Finance & Accounting
Wealth Management & Financial Planning certifications
19 active certifications from 9 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.
Beginner 2 active
- FSCPFinancial Services Certified Professional
The American College of Financial Services
- Level
- Beginner
- Exam fee
- $3,475
- Renewal
- Every 2 years
- FPWMPFinancial Planning & Wealth Management Professional
Corporate Finance Institute (CFI)
- Level
- Beginner
- Exam fee
- Price not published by Corporate Finance Institute (CFI)
- Renewal
- Not catalogued yet
Intermediate 10 active
- CFPCERTIFIED FINANCIAL PLANNER
CFP Board (US) / FPSB (outside US)
- Level
- Intermediate
- Exam fee
- Price not published by CFP Board (US) / FPSB (outside US)
- Renewal
- Every 2 years
- ChFCChartered Financial Consultant
The American College of Financial Services
- Level
- Intermediate
- Exam fee
- US$6,545 (course + exam bundle)
- Renewal
- Every 2 years
- CII DipPFSCII Level 4 Diploma in Regulated Financial Planning
Chartered Insurance Institute (CII / PFS)
- Level
- Intermediate
- Exam fee
- Price not published by Chartered Insurance Institute (CII / PFS)
- Renewal
- Every 1 year
- CLUChartered Life Underwriter
The American College of Financial Services
- Level
- Intermediate
- Exam fee
- $3,940
- Renewal
- Every 2 years
- RICPRetirement Income Certified Professional
The American College of Financial Services
- Level
- Intermediate
- Exam fee
- $2,795
- Renewal
- Every 2 years
- ChSNCChartered Special Needs Consultant
The American College of Financial Services
- Level
- Intermediate
- Exam fee
- $2,895
- Renewal
- Every 2 years
- RMAIWI Retirement Management Advisor
Investments & Wealth Institute
- Level
- Intermediate
- Exam fee
- Price not published by Investments & Wealth Institute
- Renewal
- Every 2 years
- RSSARegistered Social Security Analyst
NARSSA (National Association of Registered Social Security Analysts)
- Level
- Intermediate
- Exam fee
- $3,395
- Renewal
- Not catalogued yet
- WMCPWealth Management Certified Professional
The American College of Financial Services
- Level
- Intermediate
- Exam fee
- $2,995
- Renewal
- Every 2 years
- DAFCPDonor-Advised Fund Certified Professional
The American College of Financial Services
- Level
- Intermediate
- Exam fee
- $1,495
- Renewal
- Not catalogued yet
Expert 7 active
- IWI CIMACertified Investment Management Analyst (CIMA)
Investments & Wealth Institute
- Level
- Expert
- Exam fee
- Price not published by Investments & Wealth Institute
- Renewal
- Every 2 years
- CII APFSCII Advanced Diploma in Financial Planning (Chartered Financial Planner)
Chartered Insurance Institute (CII / PFS)
- Level
- Expert
- Exam fee
- Price not published by Chartered Insurance Institute (CII / PFS)
- Renewal
- Every 1 year
- CPWACertified Private Wealth Advisor
Investments & Wealth Institute
- Level
- Expert
- Exam fee
- Price not published by Investments & Wealth Institute
- Renewal
- Every 2 years
- AEPAccredited Estate Planner
NAEPC (National Association of Estate Planners & Councils)
- Level
- Expert
- Exam fee
- Price not published by NAEPC (National Association of Estate Planners & Councils)
- Renewal
- Not catalogued yet
- CAPChartered Advisor in Philanthropy
The American College of Financial Services
- Level
- Expert
- Exam fee
- $4,495
- Renewal
- Every 2 years
- CISI CWMCISI Chartered Wealth Manager Qualification
CISI (Chartered Institute for Securities & Investment)
- Level
- Expert
- Exam fee
- Price not published by CISI (Chartered Institute for Securities & Investment)
- Renewal
- Not catalogued yet
- PFSPersonal Financial Specialist
AICPA
- Level
- Expert
- Exam fee
- Price not published by AICPA
- Renewal
- Every 1 year