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理财师缩写

发布时间:2021-06-05 04:48:15

『壹』 注册理财规划师和国际金融分析师的简称是不是都是CFP请问这两个哪个更加有含金量有什么区别

在社会待遇方面ChFP“部分城市优先解决户口、部分当地政府发放培训津贴、部分当地政府发放社补津贴;高级理财规划师认证享受副高级职称待遇”

而且ChFP是国内持证人数最多的金融资格证书,并且,持证人行业包括银行、证券、保险等各金融行业,而CFPAFP只受用于银行。

『贰』 财务策划师(RFP)、理财规划师(AFP)、国际金融理财师(CFP)究竟有什么不同

RFP分两种,一种是美国RFP,一种是英国RFP。英国的在国内不认可,它的国际财务策划师公会(内IARFP)可以从英容国政府工商局网站查询到其注册日期实际2008年2月29日,而不是其官网宣称的1984年,其官网上显示颁发的证书为RFPIA,而不是RFP,英国RFP属于山寨了
RFP,美国注册财务策划师,国际国内认可,含金量比较高,颁证机构是美国注册财务策划师,国内已被纳入全国财经金融专业人才培养工程。考试考两门:基础财务策划和高级财务策划,学习内容系统且偏实操。这个保险、银行、第三方理财机构等行业的认可度比较高。具体报名什么的可以去RFP中国管理中心官网查询
AFP是CFP的初级,CFP的含金量和RFP差不多,AFP没什么用。
CFP,之前是在银行系统比较认可,但是内容比较偏理论一些,现在很多人也开始慢慢学习RFP,CFP也是有国际和国内的,国内的是山寨版,也要看清楚考。CFP的学习内容也是比较系统,偏理论内容多一些,内容不太变。考CFP必须先考AFP,费用大概在三万+。

『叁』 IBCFP是什么的缩写,中文翻译“国际金融理财师标准与实践委员会”

IBCFP International Board of Standards and Practices for Certified Financial Planners, Inc.

『肆』 c f p指的是特许人寿理财师

CFP即国际金融理财师,是Certified Financial Planner的首字母缩写,是从事金融理财,达到国际CFP组织所规定的教内育、考试、从业经验和职业道德标容准,所取得的资格认证。中国的CFP认证分为金融理财师(AFP)和国际金融理财师(CFP)两级。

CFP资格考试科目分为:专业科目《投资规划》、《个人风险管理与保险规划》、《员工福利与退休计划》、《个人税务与遗产筹划》和综合科目《综合案例分析》。

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『伍』 AI理财师是啥意思

人工智能(Artificial Intelligence),英文缩写AI。它是研究、开发用于模拟、延伸和扩展人的智能的理论、方法、技术及应用系统的一门新的技术科学。人工智能是对人的意识、思维的信息过程的模拟。人工智能不是人的智能,但能像人那样思考、也可能超过人的智能。(引用人工智能网络)

这些年人工智能发展迅速,1997年“深蓝”战胜国际象棋世界冠军,人类对穷举法胜利的电脑嗤之以鼻,2016年AlphaGo1.0用围棋击败李在石,人类对电脑自我学习的水平表示还未够水准,今年AlphaGo2.0用围棋又战胜柯洁。不得不承认人工智能进步速度太快了,人与它的差距不是靠努力就可以弥补的。言归正传AI理财师顾名思义就是智能理财师,在当今大数据时代,有效的为客户挑选出合适的理财产品尤为重要。客户只需要选择产品的一些特性指标,如期限、年化收益、风控等,剩下一切都可以交给智能化系统。放眼世界,摩根、高盛以及蒙特利尔银行等大型金融机构都在纷纷布局智能投顾,国内市场上,互联网金融公司也争相在智能投顾上加大投入研发,走在行业前沿有AI理财师,智能系统从投资者的个人资产情况和风险偏好触发,匹配相应的资产配置方案,提供资产配置建议,AI理财师是个不错的发展趋势。

『陆』 注册理财规划师和国际金融分析师的简称是不是都是

国家理财规划师(ChFP)金融理财师(AFP) 国际金融理财师(CFP)

ChFP是唯一由国家认证颁发证书的。

在社会待遇方面,ChFP在部分城市优先解决户口、部分当地政府发放培训津贴、部分当地政府发放社补津贴;高级理财规划师认证享受副高级职称待遇

ChFP是国内金融行业持证人数最多,涉及行业最广的证书,CFP\AFP只受用银行。
希望能够帮助到您。

『柒』 ACCA,CISA,FSA,CFA,CFP,PMP谁帮忙用英文解释下这几个金融资格职业证书,(不要解释是什么的缩写)

CISA is an audit professional certification sponsored by the Information Systems Audit and Control Association (ISACA). Candidates for the certification must meet requirements set by ISACA。
The CISA certification was established in 1978[1] for several reasons:

Develop and maintain a tool that could be used to evaluate an indivials' competency in concting information system audits.
Provide a motivational tool for information systems auditors to maintain their skills, and monitor the success of the maintenance programs.

Provide criteria to help aid management in the selection of personnel and development.

The first CISA examination was administered in 1981, and registration numbers have grown each year. Over 60,000[1] candidates have earned the CISA designation.

The CISA certification has been recognised with ANSI accreditation, along with the CISM certification- both of these certifications are managed by ISACA. It is one of the few certifications formally approved by the US Department of Defense in their Information Assurance Technical category (DoD 8570.01-M).

Requirements
Candidates for a CISA certification must pass the examination, agree to adhere to ISACA's Code of Professional Ethics, submit evidence of a minimum of five years of professional IS auditing, control, or security work, and abide by a program of continuing professional ecation.

Substitutions and waivers of such experience may be obtained as follows:[2]

A maximum of one year of information systems experience OR one year of financial or operational auditing experience can be substituted for one year of information systems auditing, control, or security experience.
60 to 120 completed college semester credit hours (the equivalent of an Associate or Bachelor degree) can be substituted for one or two years, respectively, of information systems auditing, control or security experience.
Two years as a full-time university instructor in a related field (e.g., computer science, accounting, information systems auditing) can be substituted for one year of information systems auditing, control or security experience.

[edit] Examination
The exam consists of 200 multiple-choice questions that must be answered within 4 hours. The exam is split between 6 Content Areas as of 2006:

IS Audit Process - 10% of Exam
IT Governance - 15% of Exam
Systems and Infrastructure Lifecycle Management - 16% of Exam
IT Service Delivery and Support - 14% of Exam
Protection of Information Assets - 31% of Exam
Business Continuity and Disaster Recovery - 14% of Exam
The exam is now offered in 11 languages at more than 200 locations worldwide in June and December.
The Association of Chartered Certified Accountants (ACCA) is a British chartered accountancy body with a global presence that offers the Chartered Certified Accountant (Designatory letters ACCA or FCCA) qualification worldwide. It is one of the world's largest and fastest-growing accountancy bodies with 122,426 members and 325,606 affiliates and students in 170 countries. The Institute's headquarters are in London with the principal administrative office being based in Glasgow. In addition the ACCA has a network of nearly 80 staffed offices and other centres around the world.

The ACCA is a founding member body of the Consultative Committee of Accountancy Bodies (CCAB) and the International Federation of Accountants (IFAC).

The term 'Chartered' in ACCA qualification refers to the Royal Charter granted in 1974 by Her Majesty the Queen in the United Kingdom.

Since Chartered Certified Accountant is a legally protected term, indivials who describe themselves as Chartered Certified Accountants must be members of ACCA and, if they carry out public practice engagements, must comply with additional regulations such as holding a practising certificate, being insured against any possible liability claims and submitting to inspections.

The Association of Authorised Public Accountants (AAPA), one of the British professional bodies for public accountants, has been a subsidiary of ACCA since 1996.

FSA is an independent non-governmental body, quasi-judicial body and a company limited by guarantee that regulates the financial services instry in the United Kingdom.
The Financial Services and Markets Act imposed four statutory objectives upon the FSA:
market confidence: maintaining confidence in the financial system
public awareness: promoting public understanding of the financial system;
consumer protection: securing the appropriate degree of protection for consumers; and
rection of financial crime: recing the extent to which it is possible for a business carried on by a regulated person to be used for a purpose connected with financial crime

[edit] Regulatory principles
The statutory objectives are supported by a set of principles of good regulation which the FSA must have regard to when discharging its functions. These are:

efficiency and economy: the need to use its resources in the most efficient and economic way.
role of management: a firm’ senior management is responsible for its activities and for ensuring that its business complies with regulatory requirements. This principle is designed to guard against unnecessary intrusion by the FSA into firms’ business and requires it to hold senior management responsible for risk management and controls within firms. Accordingly, firms must take reasonable care to make it clear who has what responsibility and to ensure that the affairs of the firm can be adequately monitored and controlled.
proportionality: The restrictions the FSA imposes on the instry must be proportionate to the benefits that are expected to result from those restrictions. In making judgements in this area, the FSA takes into account the costs to firms and consumers. One of the main techniques they use is cost benefit analysis of proposed regulatory requirements. This approach is shown, in particular, in the different regulatory requirements applied to wholesale and retail markets.
innovation: The desirability of facilitating innovation in connection with regulated activities. For example, allowing scope for different means of compliance so as not to unly restrict market participants from launching new financial procts and services.
international character: Including the desirability of maintaining the competitive position of the UK. The FSA takes into account the international aspects of much financial business and the competitive position of the UK. This involves co-operating with overseas regulators, both to agree international standards and to monitor global firms and markets effectively.
competition: The need to minimise the adverse effects on competition that may arise from the FSA's activities and the desirability of facilitating competition between the firms it regulates. This covers avoiding unnecessary regulatory barriers to entry or business expansion. Competition and innovation considerations play a key role in the FSA's cost-benefit analysis work. Under the Financial Services and Markets Act, the Treasury, the Office of Fair Trading and the Competition Commission all have a role to play in reviewing the impact of the FSA's rules and practices on competition.

[edit] Accountability and management
The FSA is accountable to Treasury Ministers, and through them to Parliament. It is operationally independent of Government and is funded entirely by the firms it regulates through fines, fees and compulsory levies. Its Board consists of a Chairman, a Chief Executive Officer, a Chief Operating Officer, two Managing Directors, and 11 non-executive directors (including a lead non-executive member, the Deputy Chairman) selected by, and subject to removal by, HM Treasury. Among these, the Deputy Governor for Financial Stability of the Bank of England is an ex officio Board member. This Board decides on overall policy with day-to-day decisions and management of the staff being the responsibility of the Executive. This is divided into three sections each headed by a Managing director and having responsibility for one of the following sectors: retail markets, wholesale and institutional markets, and regulatory services.

Its regulatory decisions can be appealed to the Financial Services and Markets Tribunal.

HM Treasury decides upon the scope of activities that should be regulated, but it is for the FSA to decide what shape the regulatory regime should take in relation to any particular activities.

The FSA is also provided with advice on the interests and concerns of consumers by the Financial Services Consumer Panel [2]. This panel describes itself as "An Independent Voice for Consumers of Financial Services". Members of the panel are appointed and can be dismissed by the FSA and emails to them are directed to FSA staff. The Financial Services Consumer Panel will not address indivial consumer complaints.

Chartered Financial Analyst (CFA) is an international professional designation offered by the CFA Institute of USA (formerly known as AIMR) to financial analysts who complete a series of three examinations. Candidates must have a bachelor's degree (or equivalent), be in the final year of their bachelor's degree program, or have at least four years of qualified, professional work experience in order to take the exams. In order to become a "CFA Charterholder" candidates must pass all three exams, agree to comply with the code of ethics, pay member es, and have four years of work experience deemed acceptable by the CFA Institute. CFA charterholders are also obligated to adhere to a strict Code of Ethics and Standards governing their professional conct

The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United States, Financial Planners Standards Council in Canada and 18 other organizations affiliated with Financial Planning Standards Board (FPSB), the international owner of the CFP mark outside of the United States. To receive authorization to use the designation, the candidate must meet ecation, examination, experience and ethics requirements, and pay an ongoing certification fee.[1]. The information contained herein relates specifically to CFP certification in the United States. For information on CFP certification outside of the United States, please see the FPSB website at http://www.fpsb.org/CMS/index.php?option=com_content&task=view&id=84&Itemid=110 for a list of affiliate member organizations and their respective websites.
The CFP Certification Examination is a 10-hour multiple choice exam, divided into one four-hour session (Friday afternoon) and two three-hour sessions (Saturday). The exam includes three major case problems and is designed to assess the student's ability to apply his or her knowledge of the aforementioned areas to financial planning situations. The exam was set as a requirement in 1993 and at that time CFPs were grandfathered without having to pass this exam. [5]

Indivials holding professional designations pre-approved by the CFP Board (like PhDs in business and economics, attorneys, Certified Public Accountants (CPA), Chartered Certified Accountants (ACCA), Chartered Accountants (CA), Chartered Wealth Managers (AAFM) ), and Chartered Financial Analysts (CFA) are entitled to register for and take the exam without having to complete the ecation requirements by using the CFP-board's challenge status.

Project Management Professional is properly expressed as the credential PMP. The credentialing agency is the Project Management Institute ([1] PMI). This credential is obtained by gaining a certification in project management through the completion of PMI certified training and examination. PMP training and examination material comes from the Guide to the Project Management Body of Knowledge PMBOK published most recently in 2007. Most exam questions reference PMI's project quality standards documented in the PMBOK. The PMP credential undergoes rigorous validation by ISO, and the PMBOK methodology is widely regarded as the instry standard for Project Management and has been adopted as the single standard for project management by agencies such as NASA.

PMP (Project Management Professional) is one of four concentrations offered by PMI in the study of Project Management:
1. CAPM Certified Associate in Project Management: This certification is obtained after passing the CAPM Exam
2. PMP Project Management Professional: This certification is obtained after passing the PMP Exam
3. PgMP Program Management Professional: This certification is obtained after passing the PgMP Exam
4. PMI RMP PMI Risk Management Professional: This certification is obtained after passing the PMI-RMP Exam

『捌』 理财顾问的缩写PC,全称是什么

Personal Financial Consultant,这个是个人理财顾问的意思,如果单单说理财顾问的缩写PC,真想不出来全称是什么,希望能帮到你

『玖』 金融领域里的高级官职名称英文缩写是什么

CFP:理财规划师
AFP:金融理财师
CFA:注册金融分析师
FRM:金融风险管理师
ACCA:英国特许公认会计师公会,The Association of Chartered Certified Accountants(简称ACCA)
CISA:国际信息系统审计师认证

『拾』 CFP是什么

CFP:国务院新闻办公室图片库(China Foto Press)是由国务院新闻办公室直属机构五洲传播中心主办,以积极、真实、形象地对外介绍中国为主要内容,以历史、文化类图片为主要特色,以展现发展变化中的中国专题为主要形式的国家级影像资源图片库。创立于2000年6月,网址是www.chinafotopress.com

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