Definitions tagged as

Financial Professionals

  1. Account Manager

  2. Accredited Asset Management Specialist - AAMS

  3. Advanced Diploma In Insurance

  4. Associate In Fidelity And Surety Bonding (AFSB)

  5. Associate In Insurance Services (AIS)

  6. Associate In Loss Control Management - ALCM

  7. Associate In Personal Insurance (API)

  8. Associate In Reinsurance (ARe)

  9. Associate In Surplus Lines Insurance (ASLI)

  10. Auditing Standards Board - ASB

  11. Book

  12. Buttonwood Agreement

  13. Casualty Actuarial Society - CAS

  14. Certificate in Investment Performance Measurement - CIPM

  15. Certified Asset Protection Analyst - CAPA

  16. Certified Commercial Investment Member - CCIM

  17. Certified Credit Executive - CCE

  18. Certified Financial Divorce Practitioner - CFDP

  19. Certified Investment Management Consultant - CIMC

  20. Certified Investment Management Specialist - CIMS

  21. Certified Trust And Financial Advisor - CTFA

  22. Chartered Market Analyst - CMA

  23. Chartered Property Casualty Underwriter (CPCU)

  24. Commodity Trading Advisor - CTA

  25. Comprehensive Automated Risk Data System (CARDS)

  26. Discussion Memorandum

  27. Down-Market Capture Ratio

  28. Federal Advisory Council

  29. Federal Covered Advisor

  30. Fiduciary

  31. Financial Adviser

  32. Financial Planning Association

  33. Fintech

  34. Full-Service Broker

  35. Institute For Divorce Financial Analysts - IDFA

  36. Licensed International Financial Analyst - LIFA

  37. Limit Order Book

  38. Manager Of Managers - MOM

  39. Mutual-Fund Advisory Program

  40. National Association of Personal Financial Advisors (NAPFA)

  41. National Association of Realtors (NAR)

  42. National Registration Database - NRD

  43. Nominated Advisor - NOMAD

  44. Qualified Appraiser

  45. Registered Investment Advisor - RIA

  46. Revenue Officer

  47. Robo-advisor (robo-adviser)

  48. Specialist

  49. Taping Rule

  50. Tax Advisor

  51. The Accountant's Magazine - TAM

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