Tag: professional
Academy Of Financial Divorce Practitioners
What is 'Academy Of Financial Divorce Practitioners' An organization dedicated to the development of financial expertise with respect to divorce. The Academy...
Risk Management
Risk management includes all the processes that are used for identifying, analyzing, and either accepting or mitigating the risks that make decision making in...
Safekeeping Certificate
What is 'Safekeeping Certificate' A document that represents ownership of a security or certificate of deposit. Safekeeping certificates are the investor's claim...
Bail Bond
What is bail bond and why do people need it
Bail bonds are a type of surety bond that is posted on behalf of a...
Canadian Securities Institute (CSI)
What is the Canadian Securities Institute (CSI)?
The Canadian Securities Institute (CSI) is a not-for-profit organization that provides educational programs and professional designations to financial...
Partnership
Partnerships are a great way to pool resources and expertise in order to achieve a common goal. By working together, partners can share the...
Harvard Business School
DefinitionHarvard Business School is the graduate business school of Harvard University in Boston, Massachusetts. The school offers a large full-time MBA program, doctoral programs,...
Paraplanning
What is 'Paraplanning' A relatively new position within the financial planning industry that involves the performance of the administrative duties of a...
Qualified Professional Asset Manager (QPAM)
What is 'Qualified Professional Asset Manager - QPAM' A registered investment advisor/manager. The criteria for qualifying as a QPAM are defined by...
Qualified Eligible Participant (QEP)
What is 'Qualified Eligible Participant - QEP' An individual who meets requirements to trade in different investment funds, such as futures and...