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.
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