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Xero is a New Zealand –based technology company that provides cloud-based accounting software for small businesses. The company has offices in New Zealand, Australia, the United Kingdom, the United States, Canada, South Africa and Singapore. [ 7][ 8] Xero's products are based on the software-as-a-service model and sold by subscription, based ...
Chartered Financial Analyst. The Chartered Financial Analyst ( CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals. The program teaches a wide range of subjects relating ...
QuickBooks is an accounting software package developed and marketed by Intuit. First introduced in 1992, QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions.
The Chartered Financial Planner [ 1] is a qualification for professional financial planners [ 2] and financial advisers [ 3] awarded by the Chartered Insurance Institute . By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession; in the United Kingdom ...
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Chartered financial consultant ( ChFC) is the advanced financial planning designation awarded by The American College of Financial Services to individuals that have completed the specific training and have had three years of relevant business experience. [1] Charter holders use the designation ChFC on their resumes and are qualified to provide ...
Certified Financial Planner Board of Standards, Inc., is an American 501(c)(6) nonprofit organization that sets and upholds standards for financial planning. It administers Certified Financial Planner certification - which is widely recognized by the public, advisors, and firms as the standard for financial planners - so that the public has access to the benefits of competent and ethical ...
Registered investment adviser. A registered investment adviser ( RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely ...