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Financial Advisor Certifications & Financial Advisor Designations

Earn A Financial Advisor Certification Or Financial Advisor Designation!

Have you considered pursuing a financial certification, such as the CFP, to accelerate your career in the financial services industry? Perhaps you would like to obtain a financial advisor designation such as the CSA or the CHFC to help you develop deeper relationships with your clients? Would you like to specialize in areas such as annuities or estate planning by earning the CAS or CES financial certifications? We can help!

ABTrainingCenter offers the most complete collection of courses to help you earn a particular finance certification or designation. Below is a list of common finance-related designations that will boost your knowledge and career!

To learn more, simply click on one of the following finance certifications, or select your desired financial advisor designation from the "Designations/Certifications" section of the search box below.

  • CAS, Certified Annuity Specialist
    The CAS designation demonstrates the advisor's expertise and commitment to helping individuals work towards their retirement goals with annuities as a suitable option. CAS is fully accredited and is the oldest designation in the annuity industry. It is the only such designation recognized by dozens of Fortune 500 companies.

  • CCPS, Certified College Planning Specialist
    The CCPS certification program was designed to provide designees with the knowledge and resources necessary to implement college advisory services in their practice. The CCPS certification is a symbol of knowledge, expertise, and professionalism that will surely differentiate you from other financial advisors.

  • CES, Certified Estate and Trust Specialist
    The CES designation demonstrates the advisor's expertise and commitment to helping individuals plan for the passing of a loved one and their effective transfer of wealth - chiefly how to maximize passing one's wealth onto a spouse and future generations while mitigating estate taxes.

  • CFP, Certified Financial Planner
    The Certified Financial Planner designation is awarded by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience and ethics requirements. It generally is regarded as the industry standard for the financial planning profession.

  • CFS, Certified Fund Specialist
    The CFS designation demonstrates the advisor's expertise and commitment to understanding mutual funds - to able to evaluate and compare financial measurements and benchmarks of the funds when constructing a portfolio. CFS is fully accredited and is the oldest designation in the mutual fund industry - created in 1988.

  • CIS, Certified Income Specialist
    The CIS designation demonstrates the advisor's expertise and commitment to helping individuals plan for a comfortable retirement - chiefly how to maximize income while mitigating risk and taxes. Your clients will appreciate the special knowledge and insight you bring to the table as a CIS.

  • CSA, Certified Senior Advisor
    The CSA designation signifies that designees have acquired broad-based knowledge of the health, social, and financial issues that are important to the majority of seniors, and recognize how the dynamics of these factors work in seniors' lives.

  • CTS, Certified Tax Specialist
    The CTS designation demonstrates the advisor's expertise and commitment to provide ways to reduce taxable income. There are a number of ways to decrease taxable income and reduce tax liability for your clients; the CTS program will show you a process that is both entertaining and informative.

  • CAIA, Chartered Alternative Investment Analyst
    The CAIA?designation is recognized globally as the benchmark for analysis, application, and standards of practice in the alternative investment arena. The Chartered Alternative Investment Analyst program's diverse curriculum appeals to investment advisors, consultants and analysts, fund managers and administrators, accountants, lawyers, academics, and compliance and back office personnel.

  • CASL, Chartered Advisor for Senior Living
    The CASL designation provides advisors with the comprehensive skills to address the main concerns of the senior demographic, covering such items as financial, health, psychological, and sociological issues.

  • CFA, Chartered Financial Analyst
    The CFA charter, awarded by the CFA Institute, is regarded as the designation of professional excellence within the global investment community. The curriculum and examination process are intended to provide candidates with ethical standards of practice, and an in-depth understanding of investment analysis and portfolio management skills.

  • ChFC, Chartered Financial Consultant
    Awarded by The American College, the ChFC prepares individuals to meet the advanced financial planning needs of individuals, professionals and small-business owners. The curriculum offers in-depth coverage of key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.

  • FRM, Financial Risk Manager
    Financial risk management uses financial instruments to manage exposure to risk, particularly credit risk and market risk. As a specialization of risk management, financial risk management focuses on when and how to hedge using financial instruments to manage costly exposures to risk.

  • QFA, Qualified Financial Advisor
    The QFA designation is ideal for those professionals who may wish to attain the coveted CFP designation, but may lack the bachelorss degree, experience requirements, or the time/money to devote to becoming a CFP certificant.

  • RFC, Registered Financial Consultant
    The RFC designation is awarded by the International Association of Registered Financial Consultants (IARFC) to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members.

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Chartered Financial Consultant (ChFC), Registered Financial Consultant (RFC), Chartered Advisor for Senior Living (CASL), Financial Risk Manager (FRM), Chartered Alternative Investment Analyst® (CAIA®)
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