Finance & Accounting
Investment Analysis & Asset Management certifications
35 active certifications from 13 issuers. Within each level the most recognised come first (industry recognition, and how many career tracks use them). Open one for prerequisites, recognition and career paths.
14 Beginner13 Intermediate8 Expert
Beginner 14 active
- SIESecurities Industry Essentials Exam
FINRA
- Level
- Beginner
- Exam fee
- $100
- Renewal
- Every 4 years
- CFA UK IMCCFA UK Investment Management Certificate
CFA Society of the UK
- Level
- Beginner
- Exam fee
- Price not published by CFA Society of the UK
- Renewal
- Does not expire
- IOCCISI Investment Operations Certificate
CISI (Chartered Institute for Securities & Investment)
- Level
- Beginner
- Exam fee
- Price not published by CISI (Chartered Institute for Securities & Investment)
- Renewal
- Not catalogued yet
- NISM V-ANISM-Series-V-A: Mutual Fund Distributors Certification Examination
NISM (National Institute of Securities Markets)
- Level
- Beginner
- Exam fee
- Price not published by NISM (National Institute of Securities Markets)
- Renewal
- Every 3 years
- NISM VIIINISM-Series-VIII: Equity Derivatives Certification Examination
NISM (National Institute of Securities Markets)
- Level
- Beginner
- Exam fee
- Price not published by NISM (National Institute of Securities Markets)
- Renewal
- Every 3 years
- Series 6Investment Company and Variable Contracts Products Representative Exam (Series 6)
FINRA
- Level
- Beginner
- Exam fee
- $100
- Renewal
- Not catalogued yet
- Series 63Uniform Securities Agent State Law Exam (Series 63)
NASAA (administered by FINRA)
- Level
- Beginner
- Exam fee
- $147
- Renewal
- Not catalogued yet
- CFA IFCFA Institute Investment Foundations Certificate
CFA Institute
- Level
- Beginner
- Exam fee
- $350
- Renewal
- Does not expire
- CFA PMAICFA Institute Private Markets and Alternative Investments Certificate
CFA Institute
- Level
- Beginner
- Exam fee
- $890
- Renewal
- Not catalogued yet
- ECIMEFFAS Certified Investment Manager
EFFAS (European Federation of Financial Analysts Societies)
- Level
- Beginner
- Exam fee
- Price not published by EFFAS (European Federation of Financial Analysts Societies)
- Renewal
- Not catalogued yet
- FMVAFinancial Modeling & Valuation Analyst
Corporate Finance Institute (CFI)
- Level
- Beginner
- Exam fee
- Price not published by Corporate Finance Institute (CFI)
- Renewal
- Does not expire
- CFA UK IB AwardCFA UK Investment Business Award
CFA Society of the UK
- Level
- Beginner
- Exam fee
- Price not published by CFA Society of the UK
- Renewal
- Not catalogued yet
- CMSACapital Markets & Securities Analyst
Corporate Finance Institute (CFI)
- Level
- Beginner
- Exam fee
- Price not published by Corporate Finance Institute (CFI)
- Renewal
- Not catalogued yet
- FTIPFinTech Industry Professional
Corporate Finance Institute (CFI)
- Level
- Beginner
- Exam fee
- Price not published by Corporate Finance Institute (CFI)
- Renewal
- Not catalogued yet
Intermediate 13 active
- CFA L1CFA Program Level I
CFA Institute
- Level
- Intermediate
- Exam fee
- $1,140
- Renewal
- Does not expire
- CFA L2CFA Program Level II
CFA Institute
- Level
- Intermediate
- Exam fee
- $1,140
- Renewal
- Does not expire
- Series 65Uniform Investment Adviser Law Exam (Series 65)
NASAA (administered by FINRA)
- Level
- Intermediate
- Exam fee
- $187
- Renewal
- Every 1 year
- Series 7Series 7 – General Securities Representative Exam
FINRA
- Level
- Intermediate
- Exam fee
- $395
- Renewal
- Every 1 year
- NISM X-ANISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
NISM (National Institute of Securities Markets)
- Level
- Intermediate
- Exam fee
- Price not published by NISM (National Institute of Securities Markets)
- Renewal
- Every 3 years
- NISM XVNISM-Series-XV: Research Analyst Certification Examination
NISM (National Institute of Securities Markets)
- Level
- Intermediate
- Exam fee
- Price not published by NISM (National Institute of Securities Markets)
- Renewal
- Every 3 years
- Series 66Uniform Combined State Law Exam (Series 66)
NASAA (administered by FINRA)
- Level
- Intermediate
- Exam fee
- $177
- Renewal
- Not catalogued yet
- Series 79Investment Banking Representative Exam (Series 79)
FINRA
- Level
- Intermediate
- Exam fee
- $395
- Renewal
- Not catalogued yet
- Series 99Operations Professional Exam (Series 99)
FINRA
- Level
- Intermediate
- Exam fee
- $100
- Renewal
- Not catalogued yet
- CFA CIPMCertificate in Investment Performance Measurement
CFA Institute
- Level
- Intermediate
- Exam fee
- $675
- Renewal
- Every 1 year
- CFA PECCFA Institute Private Equity Certificate
CFA Institute
- Level
- Intermediate
- Exam fee
- $890
- Renewal
- Not catalogued yet
- ECPMEFFAS Certified Portfolio Manager
EFFAS (European Federation of Financial Analysts Societies)
- Level
- Intermediate
- Exam fee
- Price not published by EFFAS (European Federation of Financial Analysts Societies)
- Renewal
- Not catalogued yet
- FDPFinancial Data Professional
CAIA Association (FDP Institute)
- Level
- Intermediate
- Exam fee
- Price not published by CAIA Association (FDP Institute)
- Renewal
- Every 1 year
Expert 8 active
- CAIAChartered Alternative Investment Analyst
CAIA Association
- Level
- Expert
- Exam fee
- Price not published by CAIA Association
- Renewal
- Every 1 year
- CFA L3CFA Program Level III (CFA charter)
CFA Institute
- Level
- Expert
- Exam fee
- $1,140
- Renewal
- Every 1 year
- ABVAccredited in Business Valuation
AICPA
- Level
- Expert
- Exam fee
- Price not published by AICPA
- Renewal
- Every 1 year
- CEFACertified European Financial Analyst (CEFA) by EFFAS
EFFAS (European Federation of Financial Analysts Societies)
- Level
- Expert
- Exam fee
- Price not published by EFFAS (European Federation of Financial Analysts Societies)
- Renewal
- Not catalogued yet
- CQFCertificate in Quantitative Finance
CQF Institute (Fitch Learning)
- Level
- Expert
- Exam fee
- $18,995
- Renewal
- Not catalogued yet
- Series 24General Securities Principal Exam (Series 24)
FINRA
- Level
- Expert
- Exam fee
- $235
- Renewal
- Not catalogued yet
- CMTChartered Market Technician
CMT Association
- Level
- Expert
- Exam fee
- $1,075
- Renewal
- Every 1 year
- CISI Dip CMCISI Diploma in Capital Markets
CISI (Chartered Institute for Securities & Investment)
- Level
- Expert
- Exam fee
- Price not published by CISI (Chartered Institute for Securities & Investment)
- Renewal
- Not catalogued yet