What's New : 30 Days : Financial Management


Financial reference materials related to a wide range of business interests - calculators, company profiles, ESOP, funding, rating agencies, unclaimed property and much more

Sub-Categories with new or updated resources include: Emissions Trading, Financial Designations, Unclaimed Property


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Financial Management » Emissions Trading
Resources on greenhouse gas emissions allowance trading


Updated Chicago Climate Futures Exchange Library [31187] Chicago Climate Futures Exchange Library : Resource Info
Document library that includes trading strategies


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Financial Management » Financial Designations
Credentials for financial professionals


New ABA Institute of Certified Bankers [36565] ABA Institute of Certified Bankers : Resource Info
A series of designations for retail, bank management, risk management, mortgage, wealth management & retirement services

New AEP- Accredited Estate Planner [36571] AEP- Accredited Estate Planner : Resource Info
Provides certification for estate planning professionals

New AFC - Accredited Financial Counselor [36562] AFC - Accredited Financial Counselor : Resource Info
Area of emphasis - debt and money management

New American Academy of Financial Management [36575] American Academy of Financial Management : Resource Info
A worldwide Board of Standards and financial professional organization provides global recognition

New American Payroll Association [36577] American Payroll Association : Resource Info
Issues the Certified Payroll Professional (CPP) and Fundamental Payroll Certification (FPC)

New American Society of Pension Professionals & Actuaries Credentials [36582] American Society of Pension Professionals & Actuaries Credentials : Resource Info
Includes the MSPA, FSPA, QKA, QPA, CPC, QPFC, TGPC, APM

New CDFA - Certified Divorce Financial Analyst [36563] CDFA - Certified Divorce Financial Analyst : Resource Info
Area of emphasis - financial issues of divorce

New CDFM - Certified Defense Financial Manager [36579] CDFM - Certified Defense Financial Manager : Resource Info
Core aspects of defense financial management

New CEBS - Certified Employee Benefit Specialist [36574] CEBS - Certified Employee Benefit Specialist : Resource Info
Covering all aspects of benefits and compensation - also CMS, GBA and RPA specialty designations

New CFA - Chartered Financial Analyst [36566] CFA - Chartered Financial Analyst : Resource Info
Areas of emphasis - portfolio management and investment analysis - also issues CIPM

New CFP - Certified Financial Planner [36558] CFP - Certified Financial  Planner : Resource Info
Board of Standards provides CFP certification

New CGFM - Certified Government Financial Manager [36580] CGFM - Certified Government Financial Manager : Resource Info
A standard by which government financial management professionals are measured

New ChFC - Chartered Financial Consultant [36567] ChFC - Chartered Financial Consultant : Resource Info
Areas of emphasis - financial planning

New CPA - Certified Public Accountant [36564] CPA - Certified Public Accountant : Resource Info
Area of emphasis - accounting, income and estate tax planning

New CSEP and CSRP Designations [36573] CSEP and CSRP Designations : Resource Info
Certified Specialist in Estate Planning (CSEP) and Certified Specialist in Retirement Planning (CSRP)

New CTP - Certified Treasury Professional [36572] CTP - Certified Treasury Professional : Resource Info
For those in corporate treasury management

New EA - Enrolled Agent [36561] EA - Enrolled Agent : Resource Info
An enrolled agent has earned the priviledge of representing taxpayers before the IRS

New ERP- Energy Risk Professional [36570] ERP- Energy Risk Professional : Resource Info
Provides certification in financial risk management for the energy industry

New FRM - Financial Risk Manager [36569] FRM - Financial Risk Manager : Resource Info
Provides certification in financial risk management

New Institute of Internal Auditors [36568] Institute of Internal Auditors : Resource Info
Provide certifications for the CIA, CCSA, CFSA, CGAP

New Investment Adviser Public Disclosure - RIA and IAR [36559] Investment Adviser Public Disclosure - RIA and IAR : Resource Info
Registered Investment Adviser (RIA) or Investment Adviser Representative (IAR) - registered by the SEC

New National Association of Certified Valuation Analysts [36578] National Association of Certified Valuation Analysts : Resource Info
Certified Valuation Analyst (CVA), Accredited Valuation Analyst (AVA), Certified Forensic Financial Analyst (CFFA)

New PFS - Personal Financial Specialist [36560] PFS - Personal Financial Specialist : Resource Info
Personal financial planning designation for CPAs Certified Public Accountants

New RFP - Registered Financial Planner [36576] RFP - Registered Financial Planner : Resource Info
For financial planners


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Financial Management » Unclaimed Property
Federal and state databases and requirements for unclaimed property holders


Updated KY-Kentucky Unclaimed Property [21857] KY-Kentucky Unclaimed Property : Resource Info
Responsible for the safekeeping and return of monies designated as unclaimed

Updated US HUD Refunds [21887] US HUD Refunds : Resource Info
Database of those eligible for refunds for HUD/FDA insured mortgages



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