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financial planner)와 같은 공인된 자격을 갖춘 개인들로 구성되어 있으나, 전체시장 규모는 공인기관이 다수 존재하기 때문에 정확히 파악하기는 어렵다.
69년에 설립된 미국 최대의 파이낸셜플래닝협회인 IAFP(international association of
financial planners
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Certified Financial Planner Board of Standards,1998.
Genetay N. and P. Molyneux, "Bancassurance", Macmillan, 1998.
Karen Kahler, "Financial Planning as a Relationship Tool", Bank Marketing, Aug. 1995.
3. 인터넷 사이트
http://www.insura.net/newinsura3/bestlife6/hot.asp(보험일보), 「보험사 CFP자격
증
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financial instrument planners of Korea Housing Finance Corporation and several commercial banks to understand the overview and present sales condition of reverse mortgage loan. Especially, we analyzed HECM(Home Equity Conversion Mortgage; the public reverse mortgage system in the US) members trend o
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Certified [chartered] Financial Analyst (공인 재무 분석사)
ex) CFA, also standing for a financial community, though not a very effective one, is the name for the common currency in French Africa, which is on a fixed exchange rate with the French franc.
(금융계의 모임을 뜻하기도 하는 CFA는 별로
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American Society of Planning
Officials)와 통합되어 미국기획협회(American Planning Association)를 구성하였다.
동 협회는 산하에 전문적인 활동을 담당하는 기구로서 미국공인기획가기구
(American Institute of Certified Planners)를 두고 전문직으로서의 행위규범을
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Certified Public Accountant specializing in insurance and commodities build the mathematical knowledge, business computer programs for handling various efforts have been made to wear anywhere. The insurance expertise as a certified public accountant in the Financial Supervisory Service (FSS) organiz
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