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  2. Professional certification in financial services - Wikipedia

    en.wikipedia.org/wiki/Professional_certification...

    The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the CFP Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.

  3. Comptroller - Wikipedia

    en.wikipedia.org/wiki/Comptroller

    A comptroller (pronounced either the same as controller or as / kəmpˈtroʊlər /) is a management -level position responsible for supervising the quality of accounting and financial reporting of an organization. A financial comptroller is a senior-level executive who acts as the head of accounting, and oversees the preparation of financial ...

  4. Chief financial officer - Wikipedia

    en.wikipedia.org/wiki/Chief_financial_officer

    A chief financial officer ( CFO ), also known as a treasurer, is an officer of a company or organization who is assigned the primary responsibility for making decisions for the company for projects and its finances ( financial planning, management of financial risks, record-keeping, and financial reporting, and often the analysis of data ).

  5. Internal control - Wikipedia

    en.wikipedia.org/wiki/Internal_control

    Internal control, as defined by accounting and auditing, is a process for assuring of an organization's objectives in operational effectiveness and efficiency, reliable financial reporting, and compliance with laws, regulations and policies. A broad concept, internal control involves everything that controls risks to an organization.

  6. List of accounting roles - Wikipedia

    en.wikipedia.org/wiki/List_of_accounting_roles

    Controller. In a corporate environment, a controller supervises all other accounting staff and usually reports to a chief financial officer or director of finance. Accounting Manager. A mid to upper-level manager and accounting professional who oversees staff accountants and/or accounting supervisors or junior accountants. They may or may not ...

  7. Chartered Financial Analyst - Wikipedia

    en.wikipedia.org/wiki/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 to advanced investment ...

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