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Qualified Financial Services

См. также в других словарях:

  • Financial Services and Markets Tribunal — The UK Financial Services and Markets Tribunal is an independent judicial body established under Section 132 of the Financial Services and Markets Act 2000, which hears references arising from decision notices issued by the Financial Services… …   Wikipedia

  • Insurance and Financial Services Cluster — The Connecticut Insurance and Financial Services (IFS) Cluster, formed in 2002, is a strategic corporate initiative designed to create a stronger insurance and financial services industry and a more robust economy in Connecticut. The IFS Cluster… …   Wikipedia

  • Financial planner — A financial planner or personal financial planner is a practicing professional who helps people deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: cash flow management,… …   Wikipedia

  • Financial adviser — Personal finance Credit and debt Pawnbroker Student loan Employment contract Salary Wage Em …   Wikipedia

  • Financial Management Advisor — The Financial Management Advisor (FMA) is a made in Canada professional designation of the Canadian Securities Institute (CSI), the official educator of the Canadian securities industry. The FMA is a personal financial planning designation… …   Wikipedia

  • Financial Instruments and Exchange Law — J SOX, officially known as Japan s Financial Instruments and Exchange Law, was promulgated on June 14th, 2006. Enacted in response to corporate scandals such as the Kanebo, Livedoor, and Murakami Fund episodes, the law has been dubbed the… …   Wikipedia

  • Financial analyst — A financial analyst (or securities analyst, research analyst, equity analyst, investment analyst) is a person who works with financial analysis.JobAn analyst will write reports on the companies they are supposed to cover, trying to describe the… …   Wikipedia

  • Qualified prospect — There is much debate in the sales profession as to what constitutes an actual qualified prospect. Most sales professionals apply their own unique set of variables in order to determine whether a prospect is actually qualified. In general terms,… …   Wikipedia

  • Financial Planner — A qualified investment professional who helps individuals and corporations meet their long term financial objectives by analyzing the client s status and setting a program to achieve that client s goals. Financial planners specialize in tax… …   Investment dictionary

  • British qualified accountants — are full members of those United Kingdom accountancy bodies which are themselves members of the Consultative Committee of Accountancy Bodies, a private organization or otherwise one of the six professional bodies legally recognised by Department… …   Wikipedia

  • Certified Financial Planner Board of Standards — Certified Financial Planners Board of Standards, Inc. (CFP Board) Type Professional Organization Founded 1985 Key people Kevin R. Keller, CEO Area served United States …   Wikipedia

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