Professional certification in financial services
A professional certification, trade certification, or professional designation is a designation a person earns to demonstrate qualification for a job or task.
The Certified Financial Planner (CFP)...
Certified Financial Planner
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United ...
Certified Treasury Professional
The Certified Treasury Professional (CTP) is a certification awarded by the Association for Financial Professionals (AFP) of Bethesda, Maryland to individuals who meet eligibility criteria and demonst...
Chartered Alternative Investment Analyst
Chartered Alternative Investment Analyst (CAIA) (pronounced "KAI-ah") is a professional designation offered by the CAIA Association to investment professionals who complete a course of study and pass ...
Chartered Alternative Investment Analyst - Wikipedia
Certified International Investment Analyst
Certified International Investment Analyst (CIIA) is a global finance designation offered by the Association of Certified International Investment Analysts (ACIIA) to financial professionals; candidat...
Chartered Financial Analyst
The Chartered Financial Analyst (CFA) Program is a professional credential offered internationally by the American-based CFA Institute (formerly the Association for Investment Management and Research,...
Chartered Financial Analyst - Wikipedia
American Academy of Financial Management
The American Academy of Financial Management is a US-based board of standards, certifying body, and accreditation council focused on the finance sector and management professionals. It has been critic...
Chartered Strategic Wealth Professional
The Chartered Strategic Wealth Professional (CSWP) designation is a professional certification conferred by Canadian Securities Institute, a Canadian financial education company that provides courses,...
Canadian Investment Manager
The Chartered Investment Manager (CIM®), previously Canadian Investment Manager, designation is a professional certification conferred by Canadian Securities Institute, a Canadian financial education ...
List of post-nominal letters
Post-nominal letters are letters placed after the name of a person to indicate that the individual holds a position, office, or honour.An individual may use several different sets of post-nominal lett...
Certified Securities Investment Advisor
In South Korea, a Certified Securities Investment Advisor (CSIA) is a certified professional permitted to offer investment advice to clients and to accept purchase and sale orders for certain financia...
Certified Risk Analyst
Certified Risk Analyst (CRA) is a risk management professional designation offered by the American Academy of Financial Management (AAFM). CRA risk management training and certification is available ...
Certified California Municipal Treasurer
A Certified California Municipal Treasurer (CCMT) is a post-nominal professional certification awarded by the California Municipal Treasurers Association (CMTA) to California public treasurers who mee...
Stock market education
To become a professional securities broker in the United States, an individual must take and pass the General Securities Representative Exam (Series 7) and in most states, the Uniform Securities Agent...
California Society of Municipal Finance Officers
The California Society of Municipal Finance Officers (or CSMFO) is a professional association of state, county, and local government finance officers in California. The California Society of Municipa...
Certificate in Quantitative Finance
The Certificate in Quantitative Finance is a Financial Engineering program and a finance designation offered by the CQF Institure. CQF provides in-depth, practical training in Mathematical Finance, Fi...
Society of Actuaries
The Society of Actuaries (SOA) is a professional organization for actuaries based in North America. It was founded in 1949 as the merger of two major actuarial organizations in the United States: the ...
Society of Actuaries - Wikipedia
California Municipal Treasurers Association
California Municipal Treasurers Association (CMTA) is the professional society of active public treasurers of California counties, cities, and special districts. It sets ethical standards for the tre...
Association of Public Treasurers of the United States and Canada
Association of Public Treasurers of the United States and Canada (APTUSC) is the professional society of active public treasurers of counties, provinces, cities, and special districts in the United St...
Chartered Financial Consultant
Chartered Financial Consultant (ChFC) is the "Advanced Financial Planning" designation awarded by the The American College of Financial Services. Charter holders use the designation ChFC on their resu...
Certified Government Financial Manager
A Certified Government Financial Manager (CGFM) is a professional certification issued by the Association of Government Accountants (AGA) in the United States. It was created in 1994 to provide a pro...
Certificate in Investment Performance Measurement
The Certificate in Investment Performance Measurement (CIPM) is an international professional accreditation in the field of investment performance analysis. It includes investment performance measure...
Certified Financial Education Instructor
The Certified Financial Education Instructor designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards. The course is int...
Professional Risk Manager
The Professional Risk Managers' International Association (PRMIA) is a non-profit organisation focused on the "promotion of sound risk management standards and practices globally", and "the integratio...
Professional Risk Manager - Wikipedia
Investment Banking Exam
The Limited Representative - Investment Banking Exam, commonly referred to as the Series 79, is an examination administered by the U.S. Financial Industry Regulatory Authority (FINRA) for investment b...
Uniform Securities Agent State Law Exam
The Uniform Securities Agent State Law Examination, commonly referred to as the Series 63, is developed by North American Securities Administrators Association (NASAA) and is administered by the Finan...
Certified mortgage consultant
In the United States a Certified Mortgage Consultant is the most advanced designation for mortgage professionals who are members of the National Association of Mortgage Brokers.There are 3 levels of o...
Chartered Economic Analyst
The Chartered Economic Analyst (ChEA) is a professional designation conferred by the National Institute of Continuing Education (NICE). The designation was created in the spring of 2006. To receive au...
Series 6 Exam
In the United States, the investment company products/variable life contracts representative exam, is commonly referred to as the Series 6 exam. Individuals passing this multiple choice exam are licen...
Certified Financial Planner Board of Standards
Certified Financial Planner Board of Standards, Inc. (CFP Board) is the non-profit certifying and standards-setting organization that administers the Certified Financial Planner certification program ...