Financial Definition of CIC
What It Is
How It Works
Those who hold a CIC certification have a high level of expertise in portfolio management. A CIC is an investment advisor who has at least five years of experience, holds a chartered financial analyst (CFA) designation and has passed a series of examinations. The CIC designation is awarded by the Investment Counsel Association (ICA) once the candidate has been employed as a member of the Investment Counsel Association of America (ICAA) and passed examinations that reflect proficiency in such subjects as economic theory, portfolio management and analysis, taxation and accounting rules.
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