Financial Certification & Requirements

Financial Certification & Requirements
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1. Finance study of how money is used by people and within organizations

2. Personal Financial Plan- area of finance geared towards helping an individual achieve their goals
ning in retirement, savings and investing

3. Securitites and Exchange regulates the content of financial statements and the financial markets
Commission (SEC) by requiring financial professionals t be certified to work in financial
markets

4. Ethics set of standards which define right from wrong

5. Chartered Financial Ana- certification for investment professionals
lyst

6. Financial Planners financial professionals who help individuals and families handle their
finances

7. Futures buying and selling of commodities at a certiain price and quantity

8. Financial Certification proves someone is competent and qualified in a specific area of finance
such as personal financial planning

9. Financial Exam required for a person to receive financial certification

10. Financial Analyst resonsible for analyzing financial documents such as balance sheets
and income statements

11. Market Technicians professionals who analyze the stock market




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