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AFA Accredited Financial Analyst - Financial Planner Certified Chartered Certifications ™

 
 Reference to FINRA Certification Guide & Standards

CWM Chartered Wealth Manager ®

https://www.finra.org/investors/professional-designations/cwm 

CAM Chartered Asset Manager

https://www.finra.org/investors/professional-designations/cam

CTEP Chartered Trust and Estate Planner ®

https://www.finra.org/investors/professional-designations/ctep

RFS Registered Financial Specialist

https://www.finra.org/investors/professional-designations/rfs

CMA Chartered Market Analyst

https://www.finra.org/investors/professional-designations/ctep

FAD Financial Analyst Designate

https://www.finra.org/investors/professional-designations/cma-or-fad

CPM Chartered Portfolio Manager

https://www.finra.org/investors/professional-designations/cpm

MFP Master Financial Planner®

https://www.finra.org/investors/professional-designations/mfp

US Goverment Department of Labor Financial Analysts

http://www.bls.gov/ooh/business-and-financial/financial-analysts.htm#tab-9 

US Government Department of Labor Financial Advisors

http://www.bls.gov/ooh/business-and-financial/personal-financial-advisors.htm#tab-9

US Department of Labor - Securities Commodities

http://www.bls.gov/ooh/sales/securities-commodities-and-financial-services-sales-agents.htm#tab-9

 

Certified Management Consultant 

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CERTIFIED FINANCIAL ANALYST

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A financial analyst  securities analyst, research analyst, equity analyst, or investment analyst is a person who performs financial analysis for external or internal clients as a core part of the job. Financial analysis (also referred to as financial statement analysis or accounting analysis or Analysis of finance) refers to an assessment of the viability, stability and profitability of a business, sub-business or project. It is performed by professionals who prepare reports using ratios that make use of information taken from financial statements and other reports. These reports are usually presented to top management as one of their bases in making business decisions. Certification as a financial analyst requires accredited education in finance
 
Management consulting is the practice of helping organizations to improve their performance, primarily through the analysis of existing organizational problems and development of plans for improvement. Organizations may draw upon the services of management consultants for a number of reasons, including gaining external (and presumably objective) advice and access to the consultants' specialized expertise. Becoming certified in management consulting requires proper education experience and credentials.
 
Management accounting or managerial accounting is concerned with the provisions and use of accounting information to managers within organizations, to provide them with the basis to make informed business decisions that will allow them to be better equipped in their management and control functions. Cost accounting is a process of collecting, analyzing, summarizing and evaluating various alternative courses of action. Its goal is to advise the management on the most appropriate course of action based on the cost efficiency and capability. Cost accounting provides the detailed cost information that management needs to control current operations and plan for the future. Certification in management or cost accounting requires education and expertise in accounting.
 
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