with tax records, balancing checkbooks, decoding medical bills, and negotiating with creditors. The American Association of Daily Money Managers is s trade organization whose mission is to support daily money management services in an ethical manner, to provide information and education to members and the public, and to develop a network of dedicated professionals.

Daily Money Manager (DMM)

Energy Risk Professional (ERP) is a certification awarded to energy industry professionals by the Global Association of Risk Professionals (GARP).

**Prerequisites**: None
**Pass Grade:** Pass/Fail
**Work Experience**: Two years of relevant work experience after the exam
**Exam Date(s)**: May 15, 2021
**Exam Results**: Usually provided within six weeks
**Official Exam Websit**e: http://www.garp.org/erp/
Part I of the exam focuses on the following:
Crude oil and refined product markets
Natural gas and coal markets
Electricity markets and power generation
Part II of the exam focuses on the following:
Financial energy products
Risk assessment and energy price modeling
Risk management tools The study program to become an Energy Risk Professional (ERP) covers physical energy markets, financial trading instruments, valuation and structuring of energy transactions, risk management in financial trading, financial disclosure, accounting, and compliance. Energy Risk Professional (ERP) is a professional designation awarded by the Global Association of Risk Professionals (GARP) to individuals who work in the oil, coal, natural gas, and alternative energy industries. Individuals with the Energy Risk Professional (ERP) designation may work for banks, academic institutions, consulting firms, asset management firms, and a wide variety of other organizations concerned with energy risk.

Energy Risk Professional (ERP)

The Financial Accounting Foundation is an independent, private-sector organization that is mainly responsible for establishing and improving financial accounting and operating standards.

The Financial Accounting Foundation (FAF) is an independent, private-sector organization that is mainly responsible for establishing and improving financial accounting and operating standards and educating its constituents about those standards. The Financial Accounting Foundation has responsibility for the oversight, administration, and finances of two accounting boards and their advisory councils: the Governmental Accounting Standards Board (GASB), and the Financial Accounting Standards Board (FASB). The Financial Accounting Foundation (FAF) is an independent, private-sector organization that is mainly responsible for establishing and improving financial accounting and operating standards and educating its constituents about those standards. The FAF is governed by a board of trustees: an independent body of leaders with diverse personal and professional backgrounds and experience, including business, investment, capital markets, accounting, accounting, business education, and government. Because the FAF is an independent entity with no stakes in specific outcomes, the FAF's boards can make objective decisions on accounting standards without being swayed by industrial lobbying groups or political pressure.

Financial Accounting Foundation (FAF)

The Financial Planning Association is a professional organization that helps members find ethical, objective, client-focused financial planners. 

The Financial Planning Association is a professional organization for financial planners. Through its website, events, and publications, the Financial Planning Association helps educate the public about the importance of financial planning and the benefits of relying on a financial planning professional. The Financial Planning Association was created in the year 2000 through the merger of the Institute of Certified Financial Planners and the International Association of Financial Planners. Based in Denver, Colorado, the Financial Planning Organization promotes education and professional ethics in the field while also helping potential clients locate qualified financial planners in their area. The Financial Planning Association also promotes research in the field by publishing the peer-reviewed “Journal of Financial Planning”.

Financial Planning Association

The International Association Of Financial Engineers is a not-for-profit society dedicated to promoting the field of financial engineering.

The International Association for Quantitative Finance (IAQF), formerly the International Association of Financial Engineers (IAFE), is a not-for-profit, professional society dedicated to promoting the field of quantitative finance by providing platforms to discuss current and fundamental issues in the profession. Founded in 1992, the International Association of Financial Engineers (IAFE), now known as the International Association for Quantitative Finance (IAQF), is comprised of academics and professionals from banks, broker-dealers, hedge funds, pension funds, asset managers, technology firms, regulators, accounting, consulting and law firms and universities worldwide. The International Association for Quantitative Finance (IAQF), formerly the International Association of Financial Engineers (IAFE), is a not-for-profit, professional society dedicated to promoting the field of quantitative finance by providing platforms to discuss current and fundamental issues in the profession. Members have access to exclusive content on the organization’s website and to IAQF committees (area-specific initiatives to discuss policy issues in depth, including investor risk, operational risk, technology, and education); attendance to IAQF evening forums; and discounts to certain industry journals and IAQF endorsed conferences. Financial engineering is a cross-disciplinary field that utilizes computational intelligence, mathematical finance, and statistical modeling to analyze and predict market activity in order to make more informed investing, trading, and hedging decisions.

International Association of Financial Engineers (IAFE)

The Institute of Chartered Accountants In England and Wales (ICAEW) is a professional membership organization of accounting professionals.

Celebrating Your Success: International Prizegiving Ceremony 16 April 2019

The Institute of Chartered Accountants in England and Wales (ICAEW) is a professional membership organization of accountants and finance professionals. To that end, the ICAEW administers exams, provides career support services for accounting professionals, and publishes a Code of Ethics which its members are required to adhere to at all times.
Although it is headquartered in London, the ICAEW has offices throughout the world, including branches in Beijing, Brussels, Dubai, and Vietnam.﻿﻿ To become a member of the ICAEW, candidates must first obtain the ICAEW Chartered Accountant (ACA) designation. In the United Kingdom (UK), those wishing to market themselves as “chartered accountants” must first be members of either the ICAEW or another qualifying professional organization, such as the Institute of Chartered Accountants of Scotland (ICAS) or the Chartered Accountants of Ireland (CAI). As with other organizations such as the United States’ American Institute of Certified Public Accountants, the purpose of the ICAEW is to ensure that those entering the accounting professional are equipped with consistently high standards of professional knowledge, competence, and ethical conduct. To become members of the ICAEW, candidates must first complete a series of rigorous exams, in addition to maintaining professional education and ethical conduct requirements.

Institute of Chartered Accountants in England and Wales (ICAEW)

The Institute for Supply Management (ISM) is the oldest and largest non-profit organization that serves professionals employed in supply management.

100 Years of Excellence in Supply Management

The Most Recognized Supply Management Certification

The Leading Supplier Diversity Certification

Maintain Your Supply Management Certification

The term Institute for Supply Management (ISM) refers to a nonprofit supply management association. Members can earn two, highly sought-after designations from the institute and become a Certified Professional in Supply Management (CPSM) and a Certified Professional in Supplier Diversity (CPSD):
The CPSM represents the highest degree of professional competencies and is built on an in-depth analysis of supply management functions across industries.
The CPSD is designed to create experts that can help guide their companies through supplier diversity issues, harness underutilized, innovative suppliers, and tap into new markets.
Individuals must recertify through continuing education, work experience, volunteering, or exams. Personnel who work in supply management and purchasing must also be adept at coordinating the logistics involved with preproduction, inventory management, budgeting, workforce management, and ensuring that the business runs smoothly. The term Institute for Supply Management (ISM) refers to a nonprofit supply management association. Supply management is a complex process that requires personnel to tackle the following:
Identifying, sourcing, negotiating, and procuring a service or good that is essential to the ongoing operations of their companies according to the wishes of the organization's leaders and supervisors.

Institute for Supply Management (ISM)

The Institute of Internal Auditors offers certification, education, and research for professionals evaluating an organization's operations and controls.

The Institute of Internal Auditors (IIA) is a leader in certification, education, and research for professionals engaged in evaluating an organization's operations and controls. To carry out this mission, the organization focus on several elements, including:
Advocating and promoting the value that internal audit professionals add to their organizations
Providing comprehensive professional education and development opportunities, standards and other professional practice guidance, and certification programs
Researching, disseminating, and promoting to practitioners and stakeholders knowledge concerning internal auditing and its appropriate role in control, risk management, and governance
Educating practitioners and other relevant audiences on best practices in internal auditing Bringing together internal auditors from all countries to share information and experiences
The Institute of Internal Auditors' primary professional designation is the certified internal auditor (CIA) designation. Established in 1941, the Institute of Internal Auditors awards the certified internal auditor (CIA) designation, a globally accepted certification for internal auditors. The Institute of Internal Auditors awards the certified internal auditor (CIA) designation, a globally accepted certification for internal auditors.

Institute of Internal Auditors (IIA)

An investment manager is a person or organization that makes investments in security portfolios on behalf of clients. 

The world’s largest asset managers – 2020

Table of Contents
What Is an Investment Manager? An investment manager is a person or organization that makes investment decisions about portfolios of securities on behalf of clients under the investment objectives and parameters the client has defined. According to Willis Towers Watson, as of 2020, the four largest investment management companies in the world based on AUM were BlackRock Inc. at $7.4 trillion, The Vanguard Group at $6.2 trillion, State Street Global Advisors at $3.1 trillion, and Fidelity Investments at $3 trillion.
Investors must understand the various types of investment managers. The four largest investment management companies in the world are BlackRock Inc., Vanguard Group, State Street Global Advisors, and Fidelity Investments
Investment managers can range in size from one- or two-person offices to large multi-disciplinary firms with offices in several countries. An investment manager may handle all activities associated with the management of client portfolios, from day-to-day buying and selling of securities to portfolio monitoring, transaction settlement, performance measurement, and regulatory and client reporting.

Investment Manager

The Licensed International Financial Analyst (LIFA) is a professional designation for investment professionals throughout the world.

The pass rates on the LIFA are also lower than the notoriously difficult set of CFA examinations, with LIFA claiming average historical pass rates on Level I: 36%; Level II: 38%; and Level III: 48%.
Moreover, unlike other programs like the CFA, which allows for those who fail to retake a test an unlimited number of times, the LIFA has a strict limit of only three attempts per exam level. The IRA attempts to keep the pass rate at an acceptable (or lower) level, believing that the validity of the designation is based on pass rates, and thus the quality of the designees: lower pass rates equal a more valuable designation. The Licensed International Financial Analyst (LIFA) is a global professional credential for investment professionals offered by The International Research Association (IRA). Unlike other globally recognized financial credentialing programs, the LIFA involves no enrollment fee and, you pay only if you pass the program and earn the LIFA charter.

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