Certificate in Financial Planning

Certificate in Financial Planning
фин., брит. сертификат по финансовому планированию* (базовое профессиональное звание, которое присваивается Королевским институтом страхования лицам, прошедшим специальных учебный курс, охватывающий вопросы структуры рынка финансовых услуг и его регулирования, управления инвестициями, пенсионного страхования, финансового планирования и др., и успешно сдавшим квалификационные экзамены; сертификат свидетельствует о наличии минимального квалификационного уровня, необходимого по требованиям регулирующих органов для осуществления деятельности в качестве финансового консультанта; получение такого сертификата дает право на вступление в Общество персональных финансов и получение звания "сертифицированный член Общества персональных финансов"; сертификат заменил ранее использовавшийся "Financial Planning Certificate")

Англо-русский экономический словарь.

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