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Degrees & Certifications

Learn which degrees lead to the best opportunities for financial advisors and which certifications are most useful. Know the difference between CFP, CFA, and CPA and the fastest route to each.

Degrees & Certifications
  • CFA
  • CPA
  • Finra Exams
  • MBA

What Is a Certified Financial Planner (CFP)?

A certified financial planner holds the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc.

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    Chartered Market Technician (CMT)

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    Associate in Commercial Underwriting (AU)

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    Master of Public Administration (MPA)

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    Certified Fraud Examiner (CFE)

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    Chartered Portfolio Manager (CPM)

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    Institute Of Internal Auditors (IIA)
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    International Association of Financial Engineers (IAFE)

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    Canadian Institute of Chartered Accountants (CICA)

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    Certified Commercial Investment Member (CCIM)
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    Chartered Asset Manager (CAM)

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    Associate In Loss Control Management (ALCM)
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    Certified Senior Consultant (CSC)

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    Accounting & Financial Women's Alliance (AFWA)
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    Chartered Market Analyst (CMA)
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    Institute For Supply Management (ISM)
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    American Academy Of Financial Management (AAFM)

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    Compliance Registered Options Principal (CROP)
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    Chartered Business Valuator (CBV)

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    The Institute Of Chartered Accountants of Scotland
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    American Women's Society of Certified Public Accountants

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