Most demanding and respected credential. Signifies an individual has mastered a broad range of practical portfolio management and advanced investment analysis skills through extensive training and experience. Held to rigorous ethical standards.
www.cfainstitute.org
Most recognized credential. Signifies an individual has completed comprehensive training, understands complexities of the changing financial climate and knows how to make financial planning recommendations in your best interest while adhering to high ethical standards.
www.cfp.net
Signifies an individual is trained and qualified to provide comprehensive advanced financial planning for individuals, professionals and small business owners while adhering to high ethical standards.
Signifies an individual has attained comprehensive training in fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics. www.aba.com/ctfa
Specialized education in finance. Graduates gain advanced knowledge in financial planning tools, analysis strategies and implementation methods.
www.icfs.com/masters
Signifies an individual is trained to guide the financial process: goal identification, data organization, needs analysis, problem identification, recommendations and plan implementation.
www.iarfc.org
Signifies an individual has attained comprehensive training in professional standards of the accounting industry.
