Certified Financial Manager

Financial Planner (IFA)

This established wealth management practice has developed an exceptional reputation based on the quality of advice given by their Chartered and Certified Financial Planners. With an excellent back office system in place and a high quality technical support function they are in a position to provide a first class offering to independent financial advisers. The company was established by a Certified Financial Planner who can offer ongoing guidance and expertise about establishing advisers within the wealth management arena, focusing on work with HNW clients and assisting with developing professional connections. With the back office function allowing individuals to focus purely on advice this is an excellent home for an ambitious, proactive and confident consultant. Candidates will have some form of client base to transfer and to that end are likely to currently be self-employed advisers at present looking for much better support in a RDR-ready, fee based environment. Individuals will be hard working, keen to develop and be fully bought in to advanced qualifications and increased professionalism. CertPFS and CAS is a minimum, although ideally applicants will have progressed with the diploma.

Finance Degree Vs Accounting Degree – What's The Difference? | Go ...

Are you thinking about earning a degree in business?  If so, you may have wondered what area of business you should specialize in.  If you are interested in the most lucrative business specialties, finance and accounting are definitely the ones to pursue.  You can choose one of these to specialize in or even earn a double major in the two areas.  But what’s the difference in the two disciplines?  Is there any overlap in the two degrees ?  What kinds of careers do each specialty lead to?

Finance degrees and accounting degrees are very different programs of study that are designed for completely different career paths.  Finance degrees are primarily designed for those who want to go into the banking industry, investing, or perhaps financial advising.  Accounting degrees are designed for those who want to become certified public accountants (CPAs) or work as accountants for corporations, non-profit entities, or the government.

There is some overlap in finance and accounting degrees.  Nearly all business degrees have a common core of classes that are required such as macro and micro economics, intro to management, intro to marketing, business ethics, business law, and occasionally a few others.  Regardless of the business discipline you are studying and the school you are attending, these core courses are very common.

Most finance degree programs include courses that prepare the student for banking, investment, or financial advising careers.  Typical courses in a finance degree program include such topics as securities analysis, financial planning, risk management, portfolio management, international finance, and others.

There are several professional certifications finance majors can pursue.  Just a few of these certifications include certified financial planner, chartered financial analyst, certified fund specialist, chartered financial consultant, and many others.

Most accounting degree programs include courses that prepare the student for private, corporate, non-profit, or government accounting careers.  Typical courses in an accounting degree program include such topics as management accounting, auditing, accounting information systems, taxation, international accounting, intermediate and advanced accounting, and others.

There are several professional certifications that accounting majors can pursue.  Just a few of these certifications include certified public accountant (CPA), certified management accountant (CMA), certified fraud examiner (CFE), certified internal auditor (CIA), enrolled agent (EA), certified government financial manager (CGFM), and many others.

Fundamentals of financial management

Contemporary Financial Management

The complete personal finance handbook, step-by-step instructions to take control of your financial future--with companion CD-ROM

Personal Financial Planning

Schaum's Outline of Financial Management, Third Edition