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 CAS 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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