CIMC's have completed extensive course work and passed NASD proctored examinations for Levels I and II of the Institute for Certified Investment Management Consultants' course. CIMCs must also meet the Institute's requirements concerning experience in consulting and managed accounts, and adhere to its Code of Ethics and continuing education requirements. |||Study includes topics such as asset allocation, modern portfolio management, portfolio performance measurement, and ethics.
A certification indicating an individual's expertise in mutual funds and the mutual fund industry. These individuals advise clients on which mutual funds best suit their particular needs. The CFS designation does not license individuals to buy or sell mutual funds; however, in many cases Certified Fund Specialists do have this license, which enables them to buy and sell the funds for their clients. |||The CFS is the oldest designation in the mutual fund industry. Training is provided by the Institute of Business & Finance (IBF) in the form of a 60-hour self-study program. Course topics include, but are not limited to, portfolio theory, dollar-cost averaging and annuities. The course includes a final exam, administered by the National Association of Securities Dealers, and an open-book case study.
A designation by the Investment Counsel Association to those holding CFAs and currently working as investment counselors. |||The Investment Counsel Association is a not-for-profit organization that was founded in 1937.
A professional designation representing completion of a comprehensive course consisting of financial education, examinations and practical experience. Chartered Financial Consultant designations are granted by The American College upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice. |||In order to be considered for the program, the applicant must already have a minimum of three years working in the financial industry. In addition, it is recommended that applicants have a degree related to finance or business before applying as it will make the program much easier.
A professional designation given by the CFA Institute (formerly AIMR) that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis. |||Before you can become a CFA charterholder, you must have four years of investment/financial career experience. To enroll in the program, you must hold a bachelor's degree. The CFA charter is one of the most respected designations in finance, considered by many to be the gold standard in the field of investment analysis.
The company executive responsible for the security of personnel, physical assets and information in both physical and digital form. The importance of this position has increased in the age of information technology as it has become easier to steal sensitive company information. |||This executive position is most often found in technology companies and will sometimes be referred to as "Chief Information Security Officer" (CISO) or "Director of Corporate Security". The creation of this title has led to the consolidation of all forms of corporate security under one department.
The senior manager who is responsible for managing the company's day-to-day operations and reporting them to the chief executive officer (CEO). Watch: Corporate Structure |||A company needs a chief operating officer (COO) because the CEO is usually too busy to monitor production quotas and other factors on a daily basis.
This is the senior manager who is responsible for overseeing the financial activities of an entire company. This includes signing checks, monitoring cash flow, and financial planning. Watch: Corporate Structure |||The CFO is similar to a treasurer or controller.