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 Personal Insurance (API)

  7. Associate In Reinsurance (ARe)

  8. Associate In Surplus Lines Insurance (ASLI)

  9. Auditing Standards Board - ASB

  10. Book

  11. Buttonwood Agreement

  12. Casualty Actuarial Society - CAS

  13. Certificate in Investment Performance Measurement - CIPM

  14. Certified Asset Protection Analyst - CAPA

  15. Certified Commercial Investment Member - CCIM

  16. Certified Credit Executive - CCE

  17. Certified Financial Divorce Practitioner - CFDP

  18. Certified Investment Management Consultant - CIMC

  19. Certified Investment Management Specialist - CIMS

  20. Certified Trust And Financial Advisor - CTFA

  21. Chartered Market Analyst - CMA

  22. Chartered Property Casualty Underwriter (CPCU)

  23. Commodity Trading Advisor - CTA

  24. Comprehensive Automated Risk Data System (CARDS)

  25. Discussion Memorandum

  26. Down-Market Capture Ratio

  27. Federal Advisory Council

  28. Federal Covered Advisor

  29. Financial Adviser

  30. Financial Planning Association

  31. Fintech

  32. Full-Service Broker

  33. Institute For Divorce Financial Analysts - IDFA

  34. Licensed International Financial Analyst - LIFA

  35. Limit Order Book

  36. Manager Of Managers - MOM

  37. Mutual-Fund Advisory Program

  38. National Association of Personal Financial Advisors (NAPFA)

  39. National Association of Realtors (NAR)

  40. National Registration Database - NRD

  41. Nominated Advisor - NOMAD

  42. Qualified Appraiser

  43. Registered Investment Advisor - RIA

  44. Revenue Officer

  45. Robo-advisor (robo-adviser)

  46. Specialist

  47. Taping Rule

  48. Tax Advisor

  49. The Accountant's Magazine - TAM

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