A Complete "How To" Guide for investing in Stocks, Bonds and Mutual Funds
 


Financing a College Education
 
Financial Planners
  • CFP - Certified Financial Planner
    They must complete a course and pass a difficult exam
     
  • ChFC - Chartered Financial Consultant
    They have completed a 10 part course from the American College in Byrn Maur, PA.
  • Investment Analysts
    • CFA - Chartered Financial Analyst
      From the Assoc. for Investment Management in Charlottesville, VA, must pass 3 exams, each given 1 year apart, and have 3 years experience.
       
    • CIC - Chartered Investment Counselor
      From the Investment Council Assoc. of America in Washington DC, the candidate must first possess the CFA designation.

    Investment Consultants

    • CIMC - Certified Investment Management Consultant
      From the Institute for Investment Management Consultants, must pass an exam and have 3 years experience.
       
    • CIMS - Certified Investment Management Specialist
      This is the next step after passing the CIMC exams. Additional work experience is required, along with updated exams.
       
    • RFC - Registered Financial Consultant
      Designation awarded to applicants who pass a comprehensive exam that covers retirement planning and financial goal achievement through proper planning, saving, and asset allocation.
       
    • RIA - Registered Investment Advisor
      Designation awarded to applicants who pass a comprehensive exam. Must be a RFC for at least 3 years to take exam.
       
    • CIA - Certified Investment Advisor
      Must be a RIA for at least 2 years to take exam.

     

    Other Financial Planners Topics:
    1. Financial Planners
    2. Financial Proffesionals

     

     
     
    Who's Not Investing?











     
     Investing Money Sections
    arrow Why Invest Money?
    arrow Investment Basics
    arrow Saving Money
    arrow Stock Market History
    arrow Stock Market Basics
    arrow Stock Market Indexes
    arrow Stock Market Investing
    arrow Mutual Funds
    arrow Investing Advice
    arrow Retirement Planning
    arrow Saving for College
    arrow Financial Planners
    arrow Investment Opportunities
    arrow Financial Charts
    arrow Investment Terms

    arrow

    Return Home
     

     Copyright Swing Investing © 2006. All rights reserved.