Definitions tagged as

Financial Professionals

  1. Account Manager

  2. Accredited Asset Management Specialist - AAMS

  3. Associate In Fidelity And Surety Bonding (AFSB)

  4. Associate In Insurance Services (AIS)

  5. Associate In Loss Control Management - ALCM

  6. Associate In Reinsurance (ARe)

  7. Associate In Surplus Lines Insurance (ASLI)

  8. Auditing Standards Board - ASB

  9. Book

  10. Buttonwood Agreement

  11. Casualty Actuarial Society - CAS

  12. Certificate in Investment Performance Measurement - CIPM

  13. Certified Asset Protection Analyst - CAPA

  14. Certified Commercial Investment Member - CCIM

  15. Certified Credit Executive - CCE

  16. Certified Financial Divorce Practitioner - CFDP

  17. Certified Investment Management Consultant - CIMC

  18. Certified Investment Management Specialist - CIMS

  19. Certified Trust And Financial Advisor - CTFA

  20. Chartered Market Analyst - CMA

  21. Chartered Property Casualty Underwriter (CPCU)

  22. Commodity Trading Advisor - CTA

  23. Comprehensive Automated Risk Data System (CARDS)

  24. Discussion Memorandum

  25. Down-Market Capture Ratio

  26. Federal Advisory Council

  27. Federal Covered Advisor

  28. Financial Adviser

  29. Financial Planning Association

  30. Full-Service Broker

  31. Institute For Divorce Financial Analysts - IDFA

  32. Licensed International Financial Analyst - LIFA

  33. Limit Order Book

  34. Manager Of Managers - MOM

  35. Mutual-Fund Advisory Program

  36. National Association of Personal Financial Advisors (NAPFA)

  37. National Association of Realtors (NAR)

  38. National Registration Database - NRD

  39. Nominated Advisor - NOMAD

  40. Qualified Appraiser

  41. Registered Investment Advisor - RIA

  42. Revenue Officer

  43. Robo-advisor (robo-adviser)

  44. Specialist

  45. Taping Rule

  46. Tax Advisor

  47. The Accountant's Magazine - TAM

Trading Center