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Careers Degrees & Certifications

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
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  • Finra Exams
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Ethnic Senior Couple With Financial Advisor

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.

  • Credit Analyst Definition

  • Research Analyst Definition

  • Summa Cum Laude Definition
  • Central Park in spring with people

    Public Good Definition

  • Investment Manager Definition
  • Young businessman giving presentation in the office

    Comparing Business Administration Degree vs. Finance Degree
  • Woman's Hands Counts on the Calculator

    Certified Management Accountant (CMA) Definition
  • Startup Grind

    Is Majoring in Entrepreneurship a Good Idea?
  • stock market

    Chartered Market Technician (CMT)

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  • Energy Risk Professional (ERP)

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    Associate in Commercial Underwriting (AU)

  • Licensed International Financial Analyst (LIFA)
  • Business people at conference

    Master of Public Administration (MPA)

  • Commodity Trading Advisor (CTA)
  • exam takers taking test

    Studying For The CFP Exam
  • Graduation

    Cum Laude Definition

  • Certified Asset Protection Analyst (CAPA) Definition
  • Graduation

    The Benefits of an Accelerated Bachelor's/Master's Degree
  • Serious young student writing in book while studying at table in university

    Is a Master's Degree or Experience More Valuable?
  • Contemporary financial skyscrapers from ground view against sky

    Certified Fraud Examiner (CFE)

  • Careers in Accounting Information Systems: A Guide
  • Graduation

    What Should an Aspiring Financial Advisor Major In?

  • Certified Financial Divorce Practitioner (CFDP)

  • Advance Your Financial Career with the CIPM Designation
  • Financial advisor with laptop and paperwork meeting with family at dining room table

    Chartered Portfolio Manager (CPM)
  • CFP Exam Flashcard Study System

    The Key to CFP Exam Success

  • More Tips For Series 7 Options Questions
  • Business people discussion working concept

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

  • Certified Divorce Financial Analyst (CDFA)

  • Chartered Investment Counselor (CIC)
  • Financial advisor meeting with senior couple in kitchen

    Accredited Advisor In Insurance (AAI)
  • advisor talking to clients

    Board Certified In Estate Planning (BCE)

  • Licenses for hedge fund manager
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    Canadian Institute of Chartered Accountants (CICA)

  • Financial Accounting Foundation (FAF)
  • Close up of a dollar

    Certified Commercial Investment Member (CCIM)
  • Two business people calculate their business in the office.

    Chartered Asset Manager (CAM)
  • Fingers pointing to the word valuation

    An Introduction To The Chartered Business Valuator Designation

  • Daily Money Manager (DMM)

  • Associate in Insurance Accounting and Finance (AIAF)
  • insurance agent speaking with client

    Associate In Loss Control Management (ALCM)
  • Three people at a table, a senior couple seated with a man using paper and pen to give them information.

    Certified Senior Consultant (CSC)

  • Associate In Marine Insurance Management (AMIM)
  • Close up of female accountant or banker making calculations

    Accounting & Financial Women's Alliance (AFWA)
  • Close up of accountant or banker making calculations

    Chartered Market Analyst (CMA)
  • Woman using digital tablet in store

    Institute For Supply Management (ISM)
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    American Academy Of Financial Management (AAFM)

  • An Introduction to the CCIM Exam
  • Smiling businesswoman leading project meeting in office conference room

    Compliance Registered Options Principal (CROP)
  • Business people in a meeting

    National Association of Certified Valuation Analysts (NACVA)
  • Business people discussion working concept

    Accredited Automated Clearing House Professional (AAP)
  • Cropped Image Of Insurance Agent Discussing With Client At Desk

    Chartered Business Valuator (CBV)

  • Chartered Life Underwriter (CLU)

  • Associate In Premium Auditing (APA)

  • Certificate in Investment Performance Measurement (CIPM) Definition
  • UK - Edinburgh - Bank of Scotland building

    The Institute Of Chartered Accountants of Scotland
  • Businesswoman reviewing paperwork with woman

    American Women's Society of Certified Public Accountants

  • Certified Investment Management Consultant (CIMC)
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