CODA STOCK CODE
CODA STOCK PROFESSIONAL

The AWMA ® certification requires abiding by a code of ethics and passing a certification examination covering coursework that addresses the asset management needs of individuals. Individuals who hold the APMA SM designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology.ĪWMA® Accredited Wealth Management Advisor℠

CODA STOCK PROFESSIONAL

AIF ® designees must complete training and annual continuing professional education requirements and attest to a code of ethics.ĪPMA® Accredited Portfolio Management Advisor℠ The Accredited Investment Fiduciary (AIF) ® designation is awarded to professionals who have demonstrated a comprehensive knowledge of fiduciary practices. The AEP designation is awarded by the National Association of Estate Planners & Councils to estate planners who have completed two graduate-level courses administered by The American College, meet specific professional requirements and who practice as one of the following: attorney, CPA, trust officer, CLU ®, CFP ® certificant or ChFC ®. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Individuals who hold the ADPA SM designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products.ĪDPA® Accredited Domestic Partnership Advisor℠ The AAMS ® certification requires abiding by a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. and Riot Games Inc.AAMS® Accredited Asset Management Specialist℠ Its customers include gaming giants inclduing Tencent Holdings Ltd., Krafton Inc., Activision Blizzard Inc. Its investors include London-based private equity firm Apis Partners and Japan’s GMO Global Payment Fund. Representatives for Coda, Advent and Primavera didn’t immediately respond to requests for comment.įounded in 2011, Coda provides online payment solutions to digital content providers in more than 30 markets, according to its website.

The company was seeking a valuation of at least $4 billion, people familiar with the matter said at the time.Ĭonsiderations are ongoing and details such as the value and prospective investors could still change, the people said.

on a strategic review of options including a potential sale of the business, an initial public offering and a private round, Bloomberg News reported in November. Investors including private equity firms Advent International and Primavera Capital are considering participating in the round, the people said.Ĭoda has been working with Goldman Sachs Group Inc.

The online payment processing company is poised to announce a fresh fundraising deal to fuel growth plans as early as this week, the people said, asking not to be identified because the discussions are private. (Bloomberg) - Singaporean firm Coda Payments Pte is nearing a deal to raise private funds at about a $2.5 billion valuation, according to people familiar with the matter.

Coda stock