1CFA
Chartered Financial Analyst
Coverage: Investment Management, Financial Analysis, Stocks, Bonds, Derivatives
Awarded by: CFA Institute
Origin: United States
Members: 120,000 (2014)
To be awarded the CFA charter, the candidate has to complete Level 1, Level 2 and Level 3. Each examination is 6 hours long. The historical pass rate averages 47.13%, and it takes an average of 4 years to complete the program.
Website:
International: www.cfainstitute.org
Singapore: www.cfasociety.org/singapore
2CFP
Certified Financial Planner
Coverage: Financial Planning, Insurance, Employee Benefits, Investment & Securities, State & Federal Income Tax, Estate, Retirement Planning
Awarded by: Certified Financial Planner Board of Standards (CFP Board) and Financial Planning Standards Board (FPSB)
To be awarded the CFP designation, the candidate has to meet education, examination, experience, ethics requirements and to pay annual fees during their course of study. The examination is 6 hours and with 170 questions. The passing rate ranges from 42% to 66%.
Website:
International: www.cfp.net
Singapore: www.fpas.org.sg/cfpmark.asp
3ChFC
Chartered Financial Consultant
Coverage: Financial Planning, Insurance, Employee Benefits, Investment & Securities, State & Federal Income Tax, Estate, Retirement Planning
Awarded by: The American College of Financial Services
Members: 40,000 (2014)
To be awarded the ChFC designation, the candidate must have 3 years of full-time experience in the last 5 years, completed 100 topics and 9 college level courses. The exam is closed book and holders must complete 30 hours of continuing education every 2 years.
Website:
International: http://chfcdesignation.com
Singapore: https://www.scicollege.org.sg/examcontents.asp?ChFCN
4CMT
Chartered Market Technician
Coverage: Technical Analysis of Financial Markets
Awarded by: Market Technicans Association
Founded: 1985
To be awarded the CMT certificate, the candidate has to complete all 3 levels of the CMT exam, be a member of MTA and have abeen an active professional in a analytics or investment management capacity for a period of 3 years at the time of passing of exams.
Website:
International: www.mta.org
5CAIA
Chartered Alternative Investment Analyst
Coverage: Hedge Funds, Private Equity, Real Assets, Commodities, Structured Products
Awarded by: CAIA Assoication
Founded: 2002
Members: 6,700 (2014)
To be awarded the CAIA designation, the candidate has to pass 2 examinations, Level 1 and Level 2. The passing rate is 40% for both exams.
Website
International: www.caia.org
Singapore: www.caia.org/members/global-chapters/singapore-chapter
6CIIA
Certified International Analyst
Coverage: Equity Valuation & Analysis, Financial Accounting & Statement Analysis, Corporate Finance, Fixed Income Valuation & Analysis, Economics, Derivative Valuation & Analysis, Portfolio Management, Regulation, Ethics, Market Structures and Instruments
Awarded by: Association of Certified International Investment Analysts (ACIIA)
Members: 7600
To be awarded the CIIA designation, the candidate must pass 2 “Common Knowledge” examination and a national / regional exam.
Website:
International: www.aciia.org
7CIPM
Certificate in Investment Performance Management
Coverage: Investment Perfomance Analysis, Investment Measurement & Attribution
Awarded by: CIPM Association (part of CFA Institute)
Origin: United States
To be awarded the CIPM certificate, the candidate has to pass 2 exams: Principles and Expert. CIPM holders are required to engage in continous education and to file a Professional Conduct Statement (PCS) annually.
Website:
International: www.cfainstitute.org/programs/cipm
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