ABTrainingCenter.com provides CE (continuing education), professional development, and NASD and insurance licensing and designation study courses such as Series 7, CFP, CLU, and CPCU designations for brokers, agents, and financial service providers

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 AIF® 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.

  • CFDS, Certified Financial Divorce Specialist
    The Certified Financial Divorce Specialist (CFDS) designation is the undisputed professional credential for persons who typically assist either spouse of a divorcing couple to understand their options better and the decisions surrounding their financial scenarios.

  • 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, he 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.

  • PPC, Professional Plan Consultant
    Administered by Financial Service Standards, LLC, the (PPC) designation is awarded to those who successfully complete The 401k Service Training Program™. This designation signifies a commitment to education and service excellence in the qualified plan industry.

  • 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 bachelor’s 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.

Find Self-Study, Online, Or Classroom Courses In Your Area
Earn your License quickly and easily!
Improve your knowledge and industry standing!
Professional Development
Products & Services to help manage and grow your career!

Need training or resources in other areas? Try our other Training Center sites:

HR, Acct., Banking, Insurance, Fin. Svcs., Real Estate, Mortgage, HealthCare, Safety, Sales

Related Links

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

How To Conduct A Reasonable Accommodation Discussion
How To Conduct A Reasonable Accommodation Discussion

Securities Licensing
Securities Licensing

Earn Your CFP
Earn Your CFP

Retirement Plan Training
Retirement Plan Training

Insurance License
Insurance License

Return-To-Work Strategies
Return-To-Work Strategies

FMLA Training &Certification Program
FMLA Training &Certification Program

ADA Training &Certification Program
ADA Training &Certification Program

How Workers′ Compensation Works (Comprehensive 11-Module Course)
How Workers′ Compensation Works (Comprehensive 11-Module Course)

Adjuster Licensing
Adjuster Licensing

Xactimate 28 Training
Xactimate 28 Training



Associate in Premium Auditing (APA)
Associate in Premium Auditing (APA)

Associate in General Insurance (AINS)
Associate in General Insurance (AINS)

Business Writing for Results
Business Writing for Results

Google+ABTrainingCenter.com. 5755 North Point Parkway, Suite 228 | Alpharetta, GA 30022 | 770-410-9375 | support@ABTrainingCenter.com
Copyright ABTrainingCenter.com 2016 | Web Site Development by OTAU
Life and Health Insurance License
Securities Licensing By State
FINRA Licensing
Insurance Licensing
Claims Adjuster Licensing
Series 3 License
Series 6 Review Courses / Exam Prep Training Classes
Series 7 Training Review Courses - Live and Online Classes - Exam Requirements
Series 11 License
Series 24 License
Series 52 License
Series 62 License
Series 63 License / Series 63 Licensing Courses
Series 65 License / Series 65 Licensing Courses
Series 66 License
Alabama Insurance License
Alaska Insurance License
Arizona Insurance License
Arkansas Insurance License
California Insurance License
Colorado Insurance License
Connecticut Insurance Licensing
DC Insurance License
Delaware Insurance License
Florida Insurance License
Georgia Insurance License
Hawaii Insurance License
Idaho Insurance License
Illinois Insurance License
Indiana Insurance License
Iowa Insurance License
Kansas Insurance License
Kentucky Insurance License
Louisiana Insurance License
Maine Insurance License
Maryland Insurance License
Massachusetts Insurance License
Michigan Insurance License
Minnesota Insurance License
Mississippi Insurance License
Missouri Insurance License
Montana Insurance License
Nebraska Insurance License
Nevada Insurance License
New Hampshire Insurance License
New Jersey Insurance License
New Mexico Insurance License
New York Insurance License
North Carolina Insurance License
North Dakota Insurance License
Ohio Insurance License
Oklahoma Insurance License
Oregon Insurance License
Pennsylvania Insurance License
Rhode Island Insurance License
South Carolina Insurance License
South Dakota Insurance License
Tennessee Insurance License
Texas Insurance License
Utah Insurance License
Vermont Insurance License
Virginia Insurance License
Washington Insurance License
West Virginia Insurance License
Wisconsin Insurance License
Wyoming Insurance License
Financial Advisor Certifications & Financial Advisor Designations
Insurance Certifications / Designations
Associate In Claims (AIC)
Associate In Risk Management (ARM)
Certified Annuity Specialist® (CAS®)
Certified College Planning Specialist (CCPS)
Certified Estate and Trust Specialist™ (CES™)
Certified Financial Divorce Practitioner (CFDP)
Certified Financial Planner (CFP)
Certified Fund Specialist (CFS)
Certified Income Specialist™ (CIS™)
Certified Insurance Counselor (CIC)
Certified Senior Advisor (CSA)
Certified Tax Specialist™ (CTS™)
Chartered Financial Analyst® (CFA®)
Chartered P&C Underwriter (CPCU)
Qualified Financial Advisor (QFA)
Workers Compensation Specialist (WCS)
Professional Development
Excel Training
Estate Planning
Financial Advisor Training Courses
Firm Element Training
HR Compliance
Insurance Agent Training
IRA Training Courses & Seminars
Long Term Care
P&C Insurance
QuickBooks Classes
Retirement Plan / 401(k) Training
Risk Management
Surplus Lines Training
Securites Licensing / Training
Third Party Administrators
Workers' Compensation Training
Series 6 Licensing And Exam Requirements
Series 63 Training Classes
Series 65 Training Classes
Series 66 Training Classes
Xactimate Training Courses
ACT Training