Definitions & Designations
September 1st, 2009
(Rick Willoughby) - This was a very common statement in 2001, and still is in many parts of the country. Is this just a fringe real estate investment? Well not anymore! Total raised in 2001 was a paltry $166 million. Then a few years with growth of about 80% annually finds us with a 2007 forecast of $4.5 billion for the industry *.
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Tags: 1031 exchanges, accredited investor, day management, due diligence, institutional investor, institutional investors, life insurance companies, outright purchase, pension funds, professional management, quality real estate, real estate investment, real estate investment trusts, real estate investors, real estate transactions, section 1031 exchange, simple fact, stringent requirements, tax shelters, term lease
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| Posted in Definitions & Designations, Real Estate |
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September 15th, 2008
(Money Manager) - You have probably seen financial advisors list an alphabet soup of abbreviations after their names, such as "John Smith, CPA, CIA". Okay, CPA you may have heard of, but does the second abbreviation mean John is a former employee of the Central Intelligence Agency? Well, no. There is actually a financial designation known as the Certified Internal Auditor, or CIA, so don't think John will regale you with stories of his past experience as a spy. The abbreviations indicate that John has achieved a certain level of education and passed examinations in the areas of accounting and internal audit.
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Tags: alphabet soup, areas of accounting, audit experience, central intelligence agency, certified internal auditor, certified internal auditor cia, character reference, cia designation, cia exam, education hours, equivalent work experience, extra step, financial advisors, financial designation, financial designations, institute of internal auditors, internal audit, john smith, professional organization, professional societies
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| Posted in Definitions & Designations, Money Manager 101, Personal Finance |
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September 5th, 2008
(Money Manager) - This fellowship is offered by the Conference of Consulting Actuaries. The candidate must be working either as an actuarial consultant, a government actuary, and Enrolled Actuary, an insurance actuary, or a teacher of actuarial sciences.
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Tags: acas, actuarial consultant, actuarial sciences, actuarial work, asa, cca, conference of consulting actuaries, designation, enrolled actuary, fsa, government actuary, insurance, six years, work experience
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| Posted in Definitions & Designations |
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September 5th, 2008
(Money Manager) - This designation is offered by the National Association of Estate Planners and Councils.
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Tags: continuing education, designation, insurance, law web, liability insurance coverage, naepc, planners, professional liability insurance, professional liability insurance coverage, proof, substantial involvement, twelve hours
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| Posted in Definitions & Designations |
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September 5th, 2008
(Money Manager) - This designation is offered by the Enrolled Agent Program of the Internal Revenue Service. Enrolled Agents can serve as representatives of taxpayers to the IRS, just as an attorney can represent clients in court.
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September 1st, 2008
(Money Manager) - This designation is offered by Dearborn Financial Services of Kaplan University. The candidate takes one online course that is divided into ten lessons. A quiz must be passed after each lesson, and a final comprehensive examination must also be passed.
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Tags: code of ethics, comprehensive examination, continuing education, dearborn financial services, designation, kaplan university, learning solutions, management specialist, quiz, raymondjames, wealth management
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| Posted in Definitions & Designations |
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September 1st, 2008
(Money Manager) - This designation is offered by the International Foundation. The candidate must complete three courses to earn the designation. The courses can be completed online, in a classroom, or employers can schedule classes to be taught on-site at their place of business.
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September 1st, 2008
(Money Manager) - This designation is offered by the American Academy of Financial Management.
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Tags: american academy, asset manager, code of ethics, college degree, continuing education, cpa, designation, education course, education credit, financial management, least five years, mba, phd, rfs, work experience
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| Posted in Definitions & Designations |
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