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  2. Chartered financial consultant - Wikipedia

    en.wikipedia.org/wiki/Chartered_Financial_Consultant

    Chartered financial consultant (ChFC) is the advanced financial planning designation awarded by The American College of Financial Services to individuals that have completed the specific training and have had three years of relevant business experience.

  3. Kaplan Financial Education - Wikipedia

    en.wikipedia.org/wiki/Kaplan_Financial_Education

    Kaplan Financial Education is part of Kaplan University School of Professional and Continuing Education, based in La Crosse, Wisconsin.Kaplan Financial Education is a consortium of numerous financial services training and publishing companies providing insurance and securities licensing exam preparation, along with continuing education.

  4. RG146 - Wikipedia

    en.wikipedia.org/wiki/RG146

    Policy Statement 146 (PS146) was introduced under the Financial Services Reform Act 2001 (FSR Act). It prescribes adequate levels of training, competence, and experience for those seen to be giving financial product advice to retail investors. It was part of ASIC's aim to protect so called 'mum & dad' investors.

  5. List of professional designations in the United States

    en.wikipedia.org/wiki/List_of_professional...

    This certification is mainly for compliance staff, HIPAA consultants, HIPAA auditors and HIPAA Compliance officer. Certified Health Physicist / Diplomate of the American Board of Health Physics: CHP / DABHP: Certification as a professional health physicist awarded by the American Board of Health Physics and the American Academy of Health ...

  6. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice.

  7. Oracle Financial Services Software - Wikipedia

    en.wikipedia.org/wiki/Oracle_Financial_Services...

    Oracle Financial Services Software Limited has two main streams of business. The products division (formerly called BPD – Banking Products Division) and PrimeSourcing. [ 8 ] The company's offerings cover retail, corporate and investment banking, funds, cash management, trade, treasury, payments, lending, private wealth management, asset ...

  8. American Academy of Financial Management - Wikipedia

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

    CWM certification normally involved about 80 hours of online study, although holders of certain professional designations, such as a Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA), needed only to take a test and pay a fee; and anyone with sufficient professional experience could skip the test and get the designation by ...

  9. Financial services in Japan - Wikipedia

    en.wikipedia.org/wiki/Financial_services_in_Japan

    The commercial banking industry is deal more directly in terms of saving and lending of money whereas the financial services also have insurance, risk distribution, investments, etc. the commercial banking sector issues debit and credit cards, keeps deposits and lends money to the general public.

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