[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-0-en-105":3,"doc-seo-390083-105":59,"doc-detail-390083-en":131},{"code":4,"msg":5,"data":6},0,"success",[7,13,18,23,28,33,38,43,48,51,55],{"id":8,"doc_module":4,"doc_module_name":9,"category_name":10,"show_sort_weight":11,"slug":12},1,"Document","Story & Novel",90,"story-novel",{"id":14,"doc_module":4,"doc_module_name":9,"category_name":15,"show_sort_weight":16,"slug":17},2,"Literature",80,"literature",{"id":19,"doc_module":4,"doc_module_name":9,"category_name":20,"show_sort_weight":21,"slug":22},4,"Exam",70,"exam",{"id":24,"doc_module":4,"doc_module_name":9,"category_name":25,"show_sort_weight":26,"slug":27},5,"Comic",60,"comic",{"id":29,"doc_module":4,"doc_module_name":9,"category_name":30,"show_sort_weight":31,"slug":32},6,"Technology",50,"technology",{"id":34,"doc_module":4,"doc_module_name":9,"category_name":35,"show_sort_weight":36,"slug":37},7,"Healthcare",40,"healthcare",{"id":39,"doc_module":4,"doc_module_name":9,"category_name":40,"show_sort_weight":41,"slug":42},8,"Research & Report",30,"research-report",{"id":44,"doc_module":4,"doc_module_name":9,"category_name":45,"show_sort_weight":46,"slug":47},9,"Religion & Spirituality",20,"religion-spirituality",{"id":46,"doc_module":4,"doc_module_name":9,"category_name":49,"show_sort_weight":46,"slug":50},"World Cup","world-cup",{"id":52,"doc_module":4,"doc_module_name":9,"category_name":53,"show_sort_weight":52,"slug":54},10,"Lifestyle","lifestyle",{"id":56,"doc_module":4,"doc_module_name":9,"category_name":57,"show_sort_weight":24,"slug":58},19,"General","general",{"code":4,"msg":60,"data":61},"ok",{"site_id":62,"language":63,"slug":64,"title":65,"keywords":66,"description":67,"schema_data":68,"social_meta":124,"head_meta":126,"extra_data":128,"updated_unix":130},105,"en","professional-designations-summary","Professional Designations - Summary","","Professional Designations provides a structured summary of key investment professional credentials and their minimum expectations. It explains what each designation signifies and outlines qualification requirements and assessment scope. The overview covers CFA, Certified Financial Planner (CFP®), CPA, CTFA, IACCP®, and the Series 65 license, including exam or coursework areas such as portfolio management, accounting, ethics, money management, taxes, investments, trusts, estates, laws, and regulations.",{"@graph":69,"@context":123},[70,84,106],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":20,"@type":76,"position":81},"https://docshare.wps.com/document/exam/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/professional-designations-summary/390083/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/professional-designations-summary/390083.png","ImageObject",300,407,{"name":92,"@type":93},"McQueen","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-28","2026-09-25",true,{"@type":102,"interactionType":103,"userInteractionCount":105},"InteractionCounter",{"@type":104},"ViewAction",13,{"@type":107,"mainEntity":108},"FAQPage",[109,115,119],{"name":110,"@type":111,"acceptedAnswer":112},"What does the CFA designation require and measure?","Question",{"text":113,"@type":114},"The CFA designation measures qualifications and trustworthiness of financial professionals. A CFA candidate must pass three course exams covering portfolio management, accounting, ethics, money management, and security analysis.","Answer",{"name":116,"@type":111,"acceptedAnswer":117},"What requirements must someone meet to obtain the CFP® certification?",{"text":118,"@type":114},"The CFP® certification is issued by the CFP Board after individuals meet required on-the-job client experience, complete ongoing coursework, and pass an exam covering a broad spectrum of financial issues.",{"name":120,"@type":111,"acceptedAnswer":121},"What does the Series 65 license allow and what topics are tested?",{"text":122,"@type":114},"The Series 65 license allows individuals to serve as investment advisors. Candidates are tested on laws, regulations, ethics, and investment products.","https://schema.org",{"og:url":83,"og:type":125,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":127,"canonical":83},"index,follow",{"doc_id":129,"site_id":62},390083,1790624729,{"code":4,"msg":5,"data":132},{"doc_id":129,"user_id":133,"nickname":92,"user_avatar":134,"doc_module":4,"category_id":19,"category_name":20,"doc_title":65,"doc_description":67,"doc_content":135,"file_id":136,"file_url":137,"file_type":138,"file_size":139,"view_count":105,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":8,"language":140,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":67,"update_tm":144,"read_time":81,"preview_page_count":4},5909890329169,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","Professional Designations  \nThis Summary of Professional Designations is provided to assist you in evaluating the professional designations and minimum requirements of our investment professionals who hold these designations.  \nCFA: Chartered Financial Analyst  \nA Chartered Financial Analyst is a professional designation issued by the CFA Institute which measures the qualifications and trustworthiness of financial professionals. A CFA candidate must pass three course exams in the following areas: portfolio management, accounting, ethics, money management, and security analysis. Licensed CFAs are subject to rigorous ethics rules.  \nCertified Financial Planner®  \nThe Certified Financial Planning Board of Standards (CFP Board) issues the CFP® certification to financial professionals who have met required on-the-job experience with clients, complete ongoing CFP coursework, and pass an exam that covers a broad spectrum of financial issues. Individuals who hold the CFP® certification also agree to abide by the CFP Board’s Standards of Professional Conduct as a key component. The CFP Board is responsible for interpreting and enforcing the ethical duties and standards it imposes on CFP® professionals. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  \nCPA: Certified Public Accountant  \nA certified public accountant (CPA) is a designation given by the American Institute of Certified Public Accountants (AICPA) to individuals that pass the Uniform CPA Examination and meet the education and experience requirements. The CPA designation helps enforce professional standards in the accounting industry.  \nCTFA: Certified Trust and Financial Advisor  \nThe Certified Trust and Financial Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA), which provides training and knowledge in taxes, investments, financial planning, trusts, and estates.  \nIACCP ®: Investment Advisor Certified Compliance Professional  \nAn Investment Advisor Certified Compliance Professional designation issued by National Regulatory Services“NRS” is sponsored by the Investment Advisor Association and NRS which measures qualification of compliance professionals. An IACCP candidate must complete 20 hours of courses and one certifying exam in the following areas: The Advisors Act, Ethics, and Disclosure.  \nSeries 65 License  \nSeries 65 is a securities license issued by the North American Securities Administrators Association (NASAA) that is administered by FINRA, which allows individuals to serve as investment advisors. Candidates who passed the Series 65 exam were tested on the following areas: laws, regulations, ethics, and investment products.","cbCaijN0OGJEBfqO","https://ap.wps.com/l/cbCaijN0OGJEBfqO","pdf",93283,"English","# Professional Designations\n## CFA\n## Certified Financial Planner (CFP®)\n## CPA\n## CTFA\n## IACCP®\n## Series 65 License","[{\"question\":\"What does the CFA designation require and measure?\",\"answer\":\"The CFA designation measures qualifications and trustworthiness of financial professionals. A CFA candidate must pass three course exams covering portfolio management, accounting, ethics, money management, and security analysis.\"},{\"question\":\"What requirements must someone meet to obtain the CFP® certification?\",\"answer\":\"The CFP® certification is issued by the CFP Board after individuals meet required on-the-job client experience, complete ongoing coursework, and pass an exam covering a broad spectrum of financial issues.\"},{\"question\":\"What does the Series 65 license allow and what topics are tested?\",\"answer\":\"The Series 65 license allows individuals to serve as investment advisors. Candidates are tested on laws, regulations, ethics, and investment products.\"}]","Professional Designations - Summary | PDF",1790329654]