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Financial Advisor Certifications / Designations

Have you considered pursuing a financial certification, such as the CFP or ChFC, 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 more altruistic and ethical relationships with your clients? Would you like to specialize in areas such as annuities or estate planning by earning the CSA or BCE 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 these finance certifications, or select your desired financial advisor designation and your state from the “Licensing/Designations" section of the search box below.
  • AIF®, Accredited Investment Fiduciary
    The AIF is the first and only professional designation that demonstrates one's knowledge and competency in the area of fiduciary responsibility. It was named one of the “Ten Most Wanted” designations in the investment industry by Financial Planning magazine.

  • AIFA®, Accredited Investment Fiduciary Analyst
    The AIFA® is the first and only professional designation that focuses on the process of conducting fiduciary assessments. The designation is a symbol of ability and knowledge to advise clients of deficiencies in investment processes.

  • BCE, Board Certified in Estate Planning
    The BCE 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • CFDP, Certified Financial Divorce Practitioner
    The Certified Financial Divorce Practitioner 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 Funds 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.

  • 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.

  • 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.

  • 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.

  • RIS, Retirement Income Specialist
    The RIS 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 an RIS.

  • RPA, Retirement Plans Associate
    The RPA designation is earned by individuals in the group benefits arena who complete the extensive four-course curriculum and successfully pass the examination. The International Foundation is responsible for the overall administration of the program; the Wharton School oversees academic content and standards.



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Series 55 License Oregon Insurance License Certified Senior Advisor (CSA)
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Series 63 License Rhode Island Insurance License Certified Wealth Preservation Planner (CWPP)
Series 65 License South Carolina Insurance License Chartered Advisor for Senior Living (CASL)
Series 66 License South Dakota Insurance License Chartered Financial Analyst (CFA)
Series 87 License Tennessee Insurance License Chartered Financial Consultant (ChFC)
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Georgia Insurance License Accredited Investment Fiduciary (AIF) Retirement Plans Associate (RPA®)
Hawaii Insurance License Accredited Investment Fiduciary Analyst (AIFA) Steps For Earning The CFA Designation
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