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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? Are you unsure of the financial advisor requirements, or what certifications should a financial analyst have? We can help!

What Certifications Should A Financial Analyst Have?

Financial Advisor requirements vary according to whatever best meets your and your clients' preferences. Perhaps yow would like to specialize in areas such as financial planning by earning a CFP certification. Perhaps you want to earn the Qualified Financial Advisor designation provide financial planning and advisory services to your clients. Luckily, we offer both the CFP and the QFA designations, plus several others. Simply click the links below to specifics.

What Does A Financial Advisor Do?

Most Financial Advisors provide information to help clients with investment planning, retirement planning, and estate planning. Many Financial Advisors also offer life insurance and long-term care insurance.

A financial advisor certification expands your knowledge, may increase your customer base by allowing you to offer more or more specialized services and indicates your commitment to greater financial education. The areas of finance planning you might focus on may depends on the type of financial certifications you earn (see the Financial Certifications list below).

What Qualifications Do I Need To Earn A Financial Advisor Certification?

Most Financial Advisor certification programs require a bachelor's degree, typically in finance, economics, business, or similar fields, plus some time working in the financial services industry to be eligible.

Once deemed eligivle, Financial Advisor certification programs typically require intense study on topics such as risk management, taxes, investments, retirement planning, and estate planning. After completion of the course curriculum, you must then pass a certification exam to earn your Financial Advisor designation.

While the road to achieving financial advisor certifications can be long, it can move much faster with the right training and preparation. Furthermore, the time and money you invest will often be well worth it due to the greater salary you can command and the additional clients you can serve.

Find Financial Advisor Certification And Designation Programs

There are many different financial advisor certifications to consider when attempting to expand your qualifications. Some will choose just one key financial advisor certification that covers a wide field of financial knowledge. Others may choose to add specializations in particular areas of interest or need.

ABTrainingCenter makes it easier to pass any Financial Advisor certification test the first time by offering a variety of study materials, from webinars and online training to self-study guides. You can focus on one certification exam to start, and then once you see how quickly you can obtain the certification, consider taking additional ABTrainingCenter courses and pursuing more financial designations from the list. 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. Click here for Insurance certifications and designations.
  • CFP, Certified Financial PlannerCertified Financial Planner Training
    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.

  • 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.

  • 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.

  • 401k Training
  • 401k Training & Certification Program

    Our 401k Plan Training & Certification Program is loaded with information on plan design, administrative options, and compliance requirements to help you understand the many and complex 401k rules.

  • Defined Benefit Plan Training & Certification Program

    This course covers Plan Design, Documentation, Vesting, Distributions, Distributions, Reporting Requirements, and Fiduciary Responsibility.

  • Cash Balance Plans Training & Certification Program

    By taking this course, you will be able to understand what a Cash Balance Plan is, correctly manage a Cash Balance Plan, properly handle all documentation and compliance requirements.

  • Plan Loans Training & Certification Program

    This course provides an overview of the rules that apply to participant loans under qualified plans (including 403(b) plans).Plan Loans Training

  • Spousal Rights & Consent Requirements Training & Certification Program

    This course provides an overview of the spousal consent requirements as they apply to qualified plans (including 403(b) plans).
Our courses at Agent Broker Training Center are geared toward presenting you with the information you need to pass any financial certification exam as soon as possible, so you can start enjoying the benefits right away. Click your preferred financial advisor certification above to get started.
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