八,特许理财顾问师(ChFC)认证证书 ChFC认证(Chartered Financial Consultant)于1982年由美国金融职业培训界历史最悠久、最负盛名的美国学院(American College)创立,以其考试难度较高,后续培训比较完善,侧重实务操作而获得广泛认可,在美国金融界颇受尊重,与CFP齐名。 适合人群:具有3年以上金融行业相关工作经验,一定的英语...
As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on. For people starting a college savings plan today, questions arise as to the best way to save....
NAIFAs Member Benefits Committee, its Subcommittee on Education and Training and The American College, NAIFA now offers an exciting new local program called Horizons. The new Horizons courses include: HS318, "Insurance and Financial Planning" provides an overview of the financial planning process and...
Learn more about Robert Walsh, CFP a financial advisor in Cabin John, MD with the US News Advisor Finder.
The CFP education program includes college-level classes in the areas of general financial planning, insurance planning, investment planning, income tax planning, retirement planning, estate planning, interpersonal communication, professional conduct and fiduciary responsibility, and financial plan development....
Rule 202 states that a financial planning practitioner shall act in the interest of the client. The only reference to a CFP certificant's fiduciary status is in Rule 103, which requires that a certificant who takes custody shall do so with the care required of a fiduciary. Courts have ...
Competency standards for CFP® certification elevate recognition and respect for the profession of financial planning; defined as: A profession whose clients can realize security, fulfillment, dignity and independence. A profession distinguished in society and in our economy for helping people be ...
State Boards of Accountancy / NASBA CPA Self-reporting certificate IRS Enrolled Agent (EA) Weekly NAPFA NAPFA-Registered Financial Advisor Self-reporting certificate American College ChFC, CLU, RICP, WMCP, CCAP, ChSNC, AEP Weekly College for Financial Planning AAMS, ABFP, ADPA, APMA, AWMA,...
NAIFAs Member Benefits Committee, its Subcommittee on Education and Training and The American College, NAIFA now offers an exciting new local program called Horizons. The new Horizons courses include: HS318, "Insurance and Financial Planning" provides an overview of the financial planning process and...
Undergraduate: Title Author Publisher Risk Management and Insurance Etti Baranoff John Wiley & Sons .wiley (http:\/\/.wiley) Fundamentals for Insurance for Financial Planning Beam, Bickelhot and Poole The American College.theamericancollege.edu (http:\/\/...